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

You can choose to roll over part or all of the funds in your Oregon College Savings Plan account into another 529 plan by filling out a rollover form from your new 529 College Savings Plan. Keep in mind that if you roll over your entire account balance, your Oregon College Savings Plan account will still remain open until you decide to close it.

You can make one rollover in a 12-month period without being taxed. And note, there is a $25 rollover fee for rollovers outside of Oregon’s plan.

RolloversRachel Diesel