{"id":32,"date":"2021-07-12T16:47:24","date_gmt":"2021-07-12T16:47:24","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=32"},"modified":"2025-05-14T10:21:57","modified_gmt":"2025-05-14T10:21:57","slug":"direct-portfolio-forms","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/forms\/direct-portfolio-forms\/","title":{"rendered":"Direct Portfolio Forms"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero Section” module_class=”hero-section direct-portfolio-forms” _builder_version=”4.16″ da_disable_devices=”off|off|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 _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_breadcrumb _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” 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 ” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Forms for Direct Portfolio 529 College Savings Plans<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”Text Above Button” module_class=”text-above-btn” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

plan managed by:<\/p>\n

[\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Vanquard-Logo-Hero@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Ascensus-Logo-Hero@2x.png” first_logo_alt=”Vanguard-Logo” second_logo_alt=”Ascensus-Logo” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_button button_url=”#enrollment” button_text=”jump to forms” admin_label=”Anchor Link” module_class=”anchor-link anchor-link-dpf” _builder_version=”4.16″ _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\/2021\/09\/Direct-Portfolio-Forms-Hero@2x-1.png” title_text=”Direct-Portfolio-Forms-Hero@2x” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”Direct-Portfolio-Forms-Hero” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Sidebar Section” module_class=”sidebar-section direct-portfolio-forms” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/background-porfolio.png” da_disable_devices=”off|off|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=”3_5,2_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_transition_duration=”0ms” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”p-big-light content-sbs ” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Many transactions \u2013 including contributions made directly from your bank account, exchanges, transfers to another Beneficiary, withdrawals, and address updates \u2013 can be made online.<\/p>\n

If you want to mail a form, this page provides PDFs that can be printed, completed, and mailed. When completed, please return the form(s) to:<\/p>\n

\n
\n

MAILING ADDRESS<\/p>\n

CollegeInvest Direct Portfolio<\/p>\n

College Savings Plan<\/p>\n

PO Box 219931<\/p>\n

Kansas City, MO 64121-9931<\/p>\n<\/div>\n

\n

OVERNIGHT DELIVERY ONLY<\/p>\n

CollegeInvest Direct Portfolio<\/p>\n

College Savings Plan<\/p>\n

1001 E 101st Terrace, Suite 200
Kansas City, MO 64131<\/p>\n<\/div>\n<\/div>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/quick-link.svg” icon_alt=”Blue link icon” admin_label=”Quick links” _builder_version=”4.17.3″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

Quick links:<\/p>\n

Compare Plans<\/a><\/p>\n

Direct Portfolio Plan Disclosure Statements<\/a><\/p>\n

Direct Portfolio Performance<\/a><\/p>\n

Friends and Family gifting<\/a><\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg” icon_alt=”Blue phone icon” admin_label=”Call us” _builder_version=”4.17.3″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

Call us:<\/p>\n

800.997.4295<\/a><\/p>\n

Mon-fri 6am-7pm (mdt)<\/p>\n

[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Single Form Download” module_id=”enrollment” module_class=”sign-up-card direct-portfolio-forms” _builder_version=”4.16″ _module_preset=”default” hover_transition_duration=”0ms” da_disable_devices=”off|off|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 _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=”Headline” module_class=”headline” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Find the Direct Portfolio forms you need<\/h2>\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” global_colors_info=”{}”][et_pb_column type=”4_4″ module_class=”card” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”p-small-dark p-big-dark” _builder_version=”4.17.3″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

Enrollment Kit<\/h3>\n

Use the enrollment form included in this kit to open a Direct Portfolio College Savings Account with CollegeInvest. Start saving for college with Direct Portfolio which offers a Colorado State Income Tax deduction & low initial contributions.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/cdn.unite529.com\/jcdn\/files\/PDF\/pdfs\/colorado\/enrollkit.pdf” url_new_window=”on” button_text=”view form” admin_label=”Button Blue” module_class=”button blue file ” _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Compare Plans” module_class=”compare-plan direct-portfolio-forms top” _builder_version=”4.16″ _module_preset=”default” da_disable_devices=”off|off|off” collapsed=”on” 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” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”on” 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” global_colors_info=”{}”]<\/p>\n

Prefer to enroll online?<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#direct-portfolio” button_text=”enroll online 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_section][et_pb_section fb_built=”1″ admin_label=”Forms Download” module_class=”collegeinvest-form-section” _builder_version=”4.16″ da_disable_devices=”off|off|off” locked=”off” collapsed=”on” 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 _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_collegeinvest_forms posts_number=”-1″ form_type=”21″ module_class=”p-small-dark” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_collegeinvest_forms][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Forms Download” module_class=”collegeinvest-form-section” _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_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
\n\t\t\t\t\t
\r\n\t\t\t\t\"Icon\r\n\t\t\t\t\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Forms for Direct Portfolio 529 College Savings Plansplan managed by:
\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
\n\t\t\t\t\t
\r\n\t\t\t\t
\"Vanguard-Logo\"<\/div>\r\n\t\t\t\t
\"Ascensus-Logo\"<\/div>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Many transactions \u2013 including contributions made directly from your bank account, exchanges, transfers to another Beneficiary, withdrawals, and address updates \u2013 can be made online. If you want to mail a form, this page provides PDFs […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":31,"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-32","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nCollegeInvest Colorado 529 Savings Plans | Direct Portfolio Forms<\/title>\n<meta name=\"description\" content=\"Find the forms & information you need for CollegeInvest's Direct Portfolio 529 college savings plan here. Access your account, download forms, and login.\" \/>\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\/forms\/direct-portfolio-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CollegeInvest Colorado 529 Savings Plans | Direct Portfolio Forms\" \/>\n<meta property=\"og:description\" content=\"Find the forms & information you need for CollegeInvest's Direct Portfolio 529 college savings plan here. Access your account, download forms, and login.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.collegeinvest.org\/forms\/direct-portfolio-forms\/\" \/>\n<meta property=\"og:site_name\" content=\"CollegeInvest\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-14T10:21:57+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.collegeinvest.org\/forms\/direct-portfolio-forms\/\",\"url\":\"https:\/\/www.collegeinvest.org\/forms\/direct-portfolio-forms\/\",\"name\":\"CollegeInvest Colorado 529 Savings Plans | Direct Portfolio Forms\",\"isPartOf\":{\"@id\":\"https:\/\/www.collegeinvest.org\/#website\"},\"datePublished\":\"2021-07-12T16:47:24+00:00\",\"dateModified\":\"2025-05-14T10:21:57+00:00\",\"description\":\"Find the forms & information you need for CollegeInvest's Direct Portfolio 529 college savings plan here. 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