CollegeWell

DOCUMENTS & FORMS

Enroll in the Plan today to lock in current tuition rates — and start saving.

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All the plan paperwork you need, right at your fingertips.  Log in to your account to submit completed forms or find what else you need.

Documents

Plan Disclosure Statement & Enrollment Agreement

Pricing Guide

Forms

Account Maintenance Form

Authorized Agent/Interested Party Form

Entity Enrollment Form

Incoming Rollover Form

Inter-Account Transfer Form

Enroll in the Plan today to lock in current tuition rates — and start saving.

ENROLL Log in
For Financial Advisors