Blackrock collegeadvantage

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

  https://info.5y1.org/blackrock-collegeadvantage_2_aaf2bf.html

  BlackRock CollegeAdvantage ® 529 Account Application. Page . 5. of . 8. 4. Beneficiary Information & Allocation (REQUIRED) The designated Beneficiary of the account is the individual for whose qualified higher education expenses will be paid from this account. You can use this application to establish accounts . with the SAME Owner. for one or ...

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• [PDF File]INSTRUCTIONS FOR COMPLETING THIS FORM - BlackRock

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  BlackRock, they will need to provide us with a New Account Application. The following instructions will help you complete this application, however if you have any questions we encourage you to call us for assistance at . 1-800-441-7762. Important Notes Regarding this Form: The signatures of ALL existing owners (or those

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

  https://info.5y1.org/blackrock-collegeadvantage_2_98bfe6.html

  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. Review our “Tips for Withdrawals” for more helpful information.

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• [PDF File]Investment Option Reallocation Form BlackRock ...

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  BlackRock CollegeAdvantage 529 Plan Use this form to reallocate current assets from existing BlackRock CollegeAdvantage Investment Options to any available BlackRock CollegeAdvantage Investment Options for the same Beneficiary. Please allow up to 10 days after receipt of this form for the transfer to occur. Only the Account

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• [PDF File]2022 Annual Report - BlackRock

  https://info.5y1.org/blackrock-collegeadvantage_2_f31f7b.html

  BlackRock CollegeAdvantage 529 Plan (the “Program”) is a subset of overall CollegeAdvantage, offering certain BlackRock investment options exclusively through financial intermediaries. In addition, OTTA offers the option for participants to participate directly in CollegeAdvantage through accounts established without the use of a financial

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• Withdrawal Request Form - CollegeAdvantage

  Send withdrawal/rollover to my CollegeAdvantage Direct 529 Plan Account or my CollegeAdvantage Advisor 529 Plan Account (BlackRock). Complete Section 8. Send withdrawal/rollover to another 529 Plan (not a CollegeAdvantage Plan). This withdrawal will be sent via check. The end of year 1099‑Q tax form will be sent to the Account Owner.

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• [PDF File]Change of Registration Form - BlackRock

  https://info.5y1.org/blackrock-collegeadvantage_2_36ac4c.html

  BlackRock CollegeAdvantage 529 Plan Change of Registration Page 1 of 6. Change of Registration Form . Use this form to make changes to the Account Owner, Successor Owner, or Beneficiary on your existing BlackRock CollegeAdvantage ® 529 Plan accounts. All information provided on each person listed on

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