Tax Refund Direct Deposit
T. Rowe Price College Savings Plan
Offered by the Education Trust of Alaska
Mail to:
T. Rowe Price College Savings Plan
P.O. Box 17300
Baltimore, MD 21297-1300

Express delivery only:
T. Rowe Price College Savings Plan
Mail Code: OM-17300
4515 Painters Mill Road
Owings Mills, MD 21117-4903


Use this form to have your federal and/or state income tax refund sent electronically to your T. Rowe Price College Savings 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 T. Rowe Price College Savings Plan account(s).

The allocation you request below will apply to all Federal and state tax refunds sent to the T. Rowe Price College Savings Plan. Retain the tax refund direct deposit account number below and provide it to the IRS or state tax agency each year. This number is unique and assigned specifically to your tax refund direct deposit. To change the allocation of your tax refund, call 866-521-1894 and provide your tax refund direct deposit account number.

Step 1: Using the information below, complete the refund section of your IRS Form 1040 and/or your state income tax return. For state refunds, your state must accept a 17-digit account number.

  • Routing Number: 011000028
  • Type of Account: Select Checking
  • Account Number: 99020554000152157, NOT your T. Rowe Price College Savings Plan Account Number

Step 2: 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.

Name of Account Holder or Custodian (if applicable) Social Security Number of Account
Holder or Custodian (if applicable)
Contact Phone Number   Alternate Phone Number
 
Portfolio Name T. Rowe Price College Savings Plan Account Number Beneficiary Name Percentage of Refund
 %
 %
 %
    Total:      %
Signature of Account Holder or Custodian (if applicable) Date


xxxxx 12/10