How can I roll over funds from another 529 College Savings Plan into my Oregon College Savings Plan account?

It’s easy. Just download and complete our Rollover Form (PDF). Remember, you can transfer funds from another 529 College Savings Plan into an Oregon College Savings Plan account without incurring any federal income tax if you do so within a 12-month period and if the funds are for the same beneficiary or a family member. Also, worth noting, the plan from which you are transferring funds may have different features and fees, so it’s best to consult your tax advisor and your other 529 College Savings Plan manager before you initiate your rollover.

RolloversRachel Diesel