Can I roll over funds from another 529 plan into the Path2College 529 Plan?
You are permitted to transfer funds from another 529 college savings plan to an account in the Path2College 529 Plan 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.
You are permitted to transfer funds from another 529 college savings plan to an account in the Path2College 529 Plan 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 your tax advisor or the other 529 college savings plan. State and local taxes may apply. To complete a rollover, use the Rollover Form (PDF) and complete the appropriate account application.
