Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For this and more information on BlackRock funds, please view a prospectus. The prospectus should be read carefully before investing.
These forms & applications pertain to the BlackRock CollegeAdvantage 529 Plan (for information on the iShares 529 Plan, please click here).
Please note that in order to save any forms completed online, you must have Adobe Acrobat version 8 or higher. If you do not have this version, you may either click here to download the most recent version, or print the blank forms and complete them manually.
If you don’t see the form or application you need, or if you have any questions, please contact us at 866-529-8582 or return to the BlackRock CollegeAdvantage 529 page.
Send your application, along with any other required documents, to:
|Regular mail||Overnight mail|
|BlackRock CollegeAdvantage 529
P.O. Box 9783
Providence, RI 02940
|BlackRock CollegeAdvantage 529
4400 Computer Drive
Westborough, MA 01581
Looking for something else? Check the "Related resources” near the bottom of this page.
|New Account Application
||Used to establish an Account in the BlackRock CollegeAdvantage 529 Savings Plan, this application will provide us with the name, tax identification/Social Security number of the Account Owner and the Beneficiary of the Account, as well as providing information on your Investment Option elections, how you will fund the account, and more. If you are planning on funding your Account with an Automatic Investment Plan, you will need to complete that section of the New Account Application.|
|Incoming Rollover Form
||Are you funding your Account with assets from another qualified 529 Savings Plan, an UTMA/UGMA, or maybe from qualified U.S. savings bonds? You will need to complete this form and submit it along with your New Account Application. You may need this form again in the future if you wish to roll other assets into your existing BlackRock CollegeAdvantage Account.|
|You may also fund your Account by having your employer deduct directly from your payroll, and send the money to your Account. This will require two forms, initially: The Payroll Deduction Authorization Form provides us with information about the contributor to the Account, the employer handling the payroll deduction, and how to invest the money when it arrives.
But to begin a payroll deduction plan, please make sure your company offers this service to their employees. If your company has not yet established a corporate payroll deduction plan, they will need to complete the Employer payroll deduction form.
|Are you an employer looking to establish a payroll deduction plan for your employees to invest in the BlackRock CollegeAdvantage 529 Savings Plan? Providing us with this completed form will help us to establish your company in our system and to assign a “Company Code”, with which we can link the Accounts of your employees. Talk with your Financial Advisor about the benefits of setting up a payroll deduction plan.|
|Things change. We understand that. So we've created this form to allow you to make those changes as they come up. Use this form to change your address, add or change bank instructions or Automatic Investment Plan instructions.|
|Change of Registration
|Is it time to update the Account Owner or Beneficiary listed on your account? Do you need to change a name due to marriage, divorce, etc? You can use this form to make any of those changes plus add or change a Successor Owner on the account.|
||This form is used to make a contribution to any existing BlackRock 529 account.|
|Reallocation Request Form
||You would use this form to reallocate your Investment Options, or to establish a Systematic Reallocation. Please keep in mind; you may only change your Investment elections once per calendar year, so if you plan on setting up a Systematic Reallocation when you open your Account, you must supply this form along with your New Account Application (otherwise, it will count as your annual change).|
|Withdrawal Request Form
||At some point, you will need to take money out of your BlackRock CollegeAdvantage Account to pay for higher education expenses. To do this, you will need to complete the Withdrawal Request Form.|