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How to start a GET rollover

Parents with child

THE GET TO DREAMAHEAD INCENTIVIZED ROLLOVER WINDOW IS NOW CLOSED.

A GET to DreamAhead rollover has an estimated processing time of 3-7 weeks. Learn more on GET's website.

If you already have a GET account, you can start the rollover process online in just a few steps*:

  1. 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).
  2. 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.
  3. 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.

Learn more about rollovers from other 529 savings plans

*Note that between June 15, 2018 and September 12, 2018, certain GET to DreamAhead rollovers were eligible to be processed at a special unit cash value price of $143/unit. This special cash value only applied to GET units purchased before July 1, 2015 and units that GET added to customer accounts through the 2017 unit rebasing.

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.