Blackrock ohio 529 plan
Blackrock Collegeadvantage Advisor 529 Savings Plan (ohio ...
State of Ohio.BlackRock CollegeAdvantage 529 Plan (the“Program”) is a subset of overall CollegeAdvantage,offering BlackRock investment options exclusively through financial intermediaries.In addition,OTTA offers a direct 529 Plan,as a subset of CollegeAdvantage for accounts
[PDF File]collegeadvantage direct 529 offering statement and ...
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CollegeAdvantage Direct 529 Savings Plan Withdrawal Request Form • Complete this form to request a full or partial qualified or non-qualified withdrawal from your CollegeAdvantage Direct 529 Savings Plan (CollegeAdvantage Direct) Account. You must submit a separate form for each type of withdrawal you are requesting. The earnings portion
BlackRock CollegeAdvantage Advisor 529 Savings Plan | Ohio 529 …
BlackRock CollegeAdvantage 529 Plan Establishing a Company-Sponsored Plan. ... governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual fund firms under contract with OTTA. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct ...
[PDF File]ANNUAL REPORT
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blackrock collegeadvantage ® 529 plan sponsor: ohio tuition trust authority supplement dated october 1, 2018 to the blackrock collegeadvantage ® 529 plan program description and participation agreement dated july 16, 2014, as supplemented
Collegeadvantage Guaranteed 529 Savings Plan (ohio 529 ...
CollegeAdvantage Direct Plan that are generally not available to taxpayers in other states. If you are not an Ohio resident or taxpayer, before you invest, consider whether your home state offers a 529 Plan that provides its taxpayers with state tax or other benefits not available to …
[PDF File]BlackRock CollegeAdvantage 529 Plan Establishing a Company ...
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The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 17 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families.
[PDF File]Withdrawal Request Form BlackRock CollegeAdvantage 529 Plan
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BlackRock CollegeAdvantage and the Ohio Tuition Trust Authority are entitled to rely on this request ... found in the BlackRock CollegeAdvantage 529 Plan Program Description, by speaking with your financial advisor, or by calling the BlackRock 529 Team at 1-866-529-8582. TIPS
[PDF File]Withdrawal Request Form BlackRock CollegeAdvantage 529 Plan
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Ohio CollegeAdvantage Guaranteed Savings Fund, a prepaid/guaranteed savings program was closed to new enrollments and contributions in 2004. Ohio also offers the Ohio CollegeAdvantage Direct 529 Savings Plan and the BlackRock CollegeAdvantage Advisor 529 Plan. 5-Cap Rating Contractual Features Current value of one unit: As of July 31, 2019:
[PDF File]BlackRock CollegeAdvantage Solid Foundation
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BlackRock CollegeAdvantage 529 Plan Use this form to request a Withdrawal from your BlackRock CollegeAdvantage account. Your Withdrawal may have tax consequences depending on how the distribution is used. You should consult your tax advisor prior to making a Withdrawal. ... BlackRock CollegeAdvantage and the Ohio Tuition Trust Authority are ...
BLACKROCK COLLEGEADVANTAGE 529 PLAN Sponsor: Ohio …
Plan With a Purpose: Why BlackRock CollegeAdvantage An Additional Tax Benefit for Ohio Residents Because BlackRock has partnered with the Ohio Tuition Trust Authority, Ohio residents may take advantage of an additional state tax benefit by investing in the BlackRock CollegeAdvantage 529 Plan. Up to $2,000 per contributor (or
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