Get the free Connecticut Higher Education Trust Rollover Form

Use this form to rollover existing 529 Plan funds into CHET. It includes instructions for completing the form, types of rollovers, and contribution instructions for investment options.

How to fill out connecticut higher education trust

How to fill out Connecticut Higher Education Trust Rollover Form

1. Obtain the Connecticut Higher Education Trust Rollover Form from the official website or your financial institution.
2. Fill in your personal information, including your name, address, and Social Security number.
3. Provide the details of the account you are rolling over from, including account number and the financial institution's name.
4. Indicate the new account information where the funds will be transferred, including the new account number and financial institution's name.
5. Specify the amount of funds you wish to roll over, ensuring that it complies with the allowable limits.
6. Review the completed form for accuracy and completeness.
7. Sign and date the form to certify the information provided.
8. Submit the form to the appropriate financial institution or agency as instructed.

Who needs Connecticut Higher Education Trust Rollover Form?

1. Account holders looking to transfer funds from one Connecticut Higher Education Trust account to another.
2. Parents or guardians managing funds for their child's education savings.
3. Individuals seeking to consolidate their education savings accounts for better management.
4. Anyone who needs to change the beneficiary on an existing Connecticut Higher Education Trust account.

People Also Ask about

Is the Connecticut 529 plan good?

While the CT 529 offers some tax advantages, our experience is it offers only inferior investment options. This is why investment decisions shouldn't be in the hands of politicians. We stopped funding ours and can't wait to remove the funds that are there.

What state has the best 529 plan?

In no particular order, here are reviews of the best-rated 529 plans as picked by Business Insider's editors in 2025. Oregon College Savings Plan. Ohio's 529 Plan, CollegeAdvantage. UNIQUE College Investing Plan (New Hampshire) Pennsylvania 529 Investment Plan. my529 (Utah) New York's 529 College Savings Program. Alaska 529.

Which states give tax breaks for 529?

States that offer an income tax benefit for 529 plan contributions Arizona. Arkansas. Kansas. Maine. Minnesota. Missouri. Montana. Ohio.

Is chet the same as 529?

Sponsored by the Connecticut Office of the Treasurer and managed by Fidelity, this 529 plan is open to both residents and nonresidents. Connecticut taxpayers are eligible to receive a Connecticut income tax deduction of up to $10,000 on contributions made to CHET.

Does it matter which state you live in for a 529 plan?

For the most part, plans are open to residents of any state. So, if you live in Mississippi, you can invest in Ohio's 529 plan. However, keep in mind that some states have special advantages and benefits for residents of that state selecting an in-state 529 plan.

What is the Connecticut higher education system?

Connecticut State Colleges & Universities (CSCU) is a system of 6 public colleges and universities: 4 state universities, CT State Community College, and Charter Oak State College.

What is Connecticut higher education Trust?

CHET is a state-sponsored, tax-advantaged 529 college savings plan that's helping families and individuals plan for the cost of higher education. CT Treasurer Erick Russell is Trustee of CHET. CHET is a tax-advantaged, low cost savings program specifically designed to help families save for future college costs.

What state has the best performing 529 plan?

In no particular order, here are reviews of the best-rated 529 plans as picked by Business Insider's editors in 2025. Oregon College Savings Plan. Ohio's 529 Plan, CollegeAdvantage. UNIQUE College Investing Plan (New Hampshire) Pennsylvania 529 Investment Plan. my529 (Utah) New York's 529 College Savings Program. Alaska 529.

For pdfFiller’s FAQs

What is Connecticut Higher Education Trust Rollover Form?

The Connecticut Higher Education Trust Rollover Form is a document used to facilitate the transfer of funds from one 529 college savings plan to another, allowing account holders to move their investments while potentially avoiding tax penalties.

Who is required to file Connecticut Higher Education Trust Rollover Form?

Individuals who wish to roll over their assets from one Connecticut Higher Education Trust account to another or from a different state's 529 plan into Connecticut's plan are required to file the rollover form.

How to fill out Connecticut Higher Education Trust Rollover Form?

To fill out the form, account holders need to provide their personal information, the details of the current 529 plan, the information for the new 529 plan, and sign the form to authorize the transfer.

What is the purpose of Connecticut Higher Education Trust Rollover Form?

The purpose of the form is to allow for the seamless transfer of educational savings between different 529 plans, enabling account holders to manage their college savings more effectively.

What information must be reported on Connecticut Higher Education Trust Rollover Form?

The form must report the account holder's name, contact information, the account numbers for both the current and new 529 plans, and the amount to be rolled over.