Rollover from Another 529 Plan

A Program of the Tennessee Department of Treasury · David H. Lillard, Jr., State Treasurer

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Roll Over From Another 529 Plan

If you’re ready to roll over from your current 529 plan to take advantage of the many benefits that come with a TNStars account, you’re in the right place!

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Get started today with a 529 Rollover

Once you’ve opened your new TNStars account you can request a direct rollover from another qualified 529 plan or Education Savings Account to a TNStars account.

Online: Login to your TNStars Account

By Mail: Complete the Incoming Rollover Form

Note: The IRS allows only one tax-free rollover of a 529 account per beneficiary in a 12-month period. Refer to IRS Publication 970 for more information on this. However, there is no restriction on the number of times you can rollover a 529 plan to a "member of the family" of the beneficiary. You may refer to IRS Publication 970, pg. 51 for clarity regarding the definition of "member of the family."