{"id":31,"date":"2021-07-12T16:47:07","date_gmt":"2021-07-12T16:47:07","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=31"},"modified":"2025-04-29T19:55:32","modified_gmt":"2025-04-29T19:55:32","slug":"forms","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/forms\/","title":{"rendered":"All Forms"},"content":{"rendered":"

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529 College Savings Plan Forms<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Plan Cards Simplified Forms” module_class=”page-forms-cards ” _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_4,1_4,1_4,1_4″ make_equal=”on” admin_label=”List Card” module_class=”plan-cards ” _builder_version=”4.16″ _module_preset=”default” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”||||false|false” animation_style=”slide” animation_direction=”bottom” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” 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_button button_url=”\/forms\/direct-portfolio-forms\/” button_text=”view forms” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_button button_url=”https:\/\/www.collegeinvest529.com\/cotpl\/auth\/ll.cs” url_new_window=”on” button_text=”log into your account” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.16″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” 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” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_button button_url=”\/forms\/stable-value-plus-forms\/” button_text=”view forms” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_button button_url=”https:\/\/myaccount.collegeinvest.org\/” url_new_window=”on” button_text=”log into your account ” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” 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_button button_url=”\/forms\/smart-choice-forms\/” button_text=”view forms” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_button button_url=”https:\/\/www.efirstbank.com\/home.htm” url_new_window=”on” button_text=”log into your account” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” 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=”nuveen logo” second_logo_alt=”TIAA Logo” module_class=”scholars-choice” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_button button_url=”\/forms\/scholars-choice-forms\/” button_text=”view forms” admin_label=”Button Blue” module_class=”select-plan-button button blue” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_button button_url=”https:\/\/www.scholarschoice529.com\/coatpl\/auth\/ll.cs” url_new_window=”on” button_text=”log into your account” admin_label=”Button Underline” module_class=”button-underline” _builder_version=”4.17.3″ _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” 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 _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

SWIPE TO SEE MORE<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Flexible Promo Vertical Image” module_class=”flexible-promo-vertical-image h2-light p-big-light page-forms” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Background-Forms.png” 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_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/AM@2x.png” alt=”A father holding his baby in front of him” title_text=”AM@2x” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][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=”Content” module_class=”content-fpvi” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Legislative and Tax Treatment Updates<\/h2>\n

Here at CollegeInvest, we want to help you stay informed with the most recent information regarding your 529 savings plan! Learn more about legislation that may impact your account or offer additional investment opportunities.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/legislative-updates\/” button_text=”learn more” admin_label=”Button White” module_class=”button white” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

529 College Savings Plan FormsDirect Portfolio

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\"vanguard<\/div>\r\n\t\t\t\t
\"acensus<\/div>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Stable Value Plus
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\"nationwide<\/div>\r\n\t\t\t\t\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Smart Choice
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\"1st<\/div>\r\n\t\t\t\t\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Scholars Choice
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\"nuveen<\/div>\r\n\t\t\t\t
\"TIAA<\/div>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>SWIPE TO SEE MORELegislative and Tax Treatment Updates Here at CollegeInvest, […]<\/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-31","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nCollegeInvest Colorado 529 Savings Plans | Forms By Plan<\/title>\n<meta name=\"description\" content=\"Download forms for scholars choice 529 college savings plans through CollegeInvest. 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