Forms for Smart Choice 529 College Savings Plan

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Account Successor Form

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.

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Rollover Form

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.

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