Forms and Resources
There’s a lot to learn about saving for college and The Education Plan®. We understand that the
process of getting started and in particular, selecting investment options, can be overwhelming and
confusing. We're eager to help make it as easy as possible.
We’ve gathered all the important information and necessary forms here for you to access online. Just
click the link of the document you’d like to view or download.
Need something else or have questions? We’re just a call away. 1-877-337-5268.