{"id":24,"date":"2021-07-12T16:44:16","date_gmt":"2021-07-12T16:44:16","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=24"},"modified":"2024-01-12T09:41:17","modified_gmt":"2024-01-12T09:41:17","slug":"enrollment-checklist","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/enrollment-checklist\/","title":{"rendered":"Enrollment Checklist"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero Section” module_class=”hero-section border-corner” _builder_version=”4.16″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Hero Content” module_class=”headline h1-dark enrollment-checklist” _builder_version=”4.16″ _module_preset=”default” custom_margin=”|-45px|||false|false” custom_margin_tablet=”|0px|||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n

Enrollment Checklist<\/h1>\n

Now that you\u2019re ready to open an account, let\u2019s review what you will need during the enrollment process.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/images\/pdfs\/Enrollment%20Checklist.pdf” url_new_window=”on” button_text=”PRINT THE ENROLLMENT CHECKLIST” module_class=”button light-blue btn-large” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2022\/08\/2U9A0297_1-sfw.jpg” title_text=”2U9A0297_1-sfw” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”A mom playing with the feet of her baby” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Enrollment Checklist Section” module_class=”number-cards no-background” _builder_version=”4.16″ da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” module_class=”grid-equal-height” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”card” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

\n
\"Icon<\/div>\n

Account Owner<\/h3>\n<\/div>\n

You or the person who will manage the investment options of the account, and the use of funds on behalf of the Beneficiary.<\/p>\n

You will need their:<\/p>\n

    \n
  • Full name<\/li>\n
  • Social Security number<\/li>\n
  • Date of birth<\/li>\n
  • Mailing address and\/or U.S. permanent address<\/li>\n<\/ul>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”card” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

    \n
    \"Icon<\/div>\n

    Beneficiary<\/h3>\n<\/div>\n

    The Beneficiary is the student who will use the funds for college expenses.<\/p>\n

    You will\u00a0need their:<\/p>\n

      \n
    • Full name<\/li>\n
    • Social Security number<\/li>\n
    • Date of birth<\/li>\n
    • Mailing address<\/li>\n<\/ul>\n

      [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”card” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

      \n
      \"Icon<\/div>\n

      Successor Account Owner<\/h3>\n<\/div>\n

      You may want to name a Successor Account Owner. A Successor Account Owner becomes the owner of the account in the event of the death of the Account Owner.<\/p>\n

      You will need their:<\/p>\n

        \n
      • Full name<\/li>\n
      • Social Security number<\/li>\n
      • Date of birth<\/li>\n
      • Mailing address<\/li>\n<\/ul>\n

        [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”card” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

        \n
        \n\"Icon\n<\/div>\n

        Initial Contribution<\/h3>\n<\/div>\n
        \n
        \n

        If you would like to make your contribution by mail, look on our website for your particular plan and follow those instructions on where to send your check. If you would like to make your initial contribution electronically or want to establish an ongoing automatic contribution plan, you will need:<\/p>\n

          \n
        • Bank account number<\/li>\n
        • Bank routing number<\/li>\n
        • A voided check may need to be submitted<\/li>\n<\/ul>\n<\/div>\n
          \"An<\/div>\n<\/div>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”That\u2019s it!” module_class=”no-margin” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” animation_style=”slide” animation_direction=”bottom” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ module_class=”m0″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Section title” module_class=”section-title” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” global_colors_info=”{}”]<\/p>\n

          That’s it!<\/h2>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Select Plans” module_class=”select-plans-for-higher-education enrollment-checklist” _builder_version=”4.16″ _module_preset=”default” background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png” da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row admin_label=”Headline” module_class=”headline” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Title” _builder_version=”4.16″ _module_preset=”default” text_text_color=”#FFFFFF” background_layout=”dark” custom_margin=”||||false|false” global_colors_info=”{}”]<\/p>\n

          Choose your CollegeInvest savings plan and enroll below:<\/h2>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ make_equal=”on” disabled_on=”off|off|off” admin_label=”List Card” module_class=”plan-cards” _builder_version=”4.9.9″ _module_preset=”default” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||||false|false” animation_style=”slide” animation_direction=”bottom” global_module=”241936″ collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_4″ module_class=”direct-portfolio” _builder_version=”4.16″ _module_preset=”default” animation_direction=”left” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”healdine” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          Direct Portfolio<\/h3>\n

          [\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Vanquard-Logo@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Ascensus-Logo@2x.png” first_logo_alt=”vanguard logo” second_logo_alt=”acensus logo” module_class=”direct-portfolio” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_text admin_label=”Content” module_class=”content-pc” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          most popular plan<\/p>\n

          A choice of aggressive to conservative investments, age-based options, individual portfolios, and more.<\/p>\n

          [\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#direct-portfolio” button_text=”enroll in this plan” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE2In19@” button_text=”view plan details” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ module_class=”stable-value-plus” _builder_version=”4.16″ _module_preset=”default” animation_direction=”left” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”healdine” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          Stable Value Plus<\/h3>\n

          [\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Nationwide-Logo@2x.png” first_logo_alt=”nationwide logo” module_class=”stable-value-plus about” _builder_version=”4.16″ _module_preset=”default” custom_margin=”-20px||-5px||false|false” custom_padding=”|10px|||false|false” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_text admin_label=”Content” module_class=”content-pc” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          Protects your principal AND guarantees a 1.79% annual rate of return for years 2023 and 2024 (net of fees).<\/p>\n

          [\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#stable-value-plus” button_text=”enroll in this plan” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE5In19@” button_text=”view plan details” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ module_class=”smart-choice” _builder_version=”4.16″ _module_preset=”default” animation_direction=”right” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”healdine” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          Smart Choice<\/h3>\n

          [\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/1st-bank-logo@2x.png” first_logo_alt=”1st bank logo” module_class=”smart-choice” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_text admin_label=”Content” module_class=”content-pc” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          CollegeInvest\u2019s FDIC-insured 529 savings plan.<\/p>\n

          [\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#smart-choice” button_text=”enroll in this plan” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE4In19@” button_text=”view plan details” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.16″ _dynamic_attributes=”button_url” _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ module_class=”scholars-choice” _builder_version=”4.16″ _module_preset=”default” animation_direction=”right” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”healdine” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          Scholars Choice<\/h3>\n

          [\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Nuveen-Logo@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/TIAA-logo@2x.png” first_logo_alt=”1st bank logo” second_logo_alt=”TIAA Logo” module_class=”scholars-choice about” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”TIAA Logo” title_text=”TIAA-logo@2x” sticky_enabled=”0″][\/cumo_two_logo_inline][et_pb_text admin_label=”Content” module_class=”content-pc” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          for financial professionals<\/p>\n

          Your financial advisor will open your plan on your behalf. This plan offers advisors and investors a variety of great benefits.<\/p>\n

          [\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#scholars-choice” button_text=”enroll in this plan” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_url=”\/529-savings-plans\/scholars-choice\/” button_text=”view plan details” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Swipe to show” module_class=”swipe-to-show” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]SWIPE TO SEE MORE[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Compare Plans” module_class=”about-compare-plans enrollment-checklist” _builder_version=”4.16″ _module_preset=”default” da_disable_devices=”off|off|off” locked=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row admin_label=”Compare Plans” module_class=”compare-plan” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” locked=”off” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Compare Plans” module_class=”content” _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

          Not sure which plan is right for you?<\/p>\n

          [\/et_pb_text][et_pb_button button_url=”\/compare-529-plans\/” button_text=”Compare all four plans here ” admin_label=”Button Light Blue” module_class=”button light-blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Footnotes” module_class=”foot-notes black” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

          Investment returns are not guaranteed, and you could lose money, including principal.<\/p>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

          Enrollment Checklist Now that you\u2019re ready to open an account, let\u2019s review what you will need during the enrollment process. 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 will need their: Full name Social Security number Date […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-24","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nOpen a Colorado 529 Savings Plan | Enrollment Checklist<\/title>\n<meta name=\"description\" content=\"If you\u2019re ready to open an account, you can find the information you'll need during the enrollment process here in this helpful checklist from CollegeInvest\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.collegeinvest.org\/enrollment-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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