{"id":34,"date":"2021-07-12T16:48:06","date_gmt":"2021-07-12T16:48:06","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=34"},"modified":"2025-05-14T10:23:36","modified_gmt":"2025-05-14T10:23:36","slug":"smart-choice-forms","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/forms\/smart-choice-forms\/","title":{"rendered":"Smart Choice Forms"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero Section” module_class=”hero-section smart-choice-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 Smart Choice 529 College Savings Plan<\/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\/Smart-Choice-Hero-Logo@2x.png” first_logo_alt=”FirstBank-Logo” second_logo_alt=”Test 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\/2022\/08\/A003C007_220719_AOCP.mxf_.03_53_04_03.Still002_1-sfw.jpg” title_text=”A003C007_220719_AOCP.mxf.03_53_04_03.Still002_1-sfw” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”Child” 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 smart-choice-forms” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.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” animation_direction=”bottom” collapsed=”off” 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=”content-sbs p-big-light” _builder_version=”4.16″ _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

Select the appropriate form below by clicking on the title. The form will be displayed in PDF version suitable for printing (Adobe Acrobat Reader required). For additional forms not shown below, login to your account.<\/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 Smart Choice<\/p>\n

12345 W Colfax Avenue<\/p>\n

Lakewood, CO 80215<\/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” animation_direction=”right” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/quicklink-icon.png” icon_alt=”Blue link icon” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

quick links<\/p>\n

compare plans<\/a><\/p>\n

Smart Choice Plan Disclosure Statements july 2021<\/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\/08\/phone-icon.png” icon_alt=”Blue phone icon” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

call us<\/p>\n

303.237.5000<\/a><\/p>\n

Toll free: 800.572.4652<\/a><\/p>\n

Walk-ins welcome at any FirstBank location<\/p>\n

[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Enrollment Kit” module_id=”enrollment” module_class=”sign-up-card direct-portfolio-forms” _builder_version=”4.16″ _module_preset=”default” 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 Smart Choice forms you need<\/h2>\n

[\/et_pb_text][\/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=”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” _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_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\/#smart-choice” 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=”Collegeinvest Form Section” module_class=”collegeinvest-form-section smart-choice-forms” _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 _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_collegeinvest_forms posts_number=”-1″ form_type=”28″ 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]<\/p>\n","protected":false},"excerpt":{"rendered":"

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\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 Smart Choice 529 College Savings Planplan managed by:
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\"FirstBank-Logo\"<\/div>\r\n\t\t\t\t\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. Select the appropriate form below by clicking on the title. The […]<\/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-34","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nSmart Choice Forms | CollegeInvest Colorado 529 Savings Plans<\/title>\n<meta name=\"description\" content=\"Download forms for Smart Choice 529 college savings plan through CollegeInvest. View forms for rollover, beneficiary change and account successor requests.\" \/>\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\/smart-choice-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Smart Choice Forms | CollegeInvest Colorado 529 Savings Plans\" \/>\n<meta property=\"og:description\" content=\"Download forms for Smart Choice 529 college savings plan through CollegeInvest. 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