Scholars Choice Forms

For New Accounts:

Use this form to open your new Scholars Choice savings account.

Link your Scholars Choice accounts for purposes of the Accumulation Privilege or to establish a Letter of Intent with respect to Class A Units.

Roll over all or part of the funds from another qualified plan to the CollegeInvest Scholars Choice Savings Program.

The Program Disclosure Statement, or PDS, provides the official details, terms, and conditions concerning participation in the Scholars Choice Program.

For Existing Accounts:

Make account maintenance changes to your Scholars Choice account.

Use to designate an individual, corporation, or other entity as an Agent with limited or complete authority to act on a Scholars Choice 529 Account.

Make investment changes to your Scholars Choice account.

Contribute by mail into your Scholars Choice account.

Contribute by mail into your Scholars Choice account.

Authorize a change of dealer to your Scholars Choice account.

For Employer-Sponsored Plans:

Employers can use this form to establish a Corporate-Sponsored 529 Plan.

Use only if an organization is acting as Agent for a Scholars Choice 529 Account.

Employees, use this form to establish your new Scholars Choice account.

Employees, use this form to authorize automatic withdrawals or direct deposits to your Scholars Choice account through your employer’s Corporate-Sponsored CollegeInvest Plan.

Use to change name, address, phone number, email address, Successor Account Owner, Beneficiary Information, or Interested Party Information on a Scholars Choice 529 Account.

Use to transfer a Scholars Choice 529 Account to a different Account Owner or Beneficiary.