Open your CollegeInvest 529 savings plan

Select your savings plan

Get started by selecting one of the four savings plans below.

Stable Value Plus

vanguard logo
 

Select your
savings plan

 

personal
information

 

initial contribution
information

 

review the disclosure
statement

 

complete your
enrollment here

Select your savings plan
personal information
initial contribution information
review the disclosure statement
complete your enrollment here

Direct Portfolio

vanguard logo
acensus logo

most popular plan

A choice of aggressive to conservative investments, age-based options, individual portfolios, and more.

Stable Value Plus

nationwide logo

Protects your principal AND guarantees a 1.79% annual rate of return for 2022 (net of fees).

Smart Choice

1st bank logo

The only FDIC insured 529 savings plan that offers the Colorado state tax deduction.

Scholars Choice

1st bank logo
Tiaa

for financial professionals

Your financial advisor will open your plan on your behalf. This plan offers advisors and investors a variety of great benefits.

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Not sure which plan is right for you?

Personal information

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.

You’ll need their:

  • Full name
  • Social Security number
  • Date of birth
  • Mailing address and/or U.S. permanent address

Beneficiary

You, the student, or the person who will use the funds for trade schools and colleges.

You’ll need their:

  • Full name
  • Social Security number
  • Date of birth
  • Mailing address

Successor Account Owner

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

You’ll need their:

  • Full name
  • Social Security number
  • Date of birth
  • Mailing address

Initial contribution information

You will need the following information if you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or start an automatic contribution plan, or Payroll Direct Deposit. Additional contributions can be made at a minimum of $15.

Your bank’s name and routing number

 

Your checking or savings account number

card

 

If you would like to make your contribution by mail:

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

Initial contribution information

You will need the following information if you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or start an automatic contribution plan, or Payroll Direct Deposit. Additional contributions can be made at a minimum of $15.

Your bank’s name and routing number

 

Your checking or savings account number

card

 

If you would like to make your contribution by mail:

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

Initial contribution information

You will need the following information if you would like to make your contribution electronically with a one-time transfer, or start an automatic contribution plan, or Payroll Direct Deposit.

Your bank’s name and routing number

 

Your checking or savings account number

card

 

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

You can also open your account and make contributions in-person at any FirstBank location.

Initial contribution information

You can open an account only through a financial professional. You can start with as little as $25 and subsequent contributions need to be $25 or more. If you contribute using payroll direct deposit, you may contribute any dollar amount. Looking for a financial professional? Click HERE

Your bank’s name and routing number

 

Your checking or savings account number

card

 

If you would like to make your contribution by mail:

Make your check payable to “Scholars Choice.” You will mail your check and your completed application form to:

Scholars Choice College Savings Program
P.O. Box 219372
Kansas City, MO 64121

Overnight Delivery ONLY:

Scholars Choice College Savings Program
920 Main Street, Suite 900
Kansas City, MO 64105

Carefully review the disclosure statement

read the statement

Carefully review the disclosure statement

read the statement

Carefully review the disclosure statement

read the statement

Carefully review the disclosure statement

read the statement

 

You’re ready to enroll!

You’ll be directed to your Plan Manager’s site to complete your enrollment.

Complete your Direct Portfolio Enrollment here

 

You’re ready to enroll!

You’ll be directed to your Plan Manager’s site to complete your enrollment.

Complete your Stable Value Plus Enrollment here

 

You’re ready to enroll!

You’ll be directed to your Plan Manager’s site to complete your enrollment.

Complete your Smart Choice Enrollment here

 

You’re ready to enroll!

Please consult with your financial advisor to enroll with Scholars Choice.

Need help?

Direct Portfolio

vaguard logo
Phone

800.997.4295

Toll Free

Mon-Fri 6a to 7p (Mountain)

Need help?

Stable Value Plus

vaguard logo
Phone

800.448.2424

Toll Free

Mon-Fri 8a to 5p (Mountain)

Need help?

Smart Choice

vaguard logo
Phone

303.237.5000

or

800.964.3444

Toll Free

Need help?

Scholars Choice

vaguard logo
Phone

888.572.4652

Mon-Fri 7a to 8p (Mountain)

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