Oregon Oregon 529 College Savings Plan Direct Deposit for Form 40 Filers

Oregon 529 College Savings Plan Direct Deposit for Form 40 Filers
2023 Schedule OR-529, Oregon College Savings Plan Direct Deposit and Account Creation Election for Personal Income Tax Filers, 150-101-068
Clear form

2023 Schedule OR-529

Oregon Department of Revenue

Oregon College Savings Plan Direct Deposit and Account Creation Election
for Individual Income Tax Filers
Page 1 of 2

• Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples.

Last name

Social Security number (SSN)

Instructions. Use this schedule to deposit your refund in up to four existing Oregon College Savings Plan or MFS 529 Savings Plan
accounts or to elect to share your information with the Oregon 529 Savings Board for the purpose of establishing an Oregon College
Savings Plan account. For more information, see Schedule OR-529 Instructions.
Part 1: Oregon College Savings Plan Direct Deposit.
	 1.	 Check one:	 1a.		
1c.	Portfolio number

Oregon College Savings Plan;	

or	

1b.		

MFS 529 Savings Plan

1d. Account number

	1e.	 Amount...................................................................................................................... 1e.

	 2.	 Check one:	 2a.		
2c.	Portfolio number

Oregon College Savings Plan;	

or	

2b.		

3c.	Portfolio number

4c.	Portfolio number

0 0

,

,

0 0

,

,

0 0

,

,

0 0

,

,

0 0

MFS 529 Savings Plan

Oregon College Savings Plan;	

or	

3b.		

MFS 529 Savings Plan

3d. Account number

	3e.	 Amount...................................................................................................................... 3e.

	 4.	 Check one:	 4a.		

,

2d. Account number

	2e.	 Amount...................................................................................................................... 2e.

	 3.	 Check one:	 3a.		

,

Oregon College Savings Plan;	

or	

4b.		

MFS 529 Savings Plan

4d. Account number

	4e.	 Amount...................................................................................................................... 4e.

	 5. 	 Total. Add lines 1e–4e. Enter the total on Form OR-40, line 51;
Form OR-40-N, line 75; or Form OR-40-P, line 74..................................................... 5.

150-101-068
(Rev. 08-14-23, ver. 01)

17652301010000

2023 Schedule OR-529
Page 2 of 2

Oregon Department of Revenue

• Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples.

Part 2: Oregon College Savings Plan Account Creation Election.
Taxpayer email

Beneficiary first name

Initial

Beneficiary Social Security number (SSN)

Beneficiary date of birth (MM/DD/YYYY)

Beneficiary last name

/

Relationship code (see instructions)

/

Beneficiary address (no PO Box)

City

State

ZIP code

Sign here. I authorize the Department of Revenue to release information to the Oregon 529 Savings Board for the purpose of establishing an Oregon
College Savings Plan Account.
Taxpayer signature

X
Date (MM/DD/YYYY)

/

/

—You must include this schedule with your Oregon income tax return—

150-101-068
(Rev. 08-14-23, ver. 01)

17652301020000