Scholars Choice Forms
Monday-Friday 7a to 8p (Mountain)
Scholars Choice
PO Box 9680
Providence, RI 02940-9680
Scholars Choice
4400 Computer Drive
Westborough, MA 01581
Select the appropriate form below by clicking on the title. The form will be displayed in PDF format suitable for printing (Adobe Acrobat Reader required).
Please note that some of these transactions can be done online, as indicated below.
You can also request forms by mail. Please check with your Financial Advisor for the correct address to return your form(s).
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.
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.
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.