The happenings "inside" the Wisconsin State Treasury and across the street at the State Capitol

FAQ Edvest: Can I Transfer to Another Beneficiary?


Ability to Transfer to Another Beneficiary

If your beneficiary doesn’t need all the money
in your account, you may name or transfer
proceeds to another eligible beneficiary.

 

The new beneficiary must be a member of the previous beneficiary’s family, as described in the Disclosure Booklet (PDF), in order to avoid having this change treated as a non-qualified withdrawal.

 

PDF files require the free Adobe Acrobat Reader. Get it here.

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6 responses

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