CollegeAmerica® 529 incoming rollovers

Logo. CollegeAmerica is a nationwide plan sponsored by Commonwealth Savers

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

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

call (800) 421-4225
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