CollegeInvest Direct Portfolio Forms

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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. Please note that some of these transactions can be done online, as indicated below. You can also request forms by mail.

» Enrollment Kit 

Use the enrollment form included in this kit to open a Direct Portfolio College Savings Plan. (available online)

» Incoming Rollover Form 

Use this form to request a direct rollover from another qualified 529 plan to a Direct Portfolio College Savings Plan account .

» Additional Purchase Form 

Use this form to make additional contributions by check to a Direct Portfolio College Savings Plan account. (available online)

» Automatic Investment / Electronic Bank Transfer Form

Use this form to start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to a Direct Portfolio College Savings Plan account. (available online)

» Annual Exchange / Future Contribution (Allocation) Change Form 

Use this form to move money within a plan account to a different investment option (allowed once each calendar year) or to change investment options for future contributions (allowed anytime). (available online)

» Account Information Change Form 

Use this form to change the account owner's or successor account owner's name, address, or phone number, or to add an interested party to a Direct Portfolio College Savings Plan account. (available online)

» Beneficiary Change Form 

Use this form to change the beneficiary on an existing Direct Portfolio College Savings Plan account or to transfer a portion of the account assets to a new beneficiary's account. (If the new beneficiary's account has not been opened, also complete an Enrollment Kit)

» Payoll Direct Deposit Form  

Use this form if your employer offers direct deposit through payroll and you want to have money automatically deducted from your paycheck and deposited into a Direct Portfolio account, or if you want to change your existing direct deposit instructions.(NOTE: If you do not currently have a Direct Portfolio account, you will need to open a new account  before signing up for direct deposit through payroll).

» Withdrawal Request Form 

Use this form to request an indirect rollover, qualified withdrawal , or nonqualified withdrawal from a Direct Portfolio College Savings Plan account. (Do this online)

» Form W-9 Request for Taxpayer Identification Number and Certification

Use this form to certify your taxpayer identification number.

» Limited Power of Attorney/Agent Authorization Form 

Use this form to grant another person or organization limited authority to act on your CollegeInvest Direct Portfolio College Savings Plan account(s). This means that the person or organization may receive certain account information or take certain actions that you specify on the form.

» Power of Attorney Form 

Use this form to grant another person or organization complete authority to act on your CollegeInvest Direct Portfolio College Savings Plan account(s). This means that the person or organization may receive any account information or take any action that you, as the owner of the account, could receive or take.

» Organization Resolution Form 

Organizations designated as an agent on a Power of Attorney form or a Limited Power of Attorney/Agent Authorization form must use this form to identify the individual(s) who is authorized to receive information or act on CollegeInvest Direct Portfolio College Savings Plan account(s) on behalf of that organization.

» Request forms by mail