Transfer Funds from Another 529 College Savings Plan
Already have a 529 college savings plan account with another state and want to move the assets to a MESP account? Complete the Rollover Form (PDF, 56KB) and return it to us along with your enrollment kit materials.

You are permitted to transfer funds from another 529 college savings plan to an account in MESP for the same beneficiary once within a 12-month period without incurring federal income tax. The 529 college savings plan from which you are transferring funds may be subject to differences in features, costs and surrender charges. You should consult with your tax advisor or the other 529 college savings plan. Amounts transferred from another 529 college savings plan are not eligible for the Michigan income tax deduction.