Out of State 529 Rollover Ready to roll over your out-of-state 529? CollegeCounts makes it easy!

Whether you’re new to Alabama or simply want to consolidate your 529 accounts, you might consider rolling over your out-of-state 529 plan to CollegeCounts to take advantage of all the benefits the plan has to offer. CollegeCounts is a trusted choice for families in Alabama and across the country who are looking to save for education expenses.

Here’s Why So Many People Make the Switch

  • Attractive Tax Benefits

    Alabama taxpayers are eligible to deduct contributions up to $5,000 ($10,000 if married filing jointly and both spouses contribute) for Alabama state income tax purposes.1 Rollovers from an out-of-state 529 plan also qualify for the Alabama state income tax deduction.2

  • Quality Investment Choices

    Everyone’s financial goals are different, which is why CollegeCounts offers options to fit your needs. Choose from Age-Based, Target, or Individual Fund portfolios featuring funds from respected providers like Vanguard, DFA, T. Rowe Price, Fidelity, PIMCO, and more.

How to Roll Over to CollegeCounts in 3 Simple Steps

  1. Check Your Current Plan

    Review your out-of-state 529 with your tax professional. Be sure to check for any penalties, surrender charges, or recapture provisions before making a move.

  2. Open Your CollegeCounts Account

    If you don’t already have an account, you’ll need to set one up with your financial professional. Get started.

  3. Complete the Rollover Form
    1. Download the rollover form
    2. Obtain a Medallion Signature Guarantee on the Rollover Form (if required by your current 529 plan).
    3. Mail the completed form to CollegeCounts, and we’ll take care of the rest:

      CollegeCounts 529 Fund

      PO Box 85290

      Lincoln, NE 68501-5290

Have questions? Check out our FAQs or reach out to us. We’re here to help!

Open an Account with Your Financial Advisor

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