Each Term, including Member of the Family, used in this form has the same meaning as the term is defined in the Plan Description and Participation Agreement to which you should refer for more information when completing this form.

By signing below, I certify that I am the Account Owner indicated 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.

If you are transferring or rolling over assets from another Qualified Tuition Program, to be valid, the Transfer or Rollover must be made within 60 days of the withdrawal from that other program. In addition, the Designated Beneficiary of the Account to which the Transfer or Rollover is made must be either (a) the same Designated Beneficiary or (b) a Member of the Family of the Designated Beneficiary of the Account in the other program. However, a Transfer or Rollover can be made without changing the Designated Beneficiary provided no transfer or rollover from any Qualified Tuition Program has occurred for that Designated Beneficiary within 12 months of the date of the Transfer or Rollover contribution being made with this form. If the Transfer or Rollover is to an existing Account and you need to designate a new Designated Beneficiary to make the Transfer or Rollover valid, you should submit a completed Change of Designated Beneficiary Form together with this form. If, in the case of a Transfer/Rollover to an Account for a different Designated Beneficiary, the Designated Beneficiary is not a Member of the Family of the original Designated Beneficiary or, if the Transfer/Rollover is for the benefit of the same Designated Beneficiary and there has been another Transfer/Rollover between Qualified Tuition Programs with respect to such Designated Beneficiary within the past 12 months, the transaction will be considered a non-qualified withdrawal from the other Program that is subject to federal and applicable state income tax and a 10% federal penalty on earnings.