How to Roll Over Funds from Another 529 Plan
Rollovers to the Maryland College Investment Plan are accepted from other qualified 529 plans, including the Maryland Prepaid College Trust.
1. Before you initiate the rollover process, we recommend contacting the current 529 provider/manager to verify the funds are eligible for a rollover to the Maryland College Investment Plan and what their requirements are for processing a rollover.
2. Once you have confirmed your funds are eligible for a rollover:
Mail the completed Rollover Form to the address listed on the form. Your rollover should be processed and completed within a few weeks.