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Can I transfer assets in a Coverdell Education Savings Account to OCSP?

April 26, 2017assets Coverdell Education OCSP savings account transfer

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Can I transfer assets in a Coverdell Education Savings Account to OCSP?

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Yes, but you should discuss this with your financial advisor to determine if there are any tax or other consequences. To do a transfer, use the Rollover Form (PDF, 56KB).

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… to request a direct rollover from another qualified tuition plan (QTP), or to make an indirect rollover of assets within 60 days from another QTP, Coverdell Education Savings Account or from the redemption of a qualified U.S. Savings Bond. See a sample completed form (PDF, 112KB). Withdrawal Request … http://www.ok4savings.