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 remember there’s always the potential of losing money when investing in securities.

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 Management 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 Investment Distributors, Inc., distributor and underwriter.

Tax treatment varies by state. The tax information set forth on this website is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc., its affiliates or the South Carolina Office of State Treasurer. Please contact your tax advisor before making any tax related decisions.

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.

The Future Scholar 529 College Savings Plan and Columbia Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA.

The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program, and has selected Columbia Management Investment Distributors, Inc as Program Manager. Columbia Management Investment Distributors, Inc, and its affiliates including, Columbia Management Investment Advisers, LLC are responsible for providing certain administrative, recordkeeping and investment services and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.

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


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On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

Investments made in Future Scholar are: NOT FDIC INSURED. No Bank Guarantee.May Lose Value.