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

Oregon 529 College Savings Plan Direct Deposit for Form 40 Filers
2025 Schedule OR-529, Oregon College Savings Plan Direct Deposit and Account Creation Election for Personal Income Tax Filers, 150-101-068
Clear form

2025 Schedule OR-529

Oregon Department of Revenue

Oregon Higher Education Savings Plan 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 Part 1 to deposit your refund in up to four existing Embark (formerly Oregon College Savings Plan) or MFS 529 Savings Plan accounts. Use Part 2
to share your information with Upward Oregon (formerly Oregon Treasury Savings Network) for establishing an Embark account. See Schedule OR-529 Instructions.

Part 1: Embark or
MFS 529 Savings Plan Direct Deposit.
1.

Check one: 1a.

1d.

1b. Portfolio code

1c. Account number

1e. Fund number

1f. Account number

Embark

MFS 529 Savings Plan

1g. Amount......................................................................................................................1g.

2.

Check one: 2a.

2d.

Check one: 3a.

3d.

Check one: 4a.

4d.

,

0 0

,

0 0

,

,

0 0

,

,

0 0

2c. Account number

2e. Fund number

2f. Account number

Embark

MFS 529 Savings Plan

,

3b. Portfolio code

3c. Account number

3e. Fund number

3f. Account number

Embark

MFS 529 Savings Plan

3g. Amount......................................................................................................................3g.

4.

0 0

2b. Portfolio code

2g. Amount......................................................................................................................2g.

3.

,

,

,

4b. Portfolio code

4c. Account number

4e. Fund number

4f. Account number

Embark

MFS 529 Savings Plan

4g. Amount......................................................................................................................4g.

5. Total. Add lines 1g–4g. 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. 10-07-25, ver. 01)

17652501010000

2025 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: Embark Account Creation Election.
Taxpayer email

Benefciary frst name

Initial

Benefciary last name

Benefciary Social Security number (SSN)

Beneficiary date of birth (MM/DD/YYYY)

/

Relationship code (see instructions)

/

Benefciary address (no PO Box)

City

State

ZIP code

Election. I have completed all of the fields in Part 2 of this form for the purpose of establishing an Embark account for the beneficiary named above,
and I authorize the Department of Revenue to release this information to Upward Oregon for this express purpose.
Taxpayer signature

X
Date (MM/DD/YYYY)

/

/

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

150-101-068
(Rev. 10-07-25, ver. 01)

17652501020000