CollegeWell

DOCUMENTS & FORMS

10 minutes could change everything. Start your journey with savings, today.

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

10 minutes could change everything. Start your journey with savings, today.