Forms & Literature

Applications


Future Scholar Direct Account Application

Application used to establish a Future Scholar 529 College Savings Plan Account. (Must be preceded or accompanied by the Future Scholar 529 College Savings Plan Direct Program Description.

 

Service Forms


Account Owner Change Form- Direct Program

Complete this form to change Account Owner information.

 

Account Services Form

Use this form to change an address or legal name (due to marriage, divorce or other reason), or to add or update an email address for E-Delivery, a Successor Owner, or an Interested Party or Additional Mail Information.

 

Additional Investment Form (SC)

Use this form to direct additional investments to your Future Scholar 529 College Savings Plan Account.

 

Automatic Contribution Plan/Electronic Bank Transfer Form-Direct Program

Complete this form to change or add banking information on file for contributions and/or redemptions, or to add, change, or terminate Automatic Contribution Plan contributions.

 

Certificate of Authorization, Control Person and Beneficial Owners Form – Direct Program

Form used by all non-individual entities. Must accompany an application to open a non-individual entity account.

 

Contribution Form

Complete this form to contribute to a Future Scholar 529 College Savings Plan for a loved one.

 

Designated Beneficiary Change Form- Direct Program (SC)

Use this form to change your Designated Beneficiary.

 

Employee Payroll Deduction Form

Use this form to establish payroll contributions to your account(s) via direct deposit.

 

Incoming Transfer/Rollover Form (SC)

Complete this form if you are funding a Future Scholar 529 College Savings Plan Account with contributions from a Qualified Tuition Program account, a Coverdell education savings account, a qualified U.S. savings bond or a Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) Custodial Account.

 

Investment Change Request Form- Direct Program (SC)

Use this form to make changes to current or future investment allocations.

 

IRS Form W-9

This form is a Request for Taxpayer Identification Number and Certification.

 

Withdrawals and Outgoing Transfers/Rollovers Form (SC)

This form is to be completed to direct any type of withdrawal from a Future Scholar 529 College Savings Plan Account, or to direct a transfer rollover from an Account.

 

Literature


Program Description (August 2022)

 

Future Scholar Portfolio Construction - Direct Plan

 

Future Scholar Welcome Guide

 

Overview Brochure

 

Financial Statement

 

Future Scholar Privacy Notice PDF

Working with a financial advisor?

Account owners enrolled in Future Scholar through a Financial Advisor should contact 888.244.5674 for information and forms related to the Future Scholar Advisor Plan.