CollegeInvest Starter Accounts
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Thank you for helping your client open a new 529 plan with CollegeInvest. Please fill out your information and any accounts you've created that qualify for the new account incentive contribution of $25.00.
Account Owner Information
First Name
Last Name
Advisor Name
*
Advisor Firm
*
Advisor Email Address
New Account Information
Add more accounts:
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Account Number
Beneficiary Name
Account Number
Beneficiary Name
Account Number
Beneficiary Name
Account Number
Beneficiary Name
Account Number
Beneficiary Name
CollegeInvest
1600 Broadway, Suite 2300
Denver, CO 80202
Contact Us
salesstarteraccounts@collegeinvest.org
Customer Support 303-376-8839
Fax 303.296.4811
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