Ohio college 529 advantage

    • [PDF File]CollegeAdvantage Direct 529 Savings Plan Exchange/Future Contribution ...

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      CollegeAdvantage Direct 529 Savings Plan Exchange/Future Contribution (Allocation) Form • You can exchange existing assets or change your Future Contribution Allocation Instructions by completing this form or online at www.CollegeAdvantage.com. • Complete Section 2and Section 3to exchange existing assets to a new Investment Option(s).

    • Account Owner Change Form - Ohio 529 Mutual Fund Based Plans

      CollegeAdvantage Direct 529 Savings Plan 920 Main Street, Suite 900 Kansas City, MO 64105 Existing Account Information Existing Account Number Existing Account Owner Name (First name) (Required) (M.I.) Existing Account Owner Name (Last name) (Required) Existing Account Owner Social Security Number or Taxpayer Identification Number (Required)

    • CollegeAdvantage Direct 529 Savings Plan Withdrawal Request Form

      CollegeAdvantage Direct 529 Savings Plan P.O. Box 219305 Kansas City, MO 64121-9305 For overnight delivery or registered mail, send to: CollegeAdvantage Direct 529 Savings Plan 920 Main Street, Suite 900 Kansas City, MO 64105 Account Owner information Account Number Social Security Number or Taxpayer Identification Number (Required)

    • INVESTMENT OPTION CHOICES - Ohio 529 Mutual Fund Based Plans

      Ohio’s Direct 529 Plan is a lower-cost college-savings program that you set up and maintain yourself. Are you interested in ready-made investment portfolios? That’s why Ohio’s Direct 529 Plan offers options for savers of all experience levels and risk tolerances, including ready-made, age-based and ready-made, risk-based portfolios.

    • [PDF File]Helping you invest for education - BlackRock

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      An accelerated gifting tax provision, unique to 529 plan contributions, allows you to apply up to 5 years of gifts in a single year ($85,000/$170,000 maximum limits). Considered a completed gift, assets are thereby removed from your taxable estate. Consult your tax advisor for any limitations.

    • [PDF File]Take advantage of your state tax benefits - BlackRock

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      Ohio residents may take advantage of a state tax benefit with the BlackRock CollegeAdvantage 529 Plan (up to $4,000 per contributor or married couple can be deducted per beneficiary with unlimited carry-forward).² Tax parity states

    • [PDF File]An Investor’s Guide to 529 Education Savings Plans - Edward Jones

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      529 education savings plan (529 plan) is a state-sponsored education savings vehicle that offers account owner tax advantages, flexibility and control when saving for elementary, secondary and/or higher education expenses of the account beneficiary.

    • [PDF File]BlackRock CollegeAdvantage 529 Plan Sponsor: Ohio Tuition Trust Authority

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      The BlackRock CollegeAdvantage 529 Plan A 529 advisor-sold college savings plan designed to help individuals and families save for college expenses through a tax-favored investment sponsored by the State of Ohio. The Plan is a subset of the CollegeAdvantage 529 Savings Plan for the State of Ohio, which is offered and overseen by the Ohio

    • [PDF File]Comprehensive Advertising, Marketing Services for Ohio’s 529 Plan ...

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      • Increase general awareness of Ohio’s 529 Plan. • Effectively communicate the benefits of savings for college and how Ohio’s 529 Plan, CollegeAdvantage can help families save for college, take advantage of tax benefits, and reduce future student loan debt. • Reach target audiences with messag es that cause consumers to take action.

    • [PDF File]How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan

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      Use this form to enroll in the BlackRock CollegeAdvantage 529 Plan. As this is an advisor sold plan, the Investment Dealer section should be completed in order to establish an account. Tochange an existing Account Owner or Beneficiary onexisting accounts,please use our 529 Change of Registration Form.

    • [PDF File]college savings

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      The Cincinnati Reds and Ohio's 529 Plan, CollegeAdvantage. are teaming up in 2019 to help your family round third and head for home with your higher education goals!

    • CollegeAdvantage Direct 529 Savings Plan Beneficiary Change Form

      CollegeAdvantage Direct 529 Savings Plan 920 Main Street, Suite 900 Kansas City, MO 64105 Existing Account information Account Number Name of Account Owner (first, middle initial, last) Telephone Number (In case we have a question about your Account.) Name of Existing Beneficiary (first, middle initial, last)

    • CollegeAdvantage Direct 529 Savings Plan Beneficiary Change Form

      DO NOT STAPLE ES_OHD_BC_112022 — Page 4 of 7 4 4. Investment Option selection (Check A or B - continued on next page.) • Before choosing your Investment Options, see the CollegeAdvantage Direct 529 Savings Plan Offering Statement and Participation Agreement (available at www.CollegeAdvantage.com) for complete information about the Investment Options offered.

    • Ohio's 529 Plan, CollegeAdvantage - Saving for College

      (Scale 0 to 5; 5 is highest) The investment menu in Ohio's 529 Plan, CollegeAdvantage, features 2 age-based options and 5 risk-based options using Vanguard funds, 13 static investment options using Vanguard and DFA funds, and 2 types of FDIC-insured deposit accounts through Fifth Third Bank, National Association.

    • [PDF File]BlackRock CollegeAdvantage 529 Plan Sponsor: Ohio Tuition Trust Authority

      https://info.5y1.org/ohio-college-529-advantage_1_981a1c.html

      The Plan is a subset of the CollegeAdvantage 529 Savings Plan (“CollegeAdvantage”) for the State of Ohio and is offered and overseen by OTTA. In addition to the Plan, OTTA offers a direct-sold 529 Plan, the CollegeAdvantage Direct 529 Savings Plan (the “Direct Plan”), for accounts established without use of a Financial Intermediary. The ...

    • Sources of Information About 529 Plans and College Planning

      and College Planning Ohio’s 529 College Savings Plan, CollegeAdvantage: CollegeAdvantage.com 1-800-AFFORD-IT (233-6734) Monday – Friday, 8:30 a.m. to 6 p.m. ET Learn about and compare 529 plans: CollegeSavings.org (the 529 industry association) SavingForCollege.com College planning and career research for K-12 and college students:

    • [PDF File]college savings

      https://info.5y1.org/ohio-college-529-advantage_1_5beaae.html

      Ohio's 529 Program offers two different types Of 529 college savings plans: the CollegeAdvantage Direct 529 Plan and the BlackRock CollegeAdvantage Advisor 529 Plan. The CollegeAdvantage Direct Plan is simple for anyone to use. Choose from a variety Of ready- made investment plans.

    • Two Factor Authentication and Aggregator FAQs

      Two Factor Authentication and Aggregator FAQs What is Two Factor Authentication? Two‐factor authentication (2FA) adds a second level of authentication to your online 529 account log‐in. When you have to enter only your username and one password, that’s considered a single‐factor authentication. 2FA requires the user to have two out of three types of credentials before being able to

    • CollegeAdvantage Direct 529 Savings Plan Incoming Rollover Form

      Ohio’s 529 College Advantage CollegeAdvantage Direct 529 Savings Plan Incoming Rollover Form Complete this form to initiate a Direct Rollover (plan to plan) from another 529 plan or an Education Savings Account (ESA) to an existing Account in the CollegeAdvantage Direct 529 Savings Plan (CollegeAdvantage Direct).

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