Forms & Literature

Applications


 

Future Scholar Direct Program Enrollment Kit

This kit includes enrollment material such as an Overview Brochure, Portfolio Construction, Program Description, and an Application.

 

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.

 

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 a Request for Taxpayer Identification Number and Certification.

 

Literature


 

Program Description

 

Future Scholar Portfolio Construction - Direct Plan

 

Overview Brochure

 

Financial Statement

 

Future Scholar Privacy Notice PDF

Have questions?

View our Frequently Asked Questionspage for additional information.