CollegeInvest Scholars Choice Forms
Account Maintenance Forms
Select the appropriate form below by clicking on the title. The form will be displayed in PDF format suitable for printing. You must have Adobe Acrobat Reader software (available free at www.adobe.com) to download or print the forms.
- New Account Application
- Rollover into Scholars Choice
- Investment Related Account Changes
- Account Application for “Fee Only” Advisor Client Use Only
- Change of Dealer
- Contributions by Mail
- Withdrawal Request
- Account Maintenance
- Corporate Authorization Agreement
- Accumulation Privilege/ Letter of Intent
- Program Disclosure Statement and Participation Agreement
Log into www.myleggmason.com for all other forms.