Forms for Direct Portfolio 529 College Savings Plans

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Account Information Change Form

Change the Account Owner’s or successor Account Owner’s information, including name, address, or phone number. Also used to add an interested party to a Direct Portfolio Savings account.

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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.)

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Limited Power of Attorney/Agent Authorization Form

Grant another person or organization limited authority to act on your Collegelnvest 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.

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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 Collegelnvest Direct Portfolio College savings account(s) on behalf of that organization.

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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.)

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Power of Attorney Form

Grant another person or organization complete authority to act on your Collegelnvest 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.

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