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IMPORTANT NOTICE: The Texas Tuition Promise Fund is established and maintained by the Texas Prepaid Higher Education Tuition Board. The Texas Sunset Advisory Commission performs periodic reviews of most state agencies. The Commission is currently reviewing the mission and performance of the Board. For information on how to provide comments or suggestions to Sunset staff on the Board’s mission, operations or services, please click here.


Rollovers to Another 529 Plan


Rollovers to Another 529 Plan

Rollover Other 529 Contributions into the Plan with Ease

You can rolloverrollover
A tax-free reinvestment from one qualified 529 Plan to another within a specific time frame. The time frame for a qualified rollover is usually 60 days provided that no other rollovers have occurred with respect to the Beneficiary within the prior 12 months. Please refer to the Plan Description for details regarding rolling into or out of the Plan.
other 529 or Coverdell Education Savings Account (CESA or ESA)Coverdell Education Savings Account (CESA or ESA)
A trust or custodial account in which contributions grow on a tax-deferred basis and withdrawals are tax free if used to pay for a broad range of educational expenses, including private high school tuition. Unlike 529 plans, ESAs have annual contribution limits and income restrictions.
assets you have into a Texas Tuition Promise Fund account.

Rollovers from Texas Tuition Promise Fund to Another 529 Plan

You can transfer (or rollover) the Transfer ValueTransfer Value
Transfer value is limited to the lesser of: 1) the costs the unit would cover at a Texas public college; or, 2) the price paid for the unit, plus or minus the Plan’s net investment earnings or losses on that amount. Transfer value does not include any state-provided or procured matching contributions or earnings thereon.
of unused tuition units to a 529 college savings plan, such as another state’s 529 plan or the Texas College Savings Plan ®. Money in your Texas College Savings Plan account can be used for:

  • Undergraduate and graduate school
  • Books, supplies and equipment required for attendance
  • Certain room and board expenses
  • Certain special needs services

Transfer ValueTransfer Value
Transfer value is limited to the lesser of: 1) the costs the unit would cover at a Texas public college; or, 2) the price paid for the unit, plus or minus the Plan’s net investment earnings or losses on that amount. Transfer value does not include any state-provided or procured matching contributions or earnings thereon.
(Transfer Outside of Plan) is limited to the lesser of (1) the costs the Tuition UnitsTuition Units
Tuition Units are the unit of measure used to purchase prepaid tuition. Generally, one unit represents one percent of the cost of tuition and required fees for 30 semester hours at the school that most closely matches the unit’s pricing structure.
would cover at a public in-state college or university or (2) the original purchase price of the Tuition Unit plus or minus the Plan’s net investment earnings or losses on that amount.

Download our Rollover Form

Questions? Please call us at 1.800.445.GRAD (4723), option # 5.