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Victory Capital 529 Education Savings Plan Incoming Transfer Form

Existing Victory Funds Account

If you need to open a new 529 Education Savings Plan, please do so first by navigating to your Home page > Education > Open a New Education Account. Once your account is open, return to this form to complete your request.

Account Owner Information
Designated Beneficiary Information

The Designated Beneficiary is the person whose Higher Education Expenses are payable from the Account.

Read & Acknowledge

By signing below, I certify that I am the Account Owner indicated in Section 2 on this form, that the information provided on this form is in all respects true, complete and correct, that I am submitting this form to make the Transfer or Rollover indicated above and that such Transfer or Rollover qualifies as such as described in the Victory Capital 529 Education Savings Plan Description, and that I fully understand the consequences of the Transfer or Rollover and the consequences of a failure to qualify as a valid Transfer or Rollover.

IMPORTANT INFORMATION Federal law requires us to obtain, verify, and record your name, address, date of birth, and other information that will allow us to identify you when you open an account and in certain other circumstances.