Edit Cart Close
Your Literature Cart
  • Your cart is currently empty

529 Plan Rollover

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.

Rollovers from UGMA/UTMA accounts may be subject to federal and state income taxes.

3. Get Started

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 visit futurescholar.com for a Program Description pdf, 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.

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 pdf. 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 Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. (Columbia Management) as Program Manager. Columbia Management and its affiliates 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 Investment Advisers, LLC, nor its affiliates, provide tax or legal advice. Please consult your tax adviser before making tax-related decisions.

Questions?

Contact Us

888.244.5674

Monday - Friday

8am - 8pm (EST)

Request a speaker for your event

Learn more