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Direct Deposit Your IRS Refund

For direct shareholders with the IRS refund direct deposit, you can instruct the IRS to deposit your tax refund directly into your existing Hartford Funds account by following a few simple steps on your federal income tax form 1040.

How To Directly Deposit Your Refund

IRS Form 1040 includes a refund section that lets the IRS and Hartford Funds know into which specific account you want your refund deposited.

  • 35b–Routing number: This line designates which financial institution is to receive your check. Hartford Fund's routing number is 011000028. 
  • 35c–Type: This line designates to which type of account your refund should be deposited. Because there is no "mutual fund" option on the form, please mark "Checking."
  • 35d–Account Number: All account numbers must begin with a prefix HTF. Next, please write in your fund number (you can find this on your account statement, along with your account number). Finally, fill in your account number, preceded by as many zeros as necessary to fill all 17 boxes. Example HTF01230000123456

Avoiding Problems

Here are a few tips to help ensure that your direct deposit is completed smoothly:

  • Please print clearly. If the information is illegible or incorrect, the deposit will be returned to the IRS, which will then issue a check to the address on the front of your Form 1040.
  • Deposits cannot be accepted into employer sponsored retirement accounts.
  • Hartford Funds will send a confirmation statement in five to ten business days of receiving your deposit.
  • Deposits cannot be accepted into 529 college savings accounts.

Hartford Funds will not be liable if the IRS does not deposit your refund in accordance with your wishes.

 

Investing involves risk, including the possible loss of principal.

The information in the Tax Center is not intended to be legal or tax advice.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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