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