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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 support@backer.com 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 (https://backer.com/signin). 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.
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