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Scholars Choice Education Savings Plan®: Important transition information

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A scholarly choice for education savings is getting even smarter

We are excited that the Scholars Choice Education Savings Plan will soon benefit from the combined capabilities of two world-class financial organizations, TIAA and Nuveen.

In order to implement the Plan enhancements, the Scholars Choice website, scholars-choice.com, will be temporarily unavailable over the weekend, and account transactions will NOT be processed from Thursday, July 15, at 4:00 p.m. (ET) until Monday, July 19, at 8:00 a.m. (ET). For clients that may need an upcoming Plan transaction, please plan accordingly.

After the transition is completed, your clients will receive a statement reflecting the assets automatically transferred to the new portfolio(s) that closely match their current investment selections. Once the transition is complete, you may wish to discuss the new investment portfolios that differ from the current Plan. The new Plan will also offer additional portfolios that might be a good, or even better, fit based on your client’s education savings objectives.

We encourage to you to review, download or order copies of these important documents:

What happens next?

Early July: Welcome Communication (to Financial Professionals)

July 19, 2021: Transition Complete

On or around July 21, 2021: Confirmation statements sent to account owners (Financial Professionals can continue to view statements via QuickView). DST Fanmail and 529 QuickView will continue to be supported (as Ascensus will continue to be recordkeeper).

We are committed to providing a seamless transition for you and your clients. If you have any questions, please send us an email or contact Nuveen Sales & Service at 800-752-8700.

Scholars Choice is a registered service mark of CollegeInvest.

The Scholars Choice Education Savings Plan is offered by the State of Colorado. Effective July 19, 2021, TIAA-CREF Tuition Financing, Inc. will become the Plan Manager and Nuveen Securities, LLC as the Distributor.

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.

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 request a Plan Description at 888-5-SCHOLAR (888-572-4652) or visit scholars-choice.com.

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