CollegeInvest Direct Deposit Option

[Pages:2]*160104==39999*

Name

FORM 104 (08/26/16) COLORADO DEPARTMENT OF REVENUE

SSN

Direct

Routing Number

Deposit Account Number

Type:

Checking

Savings

CollegeInvest 529

For questions regarding CollegeInvest direct deposit or to open an account call 800-448-2424 or visit

31. Net Tax Due, subtract line 24 from line 15, then add line 28

31

00

32. Delinquent Payment Penalty (see instructions)

32

00

33. Delinquent Payment Interest (see instructions)

33

00

CollegeInvest Direct Deposit 34. Estimated Tax Penalty (see instructions)

34

00

35. Amount You Owe, add lines 31 through 34

The State may convert not be returned. If your

your check to a one time electronic check is rejected due to insufficient

banking transaction. Your bank account or uncollected funds, the Department of

35

may be debited as early as the same day received Revenue may collect the payment amount directly

by the State. If converted, your check from your bank account electronically.

0

will

0

Option

Use your Colorado Income Tax Refund to help save for college Third Party Designee

Do you want to allow another person to discuss this

return and any other information related to this return

No

Yes. Complete the following:

with the Colorado Department of Revenue?

Designee's Name

Phone Number

I DO have an existing CollegeInvest account, so how does it work? Sign

Below

Under

penalties

of

perjury,

I

declare

that

to

the

best

of

my

knowledge

and

belief,

this

return

is

true,

correct

and complete. Date (MM/DD/YY)

Depending Your Signature on the plan you have, carefully follow the examples below for completing your Colorado State Income Tax Form.

You will need the plan's Spouse Signature. If joint return, BOTH must sign. Routing Number and your Account Number. Date (MM/DD/YY)

Where do I find my Routing Number? Paid Preparer's Name

Paid Preparer's Phone

Your Routing

Paid Preparer's Address

Number

is

specCifitiyc

to

your

savings

plan.S(tYatoe u)Zcipan

find the Routing Number for your plan in the next section below.

Where do I find my Account Number?

Check your recent statement or login to your account at . Also, feel free to call CollegeInvest at

Carefully follow the directions below. Also, feel free to call

800-448-2424. If you work with a professional financial advisor,

CollegeInvest at 800-448-2424.

they can also provide you with this information.

FORM 104 (08/26/16)

*160104==39999*

COLORADO DEPARTMENT OF REVENUE

Name

SSN

TDhIReERCoTutPinOIpfgaRyyoNmTueFuanrOmte, pfLibllieInaOegsrtehimissarei0lttuh1ren1rwe0ittu0hrn1at2och:3ec4k.oCNr ehwoFoorsTeIphfaiytsyohmYueeeanartre",:CpfillieonaglslteheimsgareeiltItuhnrenvrweeittushrtnoutot:a check or

0 Routing Number 1 1 0 0 1 2 3 4 Type:

Checking

X Savings

CollegeInvest 529

Direct 529"

box

aCsOtLhOeRATDyOpDeE.PAFRoTrMyENoTuOrFARcEcVoENuUnEt Denver, CO 80261-0006

NumCDOebnLvOeeRrr,,ACDeOOn8tD0e2E6Pr1A-t0Rh0T0eM5ENT

Deposit prefix "534" followed by your 529 Account Number.

For example, if your 529 Account Number is 123456789-01,

OF

REVENUE

5 3 4 Account Number *160Fo1r q0ues4tio=ns=re3gar9din9g 9Co9lleg*eInvest

direct

FORM 104 (08/26/16)

COLORADO DEPARTMENT OF REVENUE

dewpwows.iTtaoxrCtooloroapdoe.ncoamn account call 800-448-2424

or

visit



then enter your Account Number as 53412345678901.

3N1a.mNe et Tax Due, subtract line 24 from line 15, then add line 28

SSN

31

00

32. Delinquent Payment Penalty (see instructions)

32

00

SMART CHOICE The Routing Number is 107005047. Choose the "CollegeInvest 529" box as the Type. For your Account Number, enter your 529 Account Number (no prefix necessary).

STABLE VALUE PLUS The Routing Number is 011302920. Choose the "CollegeInvest 529" box as the Type. For your Account Number, enter the prefix "52500" followed by your 529 Account Number.

Direct 33. Delinquent PRaoyumtineg nNtumInbteer re1st (0see7in0stru0ctio5ns0) 4 7 Type:

Checking

33Savings X CollegeInvest 529 0 0

Deposit 34. Estimated TaAxccPouennt Naultmybe(sr ee instructions)

34

00

FORM 104 (08/26/16)

*160104==39999* 35. AmFoournqtuYeosutioOnswree,gaadrddinlginCesoll3e1getIhnrvoeusgt hdir3e4ct deCwpOwowLsO.iTtRaoxArCDtoOoloDroaEpdPoeA.ncRoTamMnEaNcTcOoFuRnEt VcEaNllU8E00-448-325424 or visit 0 0

The State may convert your check to a one time electronic banking transaction. Your bank account may be debited as early as the same day received by the State. If converted, your check will

n3No1tab.meNereeturtneTda. Ixf yoDurucehe,cksius rbejtercatecdtdulientoein2su4fficfireontmor ulnincoellec1te5d,futnhdse, ntheaDdepdarltmineent o2f 8Revenue may collect theSpSayNment amou3n1t directly from your bank account electronically. 0 0

Third Party Designee

D32o.yDouelwinaqnutetontaPlloawymaneontht ePrepnearsltoyn(stoeedisincsutsrsucthtiisons)

32

00

Direct return and any other information related to this return

w33ith. DtheeliCnqouloerandt oPRDaoyeumptinaegrntNmtumeInnbteerorfe0Rstev1(seen1euei?n3stru0ctio2ns9)

2

No

0 Type:

Yes. Complete

Checking

th3e3SafvoinllgoswingX:

CollegeInvest 529

00

Designee's Name

Phone Number

Deposit 34. Estimated TaAxccPouennt Naultmybe(sr e5e in2stru5cti0ons0)

34

00

For example if your 529 Account Number is 50001117, then enter your Account Number as 5250050001117.

SCHOLAR'S CHOICE* The Routing Number is 011001234. Check the "CollegeInvest 529" box as the Type. For your Account Number, enter the prefix "6680" followed by the Account Owner's nine digit Social Security Number, followed by the suffix "9999".

*160104==39999* TnS3ohY5iteogb.SuentAraretSemtBuimgrFneoaneoyluador.ctnuoIwfqntryevuoYeuUerortsncyutdhoieuoeOcrrnkcphswiseecrrenekeja,etgoclatatiaeedrdosddndieounefltgiimpntoeeCeinresojslueulrcfl3feytirc,1ogienIenitdctIhebonrarcvonuleaknuircsneoggtllhttedrhcaitanr3esetda4tcfcouttinotddhnse.e,YFCwptohbOOwoueerRwLsDsbOM.iteaTtpRonao1akxfAr0rCtamDm4ctoOocye(loo0nkDurt8oanno/Ep2dtfoPm6oRewA/.ean1cRlvyoe6eTamb)dnMenugedEeaeNmbacTaitnceyOddocFoaublslReneeclEtiateVrctlhfyE,aeaNtlphlsUai8tsyEhm0ere0esnat-utm4are4nmd8oiasu-3y2nt5rtr4educ2ieree4i,vcectloydorfbrrroyvemtihcseytiotaSuCtnDrabdtoaea.tlcnleIekof cm(agoMcenpcMvoIl/eneuDrnttvDeete/de.Y,lsYeytc)o.turoorrncgihceacllyk.

0

will

0

T3N1ha.mirNedePt aTratxyDDuees,igsunbeteract line 24 from line 15, then add line 28

31

SSN

00

Dr3Se2potuo.yurDonseuealSwninidgaqnnauatnteutyorneota.tPlIhlfoejaowryinimant rnfeeootnrutmhrtneaP,rtBeiopOnneTarHrsletoymlanu(tsetsoetdsedtigoisinnct.hsuitssrsurecthttuiisornns)

No

32

Date (MM/DD/YY)

00

Yes. Complete the following:

Direct wP3Da3ietih.dsiDPgthnreeeelpeiCna'srqoeNulro'aesrmanNdetaoPmRDaeoyeumptinaegrntNmtumeInnbteterorfe0Rstev1(seen1euei?n0stru0ctio1ns2) 3 4 TypPeh: one NumbCehr ecking

33

00

X SaPvianigdsPreparer'sCPohlolengeeInvest 529

Deposit 6 6 8 0 S S N U M B E R 9 9 9 9 34. Estimated Tax Penalty (see instructions)

34

00

Account Number

()

TS3PhY5iaeog.iSudntAraPtSemBriemgFeopanaoyluaorrctneuowqrntr'evusYeUeArotsndyutdodiuoerOrerncsphswseecrenkea,tgolataiaedrosddnieonfltgiimpneeCeresojluelrcl3eytr,1ognIeitdcIhebnracvonleakuirsneggt httdrhaianr3seta4tccottiotdhne.eYpobCouersistbyitatonokframctocyokuonnptomewanlyeabdengdeaebacitnceddoaubseneltiaerclfy,aatlhlsi8tsh0ere0sat-um4re4nd8ias-3y2t5rr4euc2ee4Si,vectoadotrbreryvetihcsetitaSCtZnDaditoape.tlcleIeof cm(goMenpMvIl/eneDrttvDeee/d.Y,sYyt)o.uorrcgheck

0

will

0

For example, if your Social Security Number is "123456789", then enter your Account Number as "66801234567899999".

not be returned. If your check is rejected due to insufficient or uncollected funds, the Department of Revenue may collect the payment amount directly from your bank account electronically.

T3S1hp.oiruNdseePtSaiTgrantaxytuDDreu.eeIsf,jiogsinuntberetertuarcnt, BliOneTH2m4ufsrtosmignl.ine 15, then add line 28 Do you want to allow another person to discuss this

31

Date (MM/DD/YY)

00

r3e2tu. rDnealnindqauneynottPhearyimnfeonrmt aPteionnarletyla(tseedetointhsitsrurecttuiornns)

No

Yes. Complete th3e2 following:

00

with the Colorado Department of Revenue?

P3Da3ei.dsiDPgnreeelpeina'srqeNur'aesmnNetaPmaeyment Interest (see instructions)

Phone Number

33 Paid Preparer's Phone

00

*Note: Not all Scholars Choice accounts have this option. Accounts which are held at Morgan Stanley, or accounts are excluded. Please contact your financial advisor to confirm the typeS3P4iaog.idnfEPasBretciepmacloraoewtreu'sdUnAndTtddaeyrxerospPseuenanhltaiealtsyvoe(fspeebrejeuirfnyo,sItrrdeueccyltaioroenutsh)act htoothoe sbCeeistyttohf misy

okonpopwetlienodegneda(naodtrbeAtloiemf,mtehisrairpketeurrinsaies3n4trauaefdS,t(ctedaotrreirteNicotoa)nZnvadipeclmocmobplneetter.r1ib4u,t2io0n104t0o,

your account). You can also contact Scholars Choice Investor Services 3aY5to.u8Ar S8mig8onu-a5tnutr7eY2o-u4O6w5e2,.add lines 31 through 34

35

Date (MM/DD/YY)

00

The State may convert your check to a one time electronic banking transaction. YouNr beawnk aFccoourntTmhayisbeYdeebaiterd:as early as the same day received by the State. If converted, your check will

not be returned. If your check is rejected due to insufficient or uncollected funds, the Department of Revenue may collect the payment amount directly from your bank account electronically.

TShpoirudsePSaigrntaIpytfuayDryeo.emuIsfejaiongirnten,t erpfeielltieunrangs, BtehOimsTHareimlttuuhsretnsriwgenit.tuhrnatoch: eck or

If you are payment,

filing this return please mail the

without a return to:

cDhateec(kMMo/DrD/YY)

Do you want to allow another person to discuss this

S1u.bStrtaatcetiIonncsomfreomTaxFeRdeefuranldTfaroxmabfleedIenrcaol imnceNomeewtaTxafxorFmo1r0m40floinre2100;17

Qe. Inmtear d$e0aifcfoilnintgrib1u0t4io0nAtoorm1y0C4o0lEleZgeInvest account in 2017. Where do I enter that on m1y tax return?

00

A. Use Line 6 (Tuition Program Contribution) on the "Subtractions from Income Schedule" form. The subtotal of this form

2. Uw.Sil.l tGhoenvebrenmenetnetreIndteorneLsitne 5 on your "Colorado Individual Income Tax Form 104". See2 highlighted graphic above. 0 0

3. Primary Taxpayer Pension/Annuity Income

Deceased SSN:

3

00

4. Spouse Pension/Annuity Income

Deceased SSN:

4

00

5. Colorado Source Capital Gain; 5-year assets acquired on or after 5/9/1994

5

00

6. Tuition Program Contribution:

(see instructions)

Owner's SSN:

6

00

Total Contribution

Owner's Name

Total Contribution

7.IQDuOalNify'inTghCahvaeritaabCleoClloengtreibIuntivonest accoun$t yet. Can I use my refund t7o open one?

00

8.OQf ucoaulirfsie!dYRouescaenrveantriolnl oInlcinoemweithin minutes at 9.cPolEleRgeAin/DvePstS.oRrgS. WSuebsturgagcetsiotnyo, ufocroPmEpRleAtecthoinstributions

sDtePpSanRdSaccqounitrreibyuotuior nAsccmouandteNuinm1b9e8r 6before completing

made

Finor1y9o8u4r ?In1it9ia8l6Coonrtribution8, you now have two options. You can make a direct contr9ibution yourself when opening the new account, or you can use your state refund. If you're

00 00

your tax return. 10. Railroad Benefit Subtraction, tier I or II only

planning to use your state re1f0und, choose the option during 0 0

Simply select a plan (DIRECT PORTFOLIO, SMART CHOICE or

enrollment that indicates you'll be mailing a check. (Although

11.SWTAiBldLEfirVeALMUEitiPgLaUtSio) nanMd ecoamsuprleetseSthuebetrnarcotlilomnent form as

you won't actually need to s1e1nd one.)

00

instructed. Make sure you write your Account Number down. Now you're ready to file your taxes, carefully follow the

12.(ICf yoolour'dadlikoeMtoaoripjueannaaSCBHuOsLinAeRSssCHDOeICdEuacctcioonunt, please

instructions provided on the1f2ront of this page for your

00

contact your financial advisor.)

particular plan.

13. Non-Resident Disaster Relief Worker Subtraction

13

00

14.OActthiveeDruQtyuMeilistatriyoCnolsorado HOME Subtraction (see instructions)

14

00

15.QO. IthhaevreSmuublttripalcetiCoonllse,geeIxnpvelasitnabcceoluonwts(.sCeaen iInssptlritumctyions) Explairnefund and make deposits to each of my accounts?

Q. Where can I get additiona1l5help, or answers to my questions? 0 0 A. Call us at (800) 448-2424.

A. You will need to deposit 100% of your refund into a

Or email us at general@.

Cseo1lle6lec.gteSoednIun"bvtChetohsetteaDcslak,Rvinaingd0g"d1so0alri4cn"ceSoasuvn1intgt(hsju"rsootunligkyheouy1or5ur,ewttruoarunnl)sd.feifryothue

amounQt.

tWo hlianteif5I have my tax form?

other questions 16

about

how

to

fill

out

00

00

Q. Are there other benefits to using the direct deposit option? A. Go to or call the Department

A. Yes, deposits made using this option will be deductible

of Revenue at (303) 238-7378.

against your 2018 Colorado taxes.

Q. How will I know when my refund has been deposited

Q. Can I deposit my Federal Income Tax Refund

into my account?

into my CollegeInvest plan?

A. When you e-file your taxes, you'll be given an expected

A. Yes, just follow the instructions for your particular plan and

date that your refund will be processed. After that date,

fill out the "Direct Deposit" box the same as shown for your

check your next statement or go online to access your

state form.

account information.

Q. Can anyone contribute their tax refund to my plan? A. Yes, any taxpayer receiving a refund ? students, parents

or grandparents ? can reap the benefits. They will need the same information, your Plan's Routing Number and CollegeInvest Account Number.

Q. Where can I find more information about 529 college savings plans?

A. Go to .

1/2018

TOLL FREE: 1 800-448-2424



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