We're happy to help you roll over 529 plans from any provider. To get a rollover started, please:
- Email us at firstname.lastname@example.org 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.