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					                                                                                        529 COLLEGE SAVINGS PLAN
                                                                                              INCOMING ROLLOVER
                                                                                               Montana Direct Purchase Only
Complete this form to rollover assets from an existing account to a Pacific Life Funds 529 College Savings Plan account. If you are setting up a
new Pacific Life Funds 529 College Savings Plan account with the rollover assets, this form should accompany a new account application.
For questions regarding this form, call (800) 722-2333, Option 2. Complete a separate form for each rollover.
    1. Type of Rollover

Select one:
     Rollover from another 529 Plan account. No check attached. Assets will be sent directly from the existing custodian to Pacific Life Funds.
     Complete Sections 2, 3, 5 (if applicable), and 6.
     Rollover from an existing Coverdell Education Savings Account (ESA). No check attached. Assets will be sent directly from the existing
     custodian to Pacific Life Funds. Complete Sections 2, 3, 5 (if applicable), and 6.
     Rollover from an existing Uniform Gifts to Minor Act/Uniform Transfers to Minors Act (UGMA/UTMA) custodial account. No check
     attached. Existing account must be liquidated and assets sent directly from the existing custodian to Pacific Life Funds. This may be a
     taxable event. Consult your tax advisor. Complete Sections 2, 3, 5 (if applicable), and 6.
     I am funding this Pacific Life Funds 529 College Savings Plan account with proceeds from the sale of assets held in an UGMA/UTMA
     custodial account for the benefit of the designated beneficiary indicated in Section 2 of this form. I understand that I will act on behalf of
     the designated beneficiary in my capacity as an UGMA/UTMA custodian and that I will not be able to change the designated beneficiary of
     the account. I further understand that I may not authorize any distribution from the account unless the distribution is for a use permitted
     under the law governing the UGMA/UTMA custodial account. I understand that no contributions other than UGMA/UTMA contributions
     may be made to this account.
     Rollover from any of the above or a U.S. Savings Bond Series EE or I. The existing account or bond must be liquidated. Attach a check
     for the rollover amount. Complete Sections 2, 4, 5 (if applicable), and 6.

    2. Pacific Life Funds 529 College Savings Plan Account Information

Deposit rollover assets into my Pacific Life Funds 529 College Savings Plan Account # ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ (if known).


Account Owner’s Name (First, Middle, Last, or Entity)                                           Social Security/Taxpayer ID Number
(            )
Daytime Telephone Number


Joint Account Owner’s Name (First, Middle, Last)                                                Social Security Number
(            )
Daytime Telephone Number


Designated Beneficiary’s Name (First, Middle, Last)                                             Social Security Number
If the designated beneficiary of this account is different from the designated beneficiary of the account named in Section 3, the designated
beneficiary of this account must be a family member of the designated beneficiary in Section 3 as defined by Section 529 of the Internal Revenue
Code. Indicate the relationship of the designated beneficiary of this account to the designated beneficiary in Section 3.
Select one:
    Brother, sister, stepbrother, stepsister                    Aunt or uncle
    Son or daughter, or a descendant of either                  Brother-in-law, sister-in-law, daughter-in-law,
    Stepson or stepdaughter                                     son-in-law, father-in-law, or mother-in-law
    Niece or nephew                                             First cousin
    Parent or grandparent                                       Spouse of designated beneficiary
    Stepfather or stepmother                                    Spouse of any family member listed in this section (except first cousin)
                                                                Spouse of

REV. 10/08                                                          Page 1 of 3                                                   FORM NO. M723208A
  3. Rollover from Another 529 Plan Account, ESA, or UGMA/UTMA Custodial Account
                                                                                               Account Number



This rollover, a direct transfer of assets between 529 plans or custodians, can be made once every 12 months without changing the
designated beneficiary. A rollover can also be made at any time if the designated beneficiary is changed to a family member of the original
designated beneficiary.

Provide the following information regarding the current 529 plan or custodian:


529 Plan’s or Custodian’s Name                                                                 Account Number to be Transferred


Mailing Address (including box number)
                                                                                               (        )
City                                             State         ZIP                             Telephone Number

Liquidate and transfer: (Select one) If none selected, the entire account will be liquidated and transferred.
       Entire Account              Partial $



Account Owner’s/Responsible Individual’s Name                                      Social Security/Taxpayer ID Number


Designated Beneficiary                                                             Social Security Number



  4. Rollover from Another 529 Plan Account, ESA, UGMA/UTMA, or U.S. Savings Bond Series EE, or I

This rollover, contributions of assets you have physically received from another 529 plan, custodian, or U.S. Savings Bond, can be made
once every 12 months without changing the designated beneficiary. A rollover can also be made at any time if the designated beneficiary
is changed to a family member of that designated beneficiary. If this is a rollover from another 529 plan, the rollover must be made within
60 days of the withdrawal from the original account.
You must submit a confirmation statement or letter from the previous program manager indicating the total withdrawal amount, the portion
of the withdrawal attributable to contributions and earnings, and the date of the withdrawal. For U.S. Savings Bonds, provide a statement
of interest accrued at the time of liquidation. Failure to provide this required information may cause the entire amount of the rollover
contribution to be treated as earnings that may be taxable upon subsequent withdrawals.
Provide the following information attributable to the rollover amount:

             Contributions Portion of Rollover             $

             Earnings Portion of Rollover                + $                         Indicate negative earnings in ( ).

             Total Amount of Rollover Check                $                         Attach check made payable to Pacific Life Funds.


  5. Investment Instructions (applicable only for rollovers into an existing account)

If you are rolling over assets into an existing Pacific Life Funds 529 College Savings Plan account, indicate below how you want these
assets invested. If additional space is required, attach a separate signed sheet providing all the requested information.
Fund Name                                                                                                                 % of Rollover Amount
_________________________________________________________________________________________                                 __________________
_________________________________________________________________________________________                                 __________________




REV. 10/08                                                           Page 2 of 3                                                  FORM NO. M723208A
  6. Signature(s)
                                                                                              Account Number


I am submitting this form to make the rollover indicated and authorize the Pacific Life Funds 529 College Savings Plan to process this
rollover request on my behalf. I certify that the information I have provided with respect to my Pacific Life Funds 529 College Savings Plan
account is correct.

I have received, read, and agree to the terms and conditions of the Plan Description Handbook and Trust Agreement. I certify that this
rollover qualifies as described in the Plan Description Handbook and that I fully understand the consequences of the rollover. I agree that
Pacific Life, Pacific Life Funds, the Montana Family Education Savings Program, their officers, directors, agents, and employees will not
be liable for any loss, liability, damage, or expense for relying upon these instructions believed to be genuine. I understand that a Pacific
Life Funds 529 College Savings Plan account is not insured by the state of Montana, Pacific Life, or Pacific Life Funds, and neither the
principal invested nor the investment return is guaranteed by Montana, Pacific Life, or Pacific Life Funds.




Contact your current 529 plan or custodian to determine
if a Medallion Signature Guarantee is required.

                                                                                   Medallion Signature Guarantee Stamp if required.



If you are not signing as an individual, state your title, or capacity. Each person signing on behalf of an entity represents that their actions
are authorized.
SIGN
HERE

Account Owner’s/Responsible Individual’s Signature                                                       Date

SIGN
HERE

Joint Account Owner’s Signature (if applicable)                                                          Date




Mail this completed form to:
                    First Class Mail:                                                 Overnight Mail:
                    Montana Family Education Savings Program                          Montana Family Education Savings Program
                    Attn: Pacific Life Funds 529 College Savings Plan                 Attn: Pacific Life Funds 529 College Savings Plan
                    P.O. Box 1732                                                     46 South Last Chance Gulch Road
                    Helena, MT 59624                                                  Helena, MT 59624



Instructions for Transferring Plan or Custodian
Issue check payable to Pacific Life Funds. Reference the Pacific Life Funds 529 College Savings Plan account number (designated in
Section 2) on the check and the name of the custodian or UGMA/UTMA, if applicable. Include a statement indicating the earnings
portion of the rollover distribution. This statement must be provided within 30 days after the distribution or by January 10th of the year
following the calendar year in which the rollover occurred, whichever is earlier.




REV. 10/08                                                        Page 3 of 3                                                  FORM NO. M723208A