College Savings Plan Rollover Form
Important information about this form:
• Fill out this form to make a rollover from another 529 College Savings account,
a UTMA/UGMA Account*, Coverdell Education Savings Account or qualified
U.S. Savings Bond.
• Do not use this form to roll over a Guaranteed Education Tuition (GET)
program account to DreamAhead. To learn more about how to initiate a
GET to DreamAhead rollover, visit www.dreamahead.wa.gov/get-rollovers.
• Do not use this form to change the Beneficiary of a DreamAhead account,
instead use the Change Beneficiary Form.
• If you need to open an account, sign up online at DreamAhead.wa.gov or
submit an Enrollment Form along with this form.
• The Account Owner must remain the same. If you would like to change the
Account Owner, please do so on the other 529 College Savings account before
completing this form.
• For direct rollovers from other 529 College Savings accounts into your
DreamAhead account, you must have the information available for your
other 529 College Savings accounts. The funds will be sent directly to your
DreamAhead account by the Plan Manager for the other 529 college savings
account. The other 529 College Savings account might also require
a Medallion Signature Guarantee in Step 7.
• For indirect rollovers from a 529 College Savings account, you must deposit
the amount you withdrew from the other 529 College Savings account within
60 days of opening a new DreamAhead account or the monies may be subject
to tax penalties.
• You can only make one rollover for this Beneficiary’s account once every
• There’s a $500,000 maximum account balance for DreamAhead accounts.
• A Medallion Signature Guarantee is required for an entity account or an
account for which the individual completing the form is acting in a legal
capacity as a representative of the Account Owner (Step 7).
• Make sure you use black ink to type or print clearly in capital letters. Please
use a paperclip, do not staple pages together.
Give us a call Monday – Friday
from 6am – 5pm PT at
Mail the form to:
P.O. Box 9661
Providence, RI 02940-9661
4400 Computer Drive
Westborough, MA 01581
* Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)