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Direct Portfolio Forms

Toll Free – 800.997.4295
Monday-Friday 6a-7p (Mountain)
Mailing Address:

CollegeInvest Direct Portfolio College Savings Plan
PO Box 219931
Kansas City, MO 64121-9931

Overnight Delivery ONLY:

CollegeInvest Direct Portfolio College Savings Plan
920 Main Street, Suite 900
Kansas City, MO 64121-9931

Many transactions – including contributions made directly from your bank account, exchanges, transfers to another Beneficiary, withdrawals, and address updates – can be made online.

If you want to mail a form, this page provides PDFs that can be printed, completed, and mailed.
When completed, please return the form(s) to:

CollegeInvest Direct Portfolio College Savings Plan
P.O. Box 219931
Kansas City, MO 64121-9931

Want to request Forms by mail?