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Enroll in a 529 Savings Plan with CollegeInvest

Get started by selecting a plan below.

Direct Portfolio

When you choose the CollegeInvest Direct Portfolio College Savings Plan, you gain the expertise of Vanguard, one of the world's largest and most trusted investment management companies.

Scholar's Choice

If you prefer to work with a financial advisor, the Scholars Choice College Savings Plan offers advisors and investors alike a variety of great benefits.

Scholar's Choice Logo
Smart Choice

CollegeInvest and FirstBank offer the only FDIC-insured 529 savings option with the Colorado tax deduction for contributions.

Smart Choice
Stable Value Plus

CollegeInvest has partnered with Brighthouse Life Insurance Company to offer you a guaranteed fixed-income 529 college savings option, currently 2.29% for 2018.

Stable Value Plus

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.

Please review the following information before enrolling in Direct Portfolio

Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:

Account Owner:
You, or the person who will manage the investment options of the account, and the use of funds on behalf of the Beneficiary.

Beneficiary
You, the student, or the person who will use the funds for higher education expenses.

Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.

Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:

  • Your Checking or Saving Account Number
  • Your Bank’s Name and Routing Number

If you would like to make your contribution by mail (minimum of $25):

Make your check payable to “CollegeInvest Direct Portfolio College Savings Plan”

You will mail your check and your completed Application Form to:
CollegeInvest Direct Portfolio College Savings Plan
PO Box 219931
Kansas City MO 64121-9931

Review the Disclosure Statement:
Read the Statement

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.

Please consult with your financial advisor for enrollment details and review the following information before enrolling in Scholars Choice

Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:

Account Owner:
You, or the person who will manage the investment options of the account, and the use of funds on behalf of the Beneficiary.

Beneficiary
You, the student, or the person who will use the funds for higher education expenses.

Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.

Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (minimum of $250) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:

  • Your Checking or Saving Account Number
  • Your Bank’s Name and Routing Number

If you would like to make your contribution by mail (minimum of $250):

Make your check payable to “Scholars Choice”

You will mail your check and your completed Application Form to:
CollegeInvest Scholars Choice
P.O. Box 9680
Providence, RI 02940-9680

Review the Disclosure Statement:
Read the Statement

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.

Please review the following information before enrolling in Smart Choice

Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:

Account Owner:
You, or the person who will manage the investment options of the account, and the use of funds on behalf of the Beneficiary.

Beneficiary
You, the student, or the person who will use the funds for higher education expenses.

Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.

Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (there is no minimum initial contribution level to open your account) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:

  • Your Checking or Saving Account Number
  • Your Bank’s Name and Routing Number

If you would like to make your contribution by mail:

Make your check payable to “CollegeInvest Smart Choice”

You will mail your check and your completed Application Form to:
CollegeInvest Smart Choice College Savings Plan
12345 W. Colfax Avenue
Lakewood, CO 80215

Review the Disclosure Statement:
Read the Statement

Please review the following information before enrolling in Stable Value Plus

Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:

Account Owner:
You, or the person who will manage the investment options of the account, and the use of funds on behalf of the Beneficiary.

Beneficiary
You, the student, or the person who will use the funds for higher education expenses.

Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.

Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:

  • Your Checking or Saving Account Number
  • Your Bank’s Name and Routing Number

If you would like to make your contribution by mail (minimum of $25):

Make your check payable to “Stable Value Plus”

You will mail your check and your completed Application Form to:
CollegeInvest
1600 Broadway, Suite 2300
Denver CO 80202

Review the Disclosure Statement:
Read the Statement