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College savings can add up in a hurry when you deposit this year’s tax refund into your Bright Directions® account.
When completing your state and federal tax returns, use these three easy steps:
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Enter routing number 104910795 in the refund portion of the form. |
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Place a check mark in the Savings box. |
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Enter the number 529 then follow it with your nine-digit Bright Directions® account number. |
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Federal Form
Illinois State Form
 For additional tax forms and tax related information, visit the Tax Center.
Legal:
The Bright Directions® College Savings Program is part of the Illinois College Savings Pool and is designed to qualify as a qualified tuition program under the provisions of Section 529 of the Internal Revenue Code. The Bright Directions® College Savings Program is sponsored by the State of Illinois and administered by the Illinois State Treasurer, as Trustee. Union Bank & Trust Company serves as Program Manager, and Northern Trust Securities, Inc., acts as Distributor. Investments in the Bright Directions® College Savings Program are not guaranteed or insured by the State of Illinois, the Illinois State Treasurer, Union Bank & Trust Company, Northern Trust Securities, Inc., the Federal Deposit Insurance Corporation, or any other entity.
An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. The Program Disclosure Statement (issuer’s official statement) is available from your financial advisor and should be read carefully before investing.
You should consider, before investing, whether your home state or the designated beneficiary’s home state offers any state tax deduction or other benefits that are only available for investments in such state’s qualified tuition program. You should consult with a tax advisor about state and local taxes.
Not FDIC Insured May Lose Value No Bank Guarantee
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