Ive already invested in another states 529 plan. Can I transfer my account to CollegeBoundfundSM?
Yes, you may roll over or transfer funds invested in another state’s 529 plan to CollegeBoundfundSM at any time by completeing an Incoming Transfer/Rollover form. However, a rollover or transfer before 2002 requires a change in beneficiary to a family member of the existing beneficiary. Effective in 2002, direct transfers or rollovers from one 529 plan to another will be allowed for the same beneficiary. However, there will be a limit of one rollover or transfer per 12-month period for the same beneficiary.
