Use this form to designate an individual other than the Student to assume all rights and responsibilities of an Account in the event of your death, legal incompetence, or if you cannot be located by CollegeInvest.
quick links
plan managed by:
Prefer to enroll online?
Use this form to designate an individual other than the Student to assume all rights and responsibilities of an Account in the event of your death, legal incompetence, or if you cannot be located by CollegeInvest.
Change the Beneficiary of this account to another individual who is a member of the family of the Current Beneficiary.
Use this form to roll over all or part of your account from another 529 qualified plan to the CollegeInvest Smart Choice College Savings Plan.