CollegeAmerica® 529 incoming rollovers

Before you get started

Review guidelines, considerations and answers to common questions about moving money into a CollegeAmerica 529.

CollegeAmerica 529 incoming rollover FAQ arrow_forward

Moving money to your CollegeAmerica 529 account at Capital Group is easy

To roll over or move a 529 or other education account into your CollegeAmerica 529 account at Capital Group, refer to the following steps, based on the type of money movement:
 

Rollover from another 529 account

Follow these steps to move your 529 from another institution to your CollegeAmerica 529 at Capital Group.

 

Step 1:

Contact the institution currently holding the money to confirm their requirements to roll over the funds.

 

Step 2:

Complete and return the CollegeAmerica Rollover/Transfer Request.

CollegeAmerica Rollover/Transfer Request (PDF) arrow_forward

Move from a Virginia529 plan, Coverdell or other education savings account

The process to move money from these account types into a CollegeAmerica 529 can vary. Contact us or the resigning institution to determine the requirements for moving the funds.

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Popular tasks for CollegeAmerica 529s

Contribute to a 529 account

Learn how to make a contribution or set up recurring contributions and options for friends and family to contribute to your CollegeAmerica account.

529 CONTRIBUTIONS

Update a 529 beneficiary or account owner

Learn how to update the beneficiary, successor owner or owner on a CollegeAmerica account.

529 BENEFICIARIES AND OWNERS

529 FAQ

Get answers to frequently asked questions on transacting in and updating a CollegeAmerica account.

529 FAQ

Roll over out of a CollegeAmerica 529 account

Learn how to move your Capital Group CollegeAmerica account to an account with another institution.

OUTGOING 529 ROLLOVERS

Contact us

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call (800) 421-4225
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