Use this form to have your federal and/or state income tax refund sent
electronically to your Maryland College Investment Plan account(s).
This form must be on file prior to the transmittal of the funds or your
refund may not be applied correctly. Do not send this form to the Internal
Revenue Service ("IRS") or state tax agency. The person receiving the income
tax refund must be the Account Holder or Custodian (if applicable) of the College Investment Plan account(s).
The allocation you request below will apply to all Federal and state tax refunds sent to the College Investment Plan.
The tax refund direct deposit account number below is assigned specifically to tax refund direct deposits for College Investment Plan
accounts. To change the allocation of your tax refund, call 888-4MD-GRAD (888-463-4723) and provide
the tax refund direct deposit account number.
Step 1: Prior to filing your tax forms, complete and return this Tax Refund Direct Deposit form to the address above.
Your requested allocations must total 100% and be directed to existing accounts.
Step 2: Using the information below, complete the refund section of your IRS Form 1040 and/or your Maryland state income tax return.
For state refunds in states other than Maryland, your state must accept a 17-digit account number.
- Type of Account: Select Checking
- Routing Number: 011000028
- Account Number: 99020554000151369,
NOT your College Investment Plan Account Number