Line instructions

Enter your name and Social Security number as shown on your Form IT-201. If you are filing a joint return, enter both names and the Social Security number of the taxpayer listed first on your Form IT-201.

Part 1 : NYS 529 savings account direct deposit

Enter all information in boxes a, b, c, and d for each account into which you want to make a direct deposit of your refund.

Lines 1a, 2a, and 3a : The minimum deposit into the Advisor Guided College Savings Program is $25.

Lines 1b, 2b, and 3b : Enter the routing number, 011001234 , on line(s) 1b, 2b, and 3b as applicable. This is the routing number for all NYS 529 college savings accounts for tax year 2023.

Lines 1c, 2c, and 3c : Enter the 3-digit plan code (see below) for each account into which you want to make a direct deposit of your refund.

Plan code Description 552 New York’s 529 College Savings Program Direct Plan 553 New York’s 529 Advisor Guided College Savings Program

Lines 1d, 2d, and 3d : Enter the 11-digit account number for each account into which you want to make a direct deposit of your refund.

If you fail to enter all the information, your NYS 529 college savings account direct deposit will be rejected. In addition, if we adjust your overpayment (line 77 amount) to an amount less than you calculated or if we keep all or part of your overpayment due to collection of a debt, your entire NYS 529 direct deposit request will be rejected. If your NYS 529 direct deposit is rejected, you will receive an adjusted refund with a written explanation of the adjustment.

If you would like more information on NYS 529 savings accounts, or if you do not know or cannot find the NYS 529 college savings account number(s), or if you are not sure which plan code to use, contact either:

New York’s 529 College Savings Program Direct Plan, by calling 1 877 697-2837 or visiting www.nysaves.org ; or

New York’s 529 Advisor Guided College Savings Program, by calling 1 800 774-2108 or visiting www.ny529advisor.com .