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Smart Choice Forms

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

Questions? 303.237.5000 or Toll Free 800.964.3444
Anytime, Any day, 24/7
Mailing Address:

CollegeInvest Smart Choice
12345 W Colfax Avenue
Lakewood, CO 80215

Select the appropriate form below by clicking on the title. The form will be displayed in PDF version suitable for printing (Adobe Acrobat Reader required).

For additional forms not shown below, login to your account above.