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529 Rollover/Transfer Request Form

Use this form to request a rollover or transfer from another Section 529 program, ESA, Series EE or I Savings Bond, UGMA/UTMA or other investment to a Franklin Templeton 529 College Savings Plan Account.

Literature Code: 529-FROLL

Format: PDF (647k)

Publication Date: 11/12

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Additional Required Material

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  • 529 Investor Handbook
529 Investor Kit

529 Investor Kit

This kit contains everything needed to invest in Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey HESAA, including an Investor Handbook, application forms, rollover form and brochure. More

529 Brochure

529 Brochure

This brochure addresses the value of a college education, projected college costs, ways to pay for college and the benefits of Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey Higher Education Student Assistance Authority. More

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