Rollovers
Moving funds between your GET and WA529 Invest accounts is easy.
Rollover from GET to WA529 Invest
Step 1
Establish your WA529 Invest account
- Enroll in WA529 Invest online
- Copy or write down your new Invest account number - you'll need it later in the rollover process.
Step 2
Initiate your rollover from GET
- Login to your GET account to begin your rollover from GET to WA529 Invest.
- Choose "Use Units" from the menu bar.
- Select "initiate a rollover to another 529 plan".
Step 3
Select your GET
account
- Choose the GET account.
- Click on the box to "Rollover to WA529 Invest"
- Provide your WA529 Invest account number.
- Submit your rollover request.
Your rollover should take one to three weeks to process.
Note: If your student has more than one GET account, and you are rolling both accounts to WA529 Invest, you must submit a separate rollover for each account you are rolling over on the same day. This will ensure they are processed at one time so as not to exceed the maximum of one rollover in a 12-month period for the student.
Other rollover types
WA529 Invest to GET
Complete and submit a GET Incoming Rollover/Transfer form. Once liquidated, your WA529 Invest account will remain open unless you decide to close it.
Another 529 to GET
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 a GET Incoming Rollover/Transfer form.
GET to a Roth IRA
Under certain circumstances you may rollover unused funds in a 529 account into a Roth IRA account.
Questions?
Call the GET Contact Center at (800) 955-2318