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CollegeInvest has a goal to make getting started a simple procedure for employers and employees alike.

Let’s get started!

Employers

Contact your Employer Plan Advisor, to set a meeting and get the turnkey materials you will need. Call Kaylynn Hemlock or Tami Gordon at 1-888-376-8804 or complete an Employer Contact Form. 

Or if you are ready to sign up, complete the Employer Sign up Form. 

Employees 

Already know what plan you want?

Select the plan you want below to go through the enrollment process.

• Direct Portfolio College Savings Plan Enrollment
• Scholars Choice College Savings Program Enrollment 
• Smart Choice College Savings Plan Enrollment
• Stable Value Plus College Savings Plan Enrollment 

Need more information?

When starting the savings process there can be a lot to consider. So we’ve compiled four primary considerations to help you develop your savings plan.

If you’re simply looking for more specific information about each of the four plans CollegeInvest offers, you can follow the links below to learn more about each plan:

• Direct Portfolio College Savings Plan
• Scholars Choice College Savings Program
• Smart Choice College Savings Plan 
• Stable Value Plus College Savings Plan

Don’t worry if your employer doesn’t sponsor a plan currently. You can still participate by completing the enrollment application for the plan you’re interested in. 

• If you choose to fund your account via payroll direct deposit, just complete the according paperwork and upon completion, provide the proper routing numbers to your payroll department or system. 
• If you would like to schedule automatic transfers from your checking or savings account, simply complete the according section on your account application . 

You are all set!

Let us help you with any questions by contacting a CollegeInvest Employer Plan Advisor: Call 1-888-376-8804 or complete an Employer Contact Form.

Important Considerations

To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read and consider carefully the Program Disclosure Statements (PDS) available at www.collegeinvest.org before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest. 

Investments are not guaranteed by CollegeInvest, the State of Colorado, its agencies, The Vanguard Group, Inc., Upromise Investments, Inc., Legg Mason Global Asset Allocation, LLC, or FirstBank, and may lose value, including principal amount invested. The guarantee of Stable Value Plus College Savings Plans is the obligation of MetLife and only to the extent of the Funding Agreement. Smart Choice College Savings Plans are not insured by CollegeInvest, the State of Colorado, or its agencies. However, these funds are FDIC-insured in accordance with the current FDIC coverage limits.

CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Managers' activities and provides certain administrative services, such as marketing, audit, and financial statements, in connection with the plans.

Upromise Investments, Inc. serves as Plan Manager for the CollegeInvest Direct Portfolio College Savings Plan and has overall responsibility for the day-to-day operations, including effecting transactions. The Vanguard Group, Inc. also serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan, and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists CollegeInvest with marketing and distributing the Direct Portfolio Plan. The Direct Portfolio Plan’s portfolios, although they invest in Vanguard mutual funds , are not mutual funds and you could lose money by investing in the plan. Vanguard Marketing Corporation, Distributor and Underwriter.

Legg Mason Global Asset Allocation, LLC, Investment Manager for the CollegeInvest Scholars Choice College Savings Program. Legg Mason Investor Services, LLC is the primary distributor of interest in the Program; together they serve as Manager of the Program.

FirstBank serves as the Plan Manager for the CollegeInvest Smart Choice College Savings Plan and has overall responsibility for the day-to-day operations, including effecting transactions.  FirstBank also assists CollegeInvest with marketing and distributing the CollegeInvest Smart Choice College Savings Plan.  FirstBank - Member FDIC.

The MetLife Insurance Company serves as the Investment Manager for the CollegeInvest Stable Value Plus College Savings Plan. CollegeInvest has overall responsibility for the day-to-day operations, including effecting transactions.

CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest. CollegeInvest Direct Portfolio College Savings Plan, Scholars Choice, CollegeInvest Smart Choice College Savings Plan, and CollegeInvest Stable Value Plus College Savings Plan are registered service marks of CollegeInvest. Vanguard is a trademark of The Vanguard Group, Inc. Upromise is a registered service mark of Upromise, Inc.