Skip to main content

How do I rollover from my current 529 plan to Backer?

We're happy to help you roll over 529 plans from any provider. To get a rollover started, please:

  • Email us at with an account statements for each beneficiary. We'll use this information to help pre-populate your forms. 
  • Sign up and create an account with us ( You'll need to create each beneficiary as a separate fund within your account.
  • We'll email you the pre-populated paperwork required to execute the rollover for you to sign and securely send back.
Have more questions? Submit a request