Incoming Rollover or Transfer

Increase Future Scholar 529 College Savings with a contribution from a rollover or a transfer from another eligible account in 3 simple steps.


	1. Verify that you have a Future Scholar account
	If you do not have an account, enroll now


	2. Make sure your rollover or transfer is from an eligible account
	Rollover or transfer assets from any of the following accounts into your Future Scholar account. Follow the links for more information on eligibility and tax implications: Rollovers/transfers from these accounts may generally be made free of federal income taxes. • Other State Section 529 Program Accounts • Coverdell Education Savings Accounts • Qualified U.S. Savings Bonds Rollovers from UGMA/UTMA accounts may be subject to federal and state income taxes. • Custodial Accounts

3. Get Started

• Complete the Future Scholar Incoming Transfer/Rollover form

• Make sure you've completed the required documentation that shows the earning and principal portions
of your rollover.

• Mail completed forms along with check to:

Regular Mail:

Future Scholar 529 College Savings Plan
P.O. Box 8036
Boston, MA 02266-8036

Overnight Mail:

Future Scholar 529 College Savings Plan
30 Dan Road
Canton, MA 02021

Please consider the investment objectives, risks, charges and expenses carefully before investing in the Future Scholar 529 College Savings Plan. Contact your financial advisor or Columbia for a Program Description, which contains this and other important information. Read it carefully before investing. You should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Columbia Management Distributors, Inc., distributor and underwriter.

The Direct Plan is sold directly by the Program and is limited to a specific group of investors, as described in the Program Description. You may also participate in the Advisor Plan, which is sold exclusively through financial advisors. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Please contact your financial advisor for additional information on the Advisor Plan.

Columbia Management Group, LLC (Columbia Management) is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors. The Future Scholar 529 College Savings Plan and Columbia Funds are distributed by Columbia Management Distributors, Inc., member FINRA and SIPC. Columbia Management Distributors, Inc., is part of Columbia Management and an affiliate of Bank of America Corporation.

The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program, and has selected Columbia Management Distributors, Inc. as Program Manager. Columbia Management Distributors, Inc., certain affiliates and its parent company are responsible for providing certain administrative, recordkeeping and investment services and for the marketing of the Program. Neither Columbia Management nor Columbia Management Distributors, Inc. is affiliated with the State Treasurer or Upromise, Inc.

This information does not constitute tax or legal advice. Neither the State Treasurer, Columbia Management or any of its affiliates, including Columbia Management Distributors, Inc., provide tax or legal advice. Please consult your tax advisor before making tax-related decisions.


	Questions?
	Contact Us 888.244.5674 Monday - Friday 8am - 8pm (EST)