How to rollover funds from GET to DreamAhead
If you already have a GET account, you can start the rollover process online in just a few steps*:
- Start the rollover
Sign in to your GET account, click DreamAhead in the menu bar at the top of the screen, and follow the instructions to select the account you want to roll over (there must be at least $25 in the account).
- Open or connect a DreamAhead account
Follow the instructions to open a new account or sign into an existing DreamAhead account to seamlessly transfer your GET account information.
- Choose your investment option(s)
Choose how you want the money rolled over from GET to be invested. Keep in mind that until the rollover is finalized, the value of your GET account will be an estimate.
Note: If you encounter any issues after you have initiated the request in your online GET account, please contact DreamAhead. Remember that you need to complete all of the necessary steps to finalize your rollover request in a timely manner, or your request may be canceled. If you do not see the status of your rollover request in your GET account move from “requested” to “pending” within 2 business days of starting your rollover, check to make sure that you have completed all of the steps and contact DreamAhead to see what else may be required to finish your request.
How to rollover funds to GET from DreamAhead or another 529 plan
You can roll over part of or all of your DreamAhead account funds into GET simply by completing an Incoming Rollover/Transfer form. Keep in mind that once liquidated, your DreamAhead account will remain open unless you decide to close it.
You can authorize the direct rollover of money from another qualified 529 plan to your GET account. If you want the other 529 plan to send the distribution directly to GET, you may need to complete one of their forms. Then complete an Incoming Rollover/Transfer form.
You can make one rollover from a DreamAhead account per 12-month period without being taxed. Please note, with DreamAhead there is a $25 rollover fee.