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To start earning Tuition Rewards, complete the form below. Broker/Dealer information is required if opening a 529 Account.

Sponsor (Parent) Information

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Broker Information (if applicable)

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Student Information

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Tuition Rewards Account Holder Acknowledgement Form

Please review and acknowledge.

Based on your eligible Monetta accounts, you can earn guaranteed minimum scholarships worth up to 25% of the cost of tuition at 370+ private colleges and universities across the country!

•  The Tuition Rewards program is being provided, at no cost to you, as a courtesy by Monetta Financial Services, Inc.

•  Tuition Rewards are issued to the students you “sponsor” in the program each year on a student's birthday. From birth-to-13, a student will receive 1,000 Tuition Rewards Points; from age 14-to-17*, a student will receive 2,000 Rewards Points. Additionally, all students, as well as you – the Sponsor –receive a 500 point enrollment bonus upon account activation.
*Points cease on Aug. 31st of the year that 12th grade begins.

•  Program points are not an investment and have absolutely no value other than the opportunity to qualify for scholarship assistance at participating colleges and universities. Each Tuition Reward point is equivalent to a $1.00 guaranteed minimum scholarship, for undergraduate study beginning with the freshman year, at any member college or university. A full list of member colleges is available at www.tuitionrewards.com . The scholarships are provided as discounts off the “list price” of tuition by member colleges and not issued in cash. The scholarships are provided by the colleges, not by SAGE Scholars, your financial professional or the financial organizations with whom your professional is affiliated.

•  The maximum Tuition Rewards scholarship is limited to the current cost of one year of tuition. Member colleges commit to “spreading” the scholarship amount evenly over a projected four years of attendance. For example, as of 7/1/16, the maximum tuition at any member college was $53,505; if a participating student submitted Reward Points valued at this amount, the college would be obligated to offer an annual discount of 25% of the total ($13,376.25) per year for four years. Some member colleges have negotiated a contractual amount that is less than 25% of current tuition. Please see the college list at www.tuitionrewards.com for a complete listing of how much of a discount on tuition each school is obligated to provide.

•  There are three very important deadlines that you must be aware of to use your Tuition Rewards:

1.   Enrollment: You must add eligible students (children, grandchildren, nieces, nephews, other family members) by August 31st of the year that the student begins 11th grade.

2.   Allocation: You must transfer any points in your account to students by August 31st of the year 12th grade begins. After this deadline, a student's Rewards account cannot increase. For Monetta, most points are accrued directly in the student's account. However, any Sponsor points (registration bonus points or special awards such as referrals you give to your financial professional) must be transferred to specific students by the deadline to be submitted to a member college.

3.  Submission: You must submit a Tuition Rewards statement to any member college to which your student applies at the time of the student's application. Statements submitted late to member colleges may not be accepted for tuition reduction.

•  All of the above are easily accomplished through your account at www.tuitionrewards.com.

•  Please see the Tuition Rewards website for complete Terms & Conditions, as well as more detailed information on how the program works and an extensive list of frequently-asked questions.

•  You may enlist your financial professional to help manage your www.tuitionrewards.com account; however, ultimately you are responsible for the management of your account – including being aware of and meeting program deadlines.

•  In the event that you have any dispute regarding the Program, by participating, you agree to release and hold Monetta Funds, the Advisor and his or her representatives harmless and to resolve such dispute exclusively & directly with SAGE.

•  Should you have any questions or require any assistance, please contact us directly by e-mailing support@sagescholars.com .

Please indicate your agreement to the above terms and conditions by checking the box


For more information please e-mail us at info@monetta.com.

Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.

Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Young Investor Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.

Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com.

Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.

For custodial accounts, MFSI has a "college savings program" where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

The Fund's website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.

Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.