Access all of the forms you’ll need

The bulk of what you will need to manage and update your Colorado SecureSavings account can be done online, simply by signing in to your account. But, if you prefer to do things offline, we have all the forms you’ll need below as downloadable PDFs.

Auto-enrollment / Opt-out form

This form combines notice of Colorado SecureSavings auto-enrollment and program highlights with an Opt-Out Form to use if you decide you do not want to participate in the program.

Consolidated auto-enrollment / opt-out Form (English)

Consolidated auto-enrollment / opt-out Form (Español)

Add a beneficiary

Use this form to change or add primary beneficiaries and secondary beneficiaries.

Add a beneficiary form (English)

Add a beneficiary form (Español)

Add additional beneficiaries

Use this form to change or add primary beneficiaries and/or secondary beneficiaries that will not fit on your Add a Beneficiary Form.

Add additional beneficiaries form

Account maintenance

Use this form to change or add primary beneficiaries and/or secondary beneficiaries that will not fit on your Add a Beneficiary Form.

Account maintenance form

Withdrawal request

Use this form to request a withdrawal from your Colorado SecureSavings account.

Withdrawal request form

Excess removal worksheet

Use this form if your contributions exceed the annual Roth IRA contribution limit or your income exceeds the maximum allowed for Roth IRA contributions and you need to make a withdrawal to correct the excess.

Excess removal worksheet

Recharacterization form

Use this form to move a contribution originally made to a Roth IRA into a Traditional IRA.

Recharacterization form