Whether you have an underperforming or higher cost 529 plan, recently moved to Wisconsin, or just want to simplify, consolidating 529 accounts into the Edvest College Savings Plan is easy. Why?
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Get started by opening an Edvest account. It takes just 15 minutes.
If you already have an Edvest account, please download, complete and mail the Edvest Incoming Rollover Form.
Please note: you are allowed one rollover per 12-month period for the same child. Check with your current 529 plan provider to learn about any applicable fees and penalties.