Can I roll over funds from another 529 plan into CHET?
You are permitted to transfer funds from another 529 college savings plan to an account in CHET for the same beneficiary once within a 12-month period without incurring federal income tax. The 529 college savings plan from which you are transferring funds may be subject to differences in features, costs and surrender charges. You should consult with your tax advisor or the other 529 college savings plan. State and local taxes may apply. To do a rollover, use the Rollover Form (PDF, 51KB).
You are permitted to transfer funds from another 529 college savings plan to an Account in CHET for the same beneficiary once within a 12-month period without incurring federal income tax. The 529 college savings plan from which you are transferring funds may be subject to differences in features, costs and surrender charges. You should consult with your tax advisor or the other 529 college savings plan. State and local taxes may apply.
Transfer Funds from Another 529 College Savings Plan Already have a 529 college savings plan account with another state and want to move the assets to a CHET account? Complete the Rollover Form (PDF, 56KB) and return it to us along with your enrollment … http://www.aboutchet.com/misc/rollover_popup.
