Incoming rollover 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by selecting the type of rollover you are initiating. Check only one option: A for an Out-of-State 529 College Savings Plan, B for a Coverdell Education Savings Account, or C for a re-allocation from another Nebraska State-Issued 529 Plan.
3. Fill in your TD Ameritrade 529 College Savings Plan account information, including your account number, legal names of both the account owner and beneficiary, and the last four digits of the beneficiary's Social Security Number.
4. Provide details about the account being rolled over. Include the name of the 529 plan or CESA, account number, program manager's name and address, and contact information.
5. Indicate whether the current beneficiary is the same as in Section 2 by checking A or B. If different, provide the new beneficiary's name and relationship.
6. Complete rollover instructions by choosing full or partial liquidation. Specify amounts and fund names as necessary.
7. Sign and date at the bottom to authorize the rollover. Ensure you understand any tax implications associated with this transaction.

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