Use to designate an individual, corporation, or other entity as an Agent with limited or complete authority to act on a Scholars Choice Education Savings Account.
quick links
Forms for Scholars Choice Education Savings Plan
plan managed by:
Select the appropriate form below by clicking on the title. The form will be displayed in PDF format suitable for printing (Adobe Acrobat Reader required).
Please note that some of these transactions can be done online, as indicated below.
If you want to mail a form, this page provides PDFs that can be printed, completed, and mailed. When completed, please return the form(s) to:
MAILING ADDRESS:
Scholars Choice College Savings Program
P.O. Box 219372
Kansas City, MO 64121
OVERNIGHT DELIVERY ONLY:
Scholars Choice College Savings Program
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131
Find the Scholars Choice forms you need
Scholars Choice Enrollment Form
Use the enrollment form included in this kit to open a Scholars Choice College Savings Account. Scholar’s Choice is the ideal plan for investors working with their own financial professional, and offers 28 options ranging from conservative to aggressive.
Prefer to enroll online?
Use to add, change, or delete recurring contributions to your Scholars Choice account.
Use this form to make additional financial contributions to your Scholars Choice account by check or rollover.
Authorize a change of dealer to your Scholars Choice Education Savings account.
Make investment changes to your Scholars Choice Education Savings account.
For Employee-Sponsored Plans only
For employees using a financial advisor to open a Scholars Choice Education Savings account through an Employer.
For Employee-Sponsored Plans only
Use to add, change, or delete Payroll Direct Deposit contributions to your Scholars Choice account.
For Employee-Sponsored Plans only
Use to establish your company’s Scholars Choice Employer Program.
Roll over all or part of the funds from another qualified 529 college savings college savings plan to the CollegeInvest Scholars Choice Savings Program.
Designate an individual or financial professional as your agent who will have complete authority to act on your Scholars Choice account.
Use to change name, address, phone number, email address, Successor Account Owner, Beneficiary Information, or Interested Party Information on a Scholars Choice 529 Account.
Use to transfer the Account Ownership due to death.
Use to transfer a Scholars Choice 529 Account to a different Account Owner or Beneficiary.
Use to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Scholar’s Choice account.
Want to request Forms by mail?
You can also request forms by mail. Please check with your Financial Advisor for the correct address to return your form(s).