Can I transfer assets in a Coverdell Education Savings Account to the Oregon College Savings Plan?
Yes. You can transfer Coverdell Education Savings Account (ESA) funds into your Oregon College Savings Plan account by using our Rollover Form (PDF). The transfer of funds can be made tax free so long as the contributions to your account are being made for the same beneficiary within the same taxable year. Consult your tax advisor for more info.