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: 99020554000154975, 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.