BRIGHT START ® COLLEGE SAVINGS
Change of Trustee/
Rollover Form
Investing Through a Financial
Professional Advisor
Instructions
Print clearly in all
CAPITAL LETTERS using
blue or black ink.
When requested, please color
in circles completely.
Please use this form for the following:
If you have any questions, please call us at
1.877.43.BRIGHT (432.7444) Monday through
Friday from 7:00am to 7:00pm, Central Time
Rollover assets from another Section 529 Plan,
Coverdell Education Savings Account,
or Qualified Savings Bond
Please mail or fax (any form with a Signature
Guarantee attached must be mailed in) the
completed form with any required documents
to the following address:
Transfer assets from another Illinois
529 Program
Bright Start College Savings Program
P.O. Box 5288
Denver, CO 80217
Fax: 1.303.768.6529
1 The Bright Start College Savings Program Account Information
If you have not established
an account, you must
Account number
complete and enclose an
Account Application, which
you can download at
brightstartadvisor.com.
Account Owner’s first name
Social Security number/Individual Taxpayer Identification number or Taxpayer ID number
Middle initial
Last name
Street address or P.O. Box number
CityState
Phone number
Beneficiary’s first name
Special note should be
taken when selecting a
new Designated Beneficiary
as multiple rollovers for a
beneficiary within a 12-month
period or the designation of
a beneficiary who is not a
Qualified Family Member may
result in additional taxes or
penalties. See the Program
Disclosure Statement and
Participation Agreement for
potential tax consequences
Zip
Account Owner’s email address
Middle initial
Beneficiary’s Social Security number/Individual Taxpayer Identification number
or Taxpayer ID number
Last name
Beneficiary’s date of birth
Is the beneficiary named above different from the beneficiary on your current
Section 529 Plan College Savings Account?
Yes
No
and other considerations.
IL0000.341.1115 Page 1 of 4
2 Instructions to Current/Resigning Trustee
A.Indicate the source of your Rollover/Transfer (check one):
Section 529 College Savings plan outside of Illinois
Illinois-Sponsored 529 plan (allowed twice per calendar year)
Coverdell Education Savings Account
Qualified Savings Bonds
B. Indicate whether this is an Indirect Rollover or a Direct Rollover request (Check one and
complete additional information as requested for a Direct Rollover. Note that a Direct Rollover is only
permissible for assets held in Bright Start or another Section 529 College Savings plan account.)
Indirect Rollover: I am enclosing a check representing the rollover proceeds.
Name of Current Program Manager
Street Address or P.O. Box number
City
Program phone number
Full Account
Partial Account (select one of the following)
Dollar amount $
Percentage
Account number
StateZip
State Sponsor (if applicable)
%
C.Indicate which portion of the Rollover or Transfer is attributable to contributions (cost
basis), and which is attributable to earnings. Otherwise, your entire Rollover or Transfer
is required to be treated as earnings which may be taxable upon withdrawal. For further
details, please call your Program Manager.
$
Total Amount of Rollover/Transfer
$
Base Contribution or Cost Basis of Rollover/Transfer
$
Earnings Portion of Rollover/Transfer
D.Please indicate below whether you would like to allocate your funds differently from
the way you did in the Elected Investment Allocation on your account application for the
Bright Start College Savings Program. Please note this will only affect your rollover dollars.
I. Age Based Portfolios
Direct Rollover: I am requesting and instructing the Bright Start College Savings Program to act
on my behalf to obtain funds directly from the trustee of my current Section 529 College Savings Program Account. For a Direct Rollover, please fill in the information requested below, and
include a copy of your current account statement. Your current Program Manager may require
additional information.
IL0000.341.1115 Page 2 of 4
Advisor Age Based Portfolio
%
2 Instructions to Current/Resigning Trustee (continued)
II. Blended Choice Based Portfolios
Advisor Equity Portfolio Advisor Balanced Portfolio
Advisor Fixed Income Portfolio Advisor Conservative Fixed Income Portfolio
Advisor Money Market Portfolio Total %
%
%
%
%
100 %
3 Signatures
I authorize OppenheimerFunds to act on my behalf in contacting the current 529 Plan Program Manager
to facilitate the transfer of assets. I hereby certify that (1) the information provided herein is accurate, (2)
the Designated Beneficiary on the Bright Start account is a “member of the family” of the Designated
Beneficiary in the current program (as defined in the Program Disclosure Statement and Participation
Agreement), or (3) this Rollover does not change the Beneficiary, and is the only Rollover for the Beneficiary
within the past 12 months, and if applicable, (4) my contributions of rollover proceeds from another
account is within 60 days of receiving the refund. I understand that if I fail to provide the required
information mentioned in Section 2C, the entire amount of the rollover contribution will be treated as
earnings that may be taxable upon withdrawal.
Signature of Account Owner, Custodian, Trustee, Partner or Officer
Signature of Co-Trustee, Partner or Officer
Date
Date
Signature Guarantee (Call your Program Manager to determine if a signature guarantee is required.)—
A Signature Guarantee may be obtained from any eligible guarantor institution, as defined by the Securities
and Exchange Commission. These institutions include banks, savings associations, credit unions and
brokerage firms. The words “SIGNATURE GUARANTEED” must be stamped or typed near the signature(s)
being guaranteed. The guarantee must appear with the printed name, title, and signature of an officer and
the name of the guarantor institution. A NOTARY PUBLIC STAMP OR SEAL IS NOT ACCEPTABLE.
Affix medallion stamp here
Guarantee’s name (if required) Title Middle initial Last name
Signature Guarantee Date
Completed the Bright Start College Savings Program Account Application, if you are opening
a new account?
Before
you mail, have you
Included documents from your current Program Manager, if required?
Written a check payable to “Bright Start College Savings Program” for an Indirect Rollover?
Signed, and obtained a Signature Guarantee, if needed, for Section 3?
IL0000.341.1115 Page 3 of 4
4 For OppenheimerFunds Use Only
The Program Manager of the Bright Start College Savings Program will complete this acceptance
agreement. As Program Manager of the Bright Start College Savings Program, we will accept the rollover/
transfer requested.
Authorized Program Manager’s Signature Date
The Bright Start® College Savings Program is administered by the State Treasurer of the State of Illinois and distributed by
OppenheimerFunds Distributor, Inc. OFI Private Investments Inc., a subsidiary of OppenheimerFunds, Inc., is the program
manager of the Plan.
The Bright Start® College Savings Program is distributed by OppenheimerFunds Distributor, Inc. Member FINRA, SIPC
225 Liberty Street, New York, NY 10281-1008
© 2015 OppenheimerFunds Distributor, Inc. All rights reserved.
IL0000.341.1115
Page 4 of 4
November 30, 2015