Due to the heavy volume of Contributions normally received at the end
of a calendar year - and the overall increase in holiday mail - we strongly encourage you to make
any Contribution you intend as a 2008 NC income tax deduction as early in
December as possible.
Although Contributions received in good order are normally processed on the
day received at CFI, waiting until the last minute may be a problem if there are questions
on your Contribution or enrollment form, mail delays or extremely high demand for processing.
Please review the deadlines below. While we expect to honor these deadlines, to
assure your Contribution is credited for 2008, we strongly recommend that you beat the rush.
| ONLINE New Enrollment and Participation Agreement with initial Contribution
made by one-time electronic bank transfer (EFT) |
Must be submitted prior to 12 midnight ET on Sunday, 12/28/08 |
| ONLINE New Enrollment and Participation Agreement with initial Contribution made by recurring bank draft (ACH)
|
Requests received in December cannot be guaranteed year-end processing due to time required for information exchange
between bank and CFI |
| MAILED New Enrollment and Participation Agreement submitted with a Contribution check
|
Must be received prior to the closing time of New York Stock Exchange, 4:00 p.m. ET on Wednesday, 12/31/08
Mail to P.O. Box 41930,Raleigh, NC 27629-1930 |
| By one-time electronic funds transfer (EFT)
|
Must be submitted prior to 12 midnight ET on Sunday, 12/28/08 |
| A new request to set up a recurring automatic bank draft (ACH) or to change bank information on current ACH Contributions
|
Requests received in December cannot be guaranteed year-end processing due to time required for information exchange
between bank and CFI |
| Contribution by overnight delivery or registered mail
|
Must be received prior to 12 noon ET on Wednesday, 12/31/08
Deliver to 2917 Highwoods Blvd.,Raleigh,NC 27604 |
| Hand-delivered check Contribution
|
Must be received prior to 12 noon ET on Wednesday, 12/31/08
Deliver to 2917 Highwoods Blvd.,Raleigh,NC 27604 |
| Wire transfer Contribution
|
Must be received by CFI bank prior to 2:00 p.m. ET on Wednesday, 12/31/08
Call 800.600.3453 for instructions.
|
| Contribution by regular mail
|
Must be received prior to the closing time of New York Stock Exchange, 4:00 p.m. ET on Wednesday, 12/31/08
Mail to P.O. Box 40877,Raleigh, NC 27629-0877 |
| Rollover from Another 529 Program
|
Requests received in December cannot be guaranteed year-end processing since another
program administrator, not CFI, controls the delivery of funds from the other 529 program
|
