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Can I transfer assets in a Coverdell Education Savings Account to CHET?

April 26, 2017assets CHET Coverdell Education savings account transfer

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Can I transfer assets in a Coverdell Education Savings Account to CHET?

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Yes, but you should discuss this with your financial advisor to determine if there are any tax or other consequences. To do a transfer, use the Rollover Form (PDF, 56KB).

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… 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) * A++, A.M. Best Company (as of 9/08); AAA, Fitch Ratings (as of 8/08); Aaa, Moody’s Investors Service (as … http://www.aboutchet.com/faq/market_volatility.