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Scholars Choice®

Help your clients save for the future

Looking for account owner access?

The power to achieve

The Scholars Choice Education Savings Plan is comprised of investment portfolios with underlying funds from Nuveen, TIAA and other leading asset managers. It also offers federal tax advantages, with added state tax benefits for Colorado residents. Take three simple steps toward helping your clients achieve their investment goals.

Scholars Choice logo

This page is intended for financial professional use only.
Account owners can visit
Scholars Choice for investors.

Explore Scholars Choice
  Why Scholars Choice
Scholars Choice is one of the largest financial professional-sold 529 plans dedicated to helping solve your clients’ education savings goals.
  Investment choices
Research and explore investment portfolio options that fit your client's timeline, risk tolerance and education savings goals. Also access the latest price and performance data.
  Scholars Choice Education Savings Plan: Enhancements & resources
Hear from Nuveen’s Margaret Leung and Jeff Eng as they talk about the recent launch of the Scholars Choice Education Savings Plan.

 

Get started today

Step 1
Download our Scholars Choice enrollment form or order kits.


Please note: A Scholars Choice new account application is not required to open accounts at the following firms: Ameriprise, Edward Jones, Merrill Lynch and Morgan Stanley.

Step 2
Review the Scholars Choice investment portfolios.

Questions:
For sales and marketing questions, contact Nuveen at 800.752.8700, Monday to Friday, 8:00 AM to 7:00 PM ET.
Account level questions, contact the Scholars Choice service center at 888.572.4652, Monday to Friday, 9:00 AM to 10:00 PM ET.
Step 3
Send the completed forms to:

Scholars Choice Education Savings Plan
P.O. Box 219372
Kansas City, MO 64121

Please note: Financial professionals should check with their Home Office to confirm where Scholars Choice paperwork should be sent. Some Broker-Dealers require their financial professionals to send the paperwork to their Home Office. Be sure to check with your firm regarding internal 529 processing procedures.

 

There are various risks associated with an investment in the Scholars Choice Education Savings Plan; principal loss is possible.

The Scholars Choice Education Savings Plan’s Investment Portfolios are subject to the risks of the underlying fund(s) in which they invest and other risks, as described in the Plan Description. To obtain a more complete description of the investment policies and risks of the underlying funds, please refer to the current prospectuses for the underlying funds.

The Target Allocation Portfolios are currently comprised of four Investment Portfolios. The Target Allocation Portfolios are designed for account owners who prefer a diversified Investment Portfolio with a fixed risk level rather than a risk level that changes as the Designated Beneficiary ages.

The Enrollment Year Investment Portfolios are intended for Account Owners who prefer an Investment Portfolio with a risk level that becomes increasingly conservative over time as the Designated Beneficiary approaches expected enrollment in an Eligible Educational Institution and/or expected year in which amounts will be withdrawn to pay for Qualified Higher Education Expenses. There are ten target Enrollment Year Investment Portfolios that invest in multiple underlying funds, each of which has a different investment strategy.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the Scholars Choice Education Savings Plan, including whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. For this and other information that should be read carefully, please read the Plan Description or request one at 888-5-SCHOLAR (888-572-4652).

Participation in the Scholars Choice Education Savings Plan does not guarantee that the account’s assets will be adequate to cover future tuition or other higher education expenses, or that a designated beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Contributions to an Account and the investment earnings if any, are not guaranteed or insured.



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