Roll over to NEST.

It’s easy to roll over your out-of-state 529 plan and start enjoying all the great benefits NEST has to offer.

Easy as 1-2-3

  1. Review your current out-of-state 529 with your financial professional. Consider any surrender charges or penalties the out-of-state 529 plan may impose.

  2. Open your NEST account, if you don’t have one already.

  3. Complete the Incoming Rollover Form1 with your financial professional.

      • Obtain a Medallion Signature Guarantee on the form to confirm your identity and the transfer of securities.
      • Attach a copy of the latest statement from your out-of-state 529 plan.
      • Mail the form to NEST and we’ll handle the rest.