Rollover to TNStars and get $100!
TNStars is turning 5 this year! To celebrate this milestone, we’re currently offering a $100 incentive to Tennesseans who roll the full balance of another 529 account into a TNStars account. Don’t you think it’s time to come home to Tennessee?
If you hold a 529 account outside of Tennessee and wish to roll your funds into TNStars, please follow these easy steps:
- If you have not done so already, open a TNStars account by clicking here
- Print and complete the TNStars Rollover Form
- Attach any necessary supplemental documents, then email, mail, or fax the completed Rollover Form back to the TNStars office:
P.O. Box 198801
Nashville, TN 37219
- Fax: 615-401-6816
Once we have your completed TNStars Rollover Form, we will work directly with your current 529 plan to initiate the transfer of funds. Any questions throughout the process can be directed to TNStars at 615-741-1502 or toll-free at 1-855 3TN-STAR (1-855-386-7827).
Incentives are for Tennessee residents only. Existing and prospective TNStars® account owners are eligible to receive a $100 Rollover Incentive as a contribution to their TNStars® account by rolling over an entire account balance from an out-of-state 529 plan into a new or existing TNStars® account with a minimum $100 rollover contribution amount. Rollovers from the BEST Prepaid Plan and transfers from existing TNStars® accounts to new or existing TNStars® accounts do not qualify. Qualifying rollovers must be initiated and received after August 1, 2017. The rollover incentive is restricted to one rollover incentive for each unique Account owner and Beneficiary relationship. If there are multiple unique Account owner and Beneficiary relationships, the rollover incentive will be applied to the first TNStars® account deemed eligible for the rollover incentive. The rollover incentive period is contingent upon available funds. TNStars reserves the right to limit the number of incentives for a particular beneficiary and/or TNStars account.
Consider all investment objectives, risks, charges, and expenses before investing in the TNStars® College Savings529 Program. Please visit www.tnstars.com or call us at 855-386-7827 for a Disclosure Brochure containing this and other information. If you are not a Tennessee resident, you should determine whether your home state offers a 529 plan that provides state tax or other benefits not available to you by investing in TNStars®. You should consider such state tax or other benefits, if any, before investing in this program.