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 Service Form

Use this form to change an address, to change a name due to marriage, divorce or for some other reason, or to add, change or terminate Automatic Contribution Plan contributions and/or contributions by telephone.

 

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.

 

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 (January 2021)

 

Future Scholar Portfolio Construction - Direct Plan

 

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.