You can deposit your tax refund into one or more of your Mutual Funds accounts directly. When you file your tax return for the year, follow the instructions below to complete IRS Form 8888 and deposit all or just a portion of your refund directly into the State Farm® account(s) of your choice.
Follow the example below to complete Part I of IRS Form 8888.
Any direct deposits received will be considered contributions for the year during which they were received unless State Farm Mutual Funds is notified. To ensure that your direct deposit is credited to your IRA for the previous tax year,
Contribution limits apply: $5,500 for investors under age 50, and $6,500 if age 50 or over.
Securities issued by State Farm VP Management Corp. For more information, call 800-447-4930.
Neither State Farm® nor its agents provide tax or legal advice.
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Not FDIC Insured