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Downloadable Documents
Click below to link to the appropriate area where you can download literature in PDF format.
For South Dakota Residents (investing without a Financial Advisor)
For South Dakota Residents (using a Financial Advisor)
For Financial Advisors (with Clients in South Dakota)
For Financial Advisors (with Clients outside South Dakota)
For Investors (outside South Dakota)
Literature
College
Access Client Brochure
College
Savings Plans Demystified
Three
Ways to Invest CAPS9
Forms
For South Dakota residents
(investing without a financial advisor)
CollegeAccess 529 Plan Disclosure Statement
and Participation Agreement
Download PDF
CollegeAccess 529 Plan Application
Download PDF
CollegeAccess 529 Client Brochure for
South Dakota Residents
Download PDF
Rollover Form
Download PDF
Additional Investment Form
Download PDF
Change Form
Download PDF
For
South Dakota Residents
(using a Financial Advisor)
CollegeAccess 529 Plan Disclosure Statement
and Participation Agreement
Download PDF
CollegeAccess 529 Plan Application
Download
PDF
CollegeAccess 529 Client Brochure for
South Dakota Residents
Download PDF
Rollover Form
Download PDF
Auto-Exchange Form
Download PDF
Additional Investment Form
Download PDF
Change Form
Download PDF
For Financial Advisors
(with Clients in South Dakota)
CollegeAccess 529 Plan Disclosure Statement and Participation
Agreement
Download PDF
CollegeAccess 529 Application
Download PDF
Rollover Form
Download PDF
Auto-Exchange Form
Download PDF
Additional Investment Form
Download PDF
Change Form
Download PDF
For
Financial Advisors
(with Clients outside South Dakota)
CollegeAccess 529 Plan Disclosure Statement and Participation Agreement
Download PDF
CollegeAccess 529 Application
Download PDF
Rollover Form
Download PDF
Auto-Exchange Form
Download PDF
Additional Investment Form
Download PDF
Change Form
Download PDF
For Investors
(outside South Dakota)
CollegeAccess 529 Plan Disclosure Statement and Participation
Agreement
Download PDF
Problems? Questions?
If you are having trouble, or would prefer to have material
mailed to you,
e-mail
us, or call toll-free — 1-866-529-7462
— to speak with an Investor Services Representative.
They are available to assist you from 8:00am-8:00pm Eastern
Time, Monday-Friday. (Financial Advisors: call 1-800-628-1237.)
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