Get the free Oregon College Savings Plan Rollover Form

Name: Fillable Online Rollover Form for New or Existing Accounts Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.5 (49 reviews)

Get Form

Show details

This form is used to roll over funds into the Oregon College Savings Plan from another qualified tuition program or Coverdell Education Savings Account.

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign oregon college savings plan

Edit your oregon college savings plan form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your oregon college savings plan form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit oregon college savings plan online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Here are the steps you need to follow to get started with our professional PDF editor:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.

3

Edit oregon college savings plan. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.

With pdfFiller, it's always easy to work with documents. Try it out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out oregon college savings plan

How to fill out Oregon College Savings Plan Rollover Form

01

Obtain the Oregon College Savings Plan Rollover Form from the official website or your account provider.

02

Fill in your personal information, including your name, address, and Social Security number.

03

Provide details of the account from which you are rolling over funds, including the account number and financial institution.

04

Indicate the total amount you wish to roll over to the Oregon College Savings Plan.

05

Sign and date the form to authorize the rollover.

06

Submit the completed form to your financial institution and keep a copy for your records.

Who needs Oregon College Savings Plan Rollover Form?

01

Individuals with existing college savings accounts from other states who wish to transfer their funds to the Oregon College Savings Plan.

02

Parents or guardians looking to consolidate their child's college savings under Oregon's tax benefits.

Fill form : Try Risk Free

Rate the form

4.5

Satisfied

49 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What is Oregon College Savings Plan Rollover Form?

The Oregon College Savings Plan Rollover Form is a document that allows account holders to transfer funds from one Oregon College Savings Plan account to another without incurring taxes or penalties.

Who is required to file Oregon College Savings Plan Rollover Form?

Individuals who wish to transfer their funds between Oregon College Savings Plan accounts or from another qualifying college savings plan to an Oregon College Savings Plan account are required to file this form.

How to fill out Oregon College Savings Plan Rollover Form?

To fill out the Oregon College Savings Plan Rollover Form, provide personal information, such as the account holder's name and Social Security number, details of the accounts involved in the rollover, and sign the form to authorize the transfer.

What is the purpose of Oregon College Savings Plan Rollover Form?

The purpose of the Oregon College Savings Plan Rollover Form is to facilitate the tax-free transfer of funds between college savings accounts, ensuring compliance with federal and state regulations.

What information must be reported on Oregon College Savings Plan Rollover Form?

The information that must be reported on the form includes the account holder's personal details, the Oregon College Savings Plan account number, the amount being rolled over, and any relevant details regarding the previous account.

Fill out your oregon college savings plan online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now