Rollovers to Another 529 Plan

Rollover Other 529 Contributions into the Plan with Ease

You can rollover other 529 or Coverdell Education Savings Account (CESA or ESA) assets you have into a Texas Tuition Promise Fund account.

Rollovers from Texas Tuition Promise Fund to Another 529 Plan

You can transfer (or rollover) the Transfer Value of unused tuition units to a 529 college savings plan, such as another state’s 529 plan or the Texas College Savings Plan ®. Money in your Texas College Savings Plan account can be used for:
  • Undergraduate and graduate school
  • Books, supplies and equipment required for attendance
  • Certain room and board expenses
  • Certain special needs services

Transfer Value (Transfer Outside of Plan) is limited to the lesser of (1) the costs the Tuition Units would cover at a public in-state college or university or (2) the original purchase price of the Tuition Unit plus or minus the Plan’s net investment earnings or losses on that amount.

Download our Rollover Form

Questions? Please call us at 1.800.445.GRAD (4723), option # 5.