CollegeInvest Smart 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.

• Beneficiary Change Form: Use this form to change the Beneficiary of this account to another individual who is a member of the family of the Current Beneficiary.
• Account Successor Form: Use this form to designate an individual other than the Student to assume all rights and responsibilities of an Account in the event of your death, legal incompetence or if you cannot be located by CollegeInvest .
• Rollover Form: Use this from to roll over all or part of your account from another 529 qualified plan to the CollegeInvest Smart Choice College Savings Plan.