Blackrock 529 plan forms

    • [PDF File]Withdrawal Request Form BlackRock CollegeAdvantage 529 Plan

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      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} Sending the distribution directly to the school to pay college expenses can be advantageous; including serving as documentation for a qualified withdrawal. } Check with the ...


    • [PDF File]State Farm 529 Savings Plan Incoming Rollover Form

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      Forms can be downloaded from our website at www.statefarm.com, or you can call us to order any form — Overnight mailing address:or request assistance in completing this form — at 1.800.321.7520 any business day from 8 a.m. to 8 p.m. Central time. 1. Rollover type Rollover directly from a 529 college savings plan (529 Plan). Rollover directly from a BlackRock ...


    • [PDF File]Withdrawals 529 College Savings Plan - Fidelity Investments

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      Withdrawals – 529 College Savings Plan Use this form to make a one-time withdrawal (either full or partial) from a 529 College Savings Plan. Do NOT use this form to transfer assets to another beneficiary. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room


    • [PDF File]For Merrill Lynch Internal Use Only Client Select Series To process ...

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      scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. • Any state-based benefits offered with respect to a particular Section 529 college savings plan should be one of many appropriately weighted factors to be considered in making an investment decision.


    • CollegeAdvantage Direct 529 Savings Plan Additional Contribution …

      Forms can be downloaded from our website at www.CollegeAdvantage.com, or you can call us to order any form — or request assistance in completing this form — at 1-800-AFFORD-IT (233-6734) Monday through Friday from 8:30 a.m. to 6 p.m. Eastern Time. Return this form and any other required documents to: CollegeAdvantage Direct 529 Savings Plan


    • CollegeAdvantage Direct 529 Savings Plan Beneficiary Change Form

      CollegeAdvantage Direct 529 Savings Plan Beneficiary Change Form • Complete this form if you are transferring to a new Beneficiary all or part of the balance in the Account of your existing Beneficiary. • Type in your information and print out the completed form, or print clearly, preferably in capital letters and black ink. Mail the form ...


    • [PDF File]Iowa Advisor 529 Plan Account Application

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      Rollover from another 529 Account - Enclose an Iowa Advisor 529 Plan rollover form. A rollover form can be obtained by visiting www.iowaadvisor529.com or by calling 1-800-774-5127. Automatic Investment Plan (AIP) - Complete the AIP information in section 7 of this application and


    • [PDF File]Withdrawal Request Form BlackRock CollegeAdvantage 529 Plan

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      BlackRock CollegeAdvantage ® 529 Plan Tips for Requesting Withdrawals The cost of a higher education is one of the biggest financial obligations an individual may face. There are several options available for paying college expenses, one of which is taking a withdrawal from your 529 Plan account. Please


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

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      BlackRock CollegeAdvantage® 529 Account Application Page 1 of 8. New Account Application . How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan. Before you begin completing the application, you should consult your Financial Professional regarding your investment


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

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      The BlackRock CollegeAdvantage 529 Plan 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


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