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Forms & Resources

Our planning tools and resources help make saving, determining how much to save, and deciding which plan is best for you a little easier.

 

Forms

View and download all the forms you need for each of the CollegeInvest Savings Plans.

Comparison Charts

Compare 529 Savings Plans with other options + compare each CollegeInvest Savings Plan to each other.

Enrollment Checklist

Once you are ready to open an account, let’s review what you will need during the enrollment process.

FAQs

Browse the most commonly asked questions about CollegeInvest plans.