Literature and Forms
The following forms and literature are available for download to help you learn more about the Advisor-Guided Plan as well as service your existing account. Please note that these forms are available in Adobe Acrobat (PDF) format. If you do not have the Adobe Acrobat Reader, please go to the Adobe website to download.
Please contact your financial advisor for new account applications.
Tax reform update
On December 22, 2017, the Federal Tax Cuts and Jobs Act of 2017 was signed into law. Please click below for important information.
Give the gift of learning
Encourage your loved ones to give the gift of college.
Q. What qualifies as a higher education expense?
A. Eligible expenses can include tuition, fees, certain room and board expenses, books and supplies at any eligible institution of higher education.