Materials & Forms

For Employers

• CollegeInvest Employer 529 College Savings Program Sign Up Form
• Get to Know CollegeInvest Brochure
• 529’s at Work Brochure
• New Employee Introduction Letter

If there are other materials or resources that you’re looking for and can’t find here, please contact our Employer Plan Advisor, Luke Carleo, at 1-888-376-8804 or complete an Employer Contact Form.

For Employees

• Direct Portfolio Account Maintenance Forms
• Scholars Choice Account Maintenance Forms
• Smart Choice Account Maintenance Forms
• Stable Value Plus Account Maintenance Forms

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.

CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest.