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Get the free TN Stars College Savings 529 Program Rollover Form

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This document is used to execute a rollover of assets from another Section 529 Plan into the TN Stars College Savings 529 Program.
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How to fill out TN Stars College Savings 529 Program Rollover Form

01
Obtain the TN Stars College Savings 529 Program Rollover Form from the official website or customer service.
02
Provide your personal information including your name, address, and account number.
03
Indicate the account from which you are rolling over funds, ensuring it is also a qualified 529 plan.
04
Fill in the amount you wish to roll over.
05
Sign and date the form to authorize the rollover.
06
Submit the completed form as instructed, either by mail or electronically.

Who needs TN Stars College Savings 529 Program Rollover Form?

01
Anyone who has a 529 plan account and wishes to transfer funds to the TN Stars College Savings 529 Program.
02
Individuals looking to consolidate their educational savings accounts.
03
Families with beneficiaries that need to change the account holder or investment options within a 529 plan.
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People Also Ask about

529s count against you for federal aid “The greater the assets in the plan, the less aid is available from grants, loans and financial scholarships.” It's important to note, however, that the hit to financial aid depends on who owns the account.
Total College Savings Held in 529 Plans in Millions, 2024 State⇅Total 529 College Savings Assets⇅Total 529 Prepaid Tuition Assets⇅ California $15,581 $15,581 Colorado $12,246 $12,246 Connecticut $5,985 $5,985 Delaware $685 $6856 more rows • Feb 19, 2025
The money invested in your TNStars account can be withdrawn tax-free to pay for qualified education expenses like tuition, housing, books and more at any school that accepts federal financial aid, including trade or technical schools, community colleges, and four-year universities, both in-state and out-of-state.
529 plan disadvantages The plan owner can liquidate the account or change the beneficiary at any time, as the beneficiary has no legal control over the funds. Limited investment options: Often, 529 plans offer a limited range of investment options since you must choose from the portfolio your plan offers.
There are two ways you can roll over your 529 college savings plan. You can either fill out a rollover form for the new plan and let the plan administrators handle the transfer, or you can take a distribution from your existing account and deposit the money into the new plan as a rollover contribution.

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The TN Stars College Savings 529 Program Rollover Form is a document used to transfer funds from one 529 college savings plan to another without incurring tax penalties.
Account owners who wish to transfer funds from their existing 529 college savings plan to the TN Stars program must file the rollover form.
To fill out the form, you need to provide the account details of both the current and new 529 plans, including the account number, the amount to be rolled over, and signature of the account owner.
The purpose of the form is to facilitate the tax-free transfer of funds from one 529 college savings account to another, allowing for increased flexibility and potentially better investment options.
The form requires reporting information such as the account owner's name, current 529 plan details, the new TN Stars account information, and the total rollover amount.
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