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ROLLOVERS


Roll Other 529 Contributions into the Plan with Ease

You can Rollover:  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 assets you have into a Texas Tuition Promise Fund account.

Download our Rollover Form.

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