How do I roll over my SavvyFi 529 account?

If you're ready to transfer your 529 funds from SavvyFi to another 529 plan, follow these steps:

Step-by-Step Rollover Instructions

1. Complete Form 300 – Withdrawal Request

   • Fill out Section 4 under Direct Rollover with your new 529 plan’s details.
   • Check the box confirming whether the beneficiary remains the same.
   • If you're changing the beneficiary, enter the new beneficiary’s name in the space provided.
   • Sign and date the form at the bottom.

2. Complete Form 110 – Account Owner Signature Card

   • Enter your Social Security Number or Taxpayer Identification Number in Section 1.
   • Sign and date the form at the bottom.

3. Submit Both Forms

   • Mail the completed Form 300 and Form 110 to:
     my529
     PO Box 145100
     Salt Lake City, UT 84114-5100

What Happens Next?

Once your rollover is processed and the funds are transferred to your new 529 account, we’ll close your SavvyFi account.

Questions? Reach out to support@savvyfi.co — we’re here to support you.