Connecticut Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution

Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution
Form CT-CHET
Schedule CT-CHET

Department of Revenue Services
State of Connecticut
(Rev. 12/23)
CHET 1223W 01 9999

Connecticut Higher Education Trust (CHET)
529 College Savings Plan Contribution
Your Social Security Number

2023



Complete this schedule in blue or black ink only. Please note that each form is year specific. To prevent any delay
in processing your return, the correct year’s form must be submitted to the Department of Revenue Services (DRS).
Attach completed Schedule CT‑CHET to the back of your Connecticut return. Do not use staples.
Complete Schedule CT‑CHET to contribute all or part of your Connecticut individual income tax overpayment (Form CT‑1040, Line 22;
Form CT‑1040NR/PY, Line 24.) to a CHET College Savings Plan Account(s). You must provide the following information to identify the
CHET Plan, account number, and beneficiary. Before completing this schedule, review the most recent CHET Account Statement to
correctly identify all account information. See instructions on back page.
If you have not yet obtained your Fidelity CHET account number, please visit www.fidelity.com/chetactivate for details.
For more information about CHET account(s), contact: Fidelity Investments
Call - 1-800-544-1914
Internet - www.aboutchet.com

Beneficiary #1
Beneficiary 1 - First name

Fidelity Investments Account Number

MI

Last name (If two last names, insert a space between names.)

3 9 9 0 0 0 0 1

1.	 Amount of contribution: Identify the amount of your Connecticut overpayment (Form CT-1040,
Line 22; Form CT-1040NR/PY, Line 24.) you elect to contribute to Beneficiary 1.
This contribution is irrevocable.	
1.

,	,

.00

Beneficiary #2
Beneficiary 2 - First name

Fidelity Investments Account Number

MI

Last name (If two last names, insert a space between names.)

3 9 9 0 0 0 0 1

2.	 Amount of contribution: Identify the amount of your Connecticut overpayment (Form CT-1040,
Line 22; Form CT-1040NR/PY, Line 24.) you elect to contribute to Beneficiary 2.
This contribution is irrevocable.	
2.

.00

Beneficiary #3
Beneficiary 3 - First name

Fidelity Investments Account Number

MI

Last name (If two last names, insert a space between names.)

3 9 9 0 0 0 0 1

3.	 Amount of contribution: Identify the amount of your Connecticut overpayment (Form CT-1040,
Line 22; Form CT-1040NR/PY, Line 24.) you elect to contribute to Beneficiary 3.
This contribution is irrevocable.	
3.

.00

4.	 Total CHET Individual Savings Plan contribution(s):
Add Schedule CT-CHET, Lines 1, 2, and 3. Enter here and on
Form CT-1040, Line 24, or Form CT-1040NR/PY, Line 26.	

.00

4.

See instructions.
Visit us at portal.ct.gov/DRS for more information.

Schedule CT-CHET Instructions

Department of Revenue Services
State of Connecticut

This schedule must be attached to the back of Form CT-1040 or Form CT-1040NR/PY.
General Instructions

Completing the Schedule

Contributions must be made into existing Connecticut
Higher Education Trust (CHET) 529 College Savings
Plans.

Beneficiary’s Name
Enter the beneficiary’s first name, middle initial, and
last name, as it appears on the account statement.

You can only make contributions to a total of three
(3) CHET accounts. If the same beneficiary has more
than one account, you must enter the contributions as
separate beneficiaries.

CHET Account Number
Enter the account numbers identified on the account
statement. Use the Fidelity prefix 39900001 followed
by your 9-character Fidelity brokerage or 529 plan
account number. To determine the portion of the
Fidelity Investments Account Number that must be
completed by the taxpayer, visit www.fidelity.com/
tax-information/direct-deposit.

Contributions are irrevocable.
Any contribution that is rejected for deposit will be
returned to DRS and a refund will be issued to you in
the form of a paper check.
If you have an overpayment and are due a refund,
all or part of your overpayment may be used to pay
outstanding debts or taxes first. Your overpayment will
be applied in the following order:
1.	 Penalty and interest you owe DRS;
2.	 Taxes you owe DRS;

Lines 1, 2, and 3
Enter the amount of your contribution for each
beneficiary on Lines 1, 2, and 3.
Line 4
Add Lines 1, 2, and 3. Your total contributions must be
equal to or less than your Connecticut overpayment
(Form CT‑1040, Line 22; Form CT‑1040NR/PY, Line 24.).

3.	 Debts to other Connecticut state agencies;
4.	 Federal taxes you owe the Internal Revenue Service;
5.	 Taxes you owe to other states;
6.	 Amounts designated by you to be applied to your
2024 Connecticut estimated tax; and
7.	 CHET and designated charitable contributions.
If your CHET contribution is reduced, you will receive
an explanation.

If you have not yet obtained your Fidelity CHET account number,
please visit www.fidelity.com/chetactivate for details.
For more information about CHET account(s), contact:
Fidelity Investments
Call - 1-800-544-1914
Internet - www.aboutchet.com

Schedule CT-CHET Back (Rev. 12/23)