Enroll in a 529 Savings Plan with CollegeInvest

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

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:
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

Review the Disclosure Statement:
Read the Statement

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

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

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