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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

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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?

Enrollment Kit

Use the enrollment form included in this kit to open a Direct Portfolio College Savings Account.

Account Information Change Form

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 Savings account.

Additional Purchase Form

Make additional contributions by check to a Direct Portfolio savings account.

Exchange / Future Contribution (Allocation) Change Form

Move money within a plan account to a different investment option (allowed twice each calendar year) or to change investment options for future contributions (allowed anytime).

Automatic Investment / Electronic Bank Transfer Form

Use this form to start, change, or stop recurring contributions or to add or change bank information for electronic contributions to a Direct Portfolio savings account.

Beneficiary Change Form

Change the Beneficiary on an existing Direct Portfolio account or to transfer a portion of the account assets to a new Beneficiary’s account. (If the new Beneficiary’s account has not yet been opened, also complete an Enrollment Kit.)

Form W-9 Request for Taxpayer Identification Number and Certification

Certify your taxpayer identification number.

Incoming Rollover Form

Request a direct rollover from another qualified 529 plan to a Direct Portfolio savings account.

Limited Power of Attorney/Agent Authorization Form

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

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 account(s) on behalf of that organization.

Payroll 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 savings 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.)

Power of Attorney Form

Grant another person or organization complete authority to act on your CollegeInvest Direct Portfolio 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.

Withdrawal Request Form

Request an indirect rollover, qualified withdrawal, or non-qualified withdrawal from a Direct Portfolio account.