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Smart Savers Academy

Manage My Accounts On Demand

Recorded

Moving Funds with Virginia529

46:40

Tune in to this session to hear all about the process moving funds into or within the Virginia529 programs. 

Topics discussed include:

  • Moving funds from another qualified tuition plan to Virginia529
  • Changing the investment selection within the Invest529 program
  • Moving funds between Virginia529 programs such as Invest529, Prepaid529 (closed to enrollment), CollegeAmerica and CollegeWealth (closed to enrollment)
  • Words used to describe these actions such as Rollover or Investment Direction and limitations on each

Specific examples will be given while demonstrating the easy to use online process to request movement of fun

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