CollegeInvest Direct Portfolio College Savings 529 Plan

Select the number of enrollment kits that you would like us to send you and enter your mailing address.

Enrollment Kit

Use the enrollment form included in this kit to open a Direct Portfolio College Savings Plan account.

Incoming Rollover Form

Use this form to request a direct rollover from another qualified 529 plan to a Direct Portfolio College Savings Plan account.

Additional Purchase Form

Use this form to make additional contributions by check to a Direct Portfolio College Savings Plan account.

Automatic Investment / Electronic Bank Transfer Form

Use this form to start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to a Direct Portfolio College Savings Plan account.

Annual Exchange / Future Contribution (Allocation) Change Form

Use this form to move money within a plan account to a different investment option (allowed twice each calendar year) or to change investment options for future contributions (allowed anytime).

Account Information Change Form

Use this form to change your name, address, phone number, or successor account owner information or to add an interested party to your account in Direct Portfolio College Savings Plan.

Beneficiary Change Form

Use this form to change the beneficiary on an existing Direct Portfolio College Savings Plan account or to transfer a portion of the account assets to a new beneficiary's account. (If the new beneficiary's account has not been opened, also complete an Enrollment Kit.)

Payroll Direct Deposit Form

Use this form if your employer offers direct deposit through payroll and you want to have money automatically deducted from your paycheck and deposited into a Direct Portfolio account, or if you want to change your existing direct deposit instructions.(NOTE: If you do not currently have a Direct Portfolio account, you will also need to request and complete an enrollment form to establish an account).

Withdrawal Request Form

Use this form to request an indirect rollover, qualified withdrawal, or nonqualified withdrawal from a Direct Portfolio College Savings Plan account.

Limited Power of Attorney/Agent Authorization Form

Use this form to grant another person or organization limited authority to act on your CollegeInvest Direct Portfolio College Savings Plan account(s). This means that the person or organization may receive certain account information or take certain actions that you specify on the form.

Power of Attorney Form

Use this form to grant another person or organization complete authority to act on your CollegeInvest Direct Portfolio College Savings Plan account(s). This means that the person or organization may receive any account information or take any action that you, as the owner of the account, could receive or take.

Organization Resolution Form

Organizations designated as an agent on a Power of Attorney form or a Limited Power of Attorney/Agent Authorization form must use this form to identify the individual(s) who is authorized to receive information or act on CollegeInvest Direct Portfolio College Savings Plan account(s) on behalf of that organization.

First Name

Last Name

Address 1

Address 2

City

State

ZipFirst 5 digits Zip Ext

Note: If you require more than three copies of any individual form or kit, please contact us for assistance.