Customer service portal
Frequently asked questions
529 plans
Statement and general account information
These questions pertain to accounts held directly at BlackRock. If your account is through a brokerage or similar financial intermediary (i.e. Fidelity, Charles Schwab, Morgan Stanley, Edward Jones, etc.) you would need to contact them directly for any account related questions.
Statement and mailing questions
Forms & applications
New! We are converting some of our documents to Digital Format. This will allow you to complete, sign and submit forms electronically. No need to print, sign & mail or fax it to us. Look for the “Digital Form” indicated in the description below. (NOTE: Validation of your personal information will be required. Certain requests requiring a Medallion Guarantee stamp may not be submitted digitally.)
Open a new account
Non-retirement accounts
New Account Application |
Used to establish many types of non-retirement accounts at BlackRock such as individual, joint tenant, trust, custodial/guardian, or UTMA/UGMA accounts. |
New Account Application – For Businesses, Foundations and Institutions |
Used to establish accounts at BlackRock for several types of entities such as a bank, foundation, endowment, partnership, insurance company, limited liability company, S-Corporation and C-Corporation accounts, etc. Additional documentation will likely be required to open one of these accounts. |
IRA accounts
IRA Application | Used to establish a BlackRock Traditional, Rollover, Roth or SEP IRA. Accounts can be funded with a check contribution (check should be included), ACH contribution or by transfer of assets/rollover from another custodian. |
Inherited IRA Application | Used by the beneficiary of a deceased IRA account owner to establish an Inherited IRA with BlackRock. Please note, if you are transferring from another custodian you may also need the IRA Transfer of Assets/Direct Rollover Request Form. |
SIMPLE Plan Enrollment Kit | Used by employees to establish a BlackRock SIMPLE IRA account. (Please note: you may also need to provide the SIMPLE IRA Salary Reduction Agreement to your employer). |
SIMPLE IRA Employer Kit | Used by the employer to establish a SIMPLE IRA Plan with BlackRock (please note: this Kit, including the enclosed IRA Form 5304-SIMPLE, must be on file in order for employees to establish any SIMPLE IRA accounts with BlackRock). |
BlackRock CollegeAdvantage 529 Plan accounts
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. |
Payroll Deduction Authorization Form |
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. |
Establish a Company Sponsored 529 Plan |
Are you an employer looking to establish a company-sponsored 529 plan to help your employees to invest in the BlackRock CollegeAdvantage 529 Savings Plan? This form will explain the different ways your employees can contribute, and also us to establish your plan. Talk with your Financial Advisor about the benefits of setting up a company-sponsored plan. |
Existing account
All account types
Bank Account Maintenance Form |
Used to add or update bank instructions and/or an Automatic Investment Plan (AIP) on your BlackRock account. |
Change of Address Form |
Digital Form: Used to change the address or mailing address listed on your account. Can be used for any non-529 account type. |
Change of Broker/Dealer |
Used to add or change the broker/dealer listed on your account. |
Change of Name Form |
Digital Form: Used to complete a name change (due to marriage, divorce, etc.). |
Contribution Slip |
This form is used to make a contribution to any existing BlackRock Direct account (retirement or non-retirement). |
Power of Attorney Registration form |
Used as a legal instrument to authorize one individual to act as Power of Attorney on a BlackRock account. |
Systematic Exchange Application |
Used to set up the investment of a lump sum into one BlackRock fund and then, on a monthly, quarterly, semiannual or annual basis, have fixed dollar amounts exchanged into as many as four other BlackRock funds. $10,000 minimum investment. $50 minimum per systematic exchange. |
Non-retirement accounts
Certificate of Incumbency |
Used to list persons authorized to enact transactions in a BlackRock account for a non-incorporated entity over a 60-day time period. |
Change of Registration |
Used to complete a re-registration of a BlackRock account to another account type or change ownership of an account (add / remove an owner) such as individual, joint tenant, trust accounts or custodial / UTMA, UGMA accounts. |
Corporate Resolution Filing Form |
Used to grant authority to a person or persons within an established company to sell or assign securities in a BlackRock account. Valid for 6 months from date of certification. |
Cost Basis Change Request Form |
Use this form to change your cost basis calculation method (We recommend speaking with your tax preparer or financial advisor before making any change to your cost basis method). Access our frequently asked questions to understand more about Cost Basis calculations. |
Redemption Request Form |
Used to request one-time redemptions or to establish or change a Systematic Withdrawal Plan (“SWP”) from your non-retirement account(s) at BlackRock. |
Transfer on Death (TOD) Beneficiary Claim Form |
Used by a beneficiary of a BlackRock Transfer of Death account in order to transfer or redeem the account to their name. Also required is a certified copy of the death certificate and an inheritance tax waiver. |
Transfer on Death (TOD) Registration Form |
Used to document up to three beneficiaries and the percentage of assets to be transferred to each, upon the death of an owner of a BlackRock account. |
Medical Savings Account (“MSA”) Withdrawal Request Form | Use this form to request a one-time distribution from an Archer Medical Savings Account (“MSA”) |
BlackRock Coverdell Education Savings Account (“ESA”) Withdrawal Request Form | Used to request a one-time distribution from a BlackRock Coverdell Education Savings Account (“ESA”) |
BlackRock Coverdell Education Savings Account (“ESA”) Funding a 529 Plan Request | Used to request a one-time withdrawal from a BlackRock Coverdell Education Savings Account (“ESA”) and use the proceeds to fund a BlackRock CollegeAdvantage® 529 account. |
BlackRock Coverdell Education Savings Account ("ESA") Change of Registration Form | Used to change the Responsible Individual on a Coverdell Education Savings Account held directly at BlackRock. It may also be used to re-register an account to a Designated Beneficiary under the age of 30 with an existing BlackRock Coverdell Education Savings Account ("ESA"). |
Account Transfer Form | Used to process a transfer of shares between non-retirement accounts held at BlackRock, transfer an account at another institution to BlackRock, or to gift shares to another individual, trust, or organization with an existing BlackRock account. |
IRA Change of Beneficiary Form |
Used to change the Primary and/or Contingent beneficiaries named on BlackRock Traditional IRA, SEP IRA or Roth IRA accounts. |
IRA Distribution Request Form |
Digital Form: Used to request a one-time distribution from your IRA, including return of excess contribution, transfer due to divorce, or a rollover out to another custodian. |
IRA Systematic Withdrawal |
Used to request any systematic withdrawals, including your RMD, 72t withdrawals, etc. |
IRA Beneficiary Claim Form - Spouse |
Used by the spouse of a deceased IRA owner to request their portion of the IRA assets. |
IRA Beneficiary Claim Form – Non-Spouse |
Used by a non-spouse beneficiary of a deceased IRA owner to request their portion of the IRA assets. |
IRA Rollover Certification Form |
Used to certify a rollover distribution from a Traditional IRA, Roth IRA or SEP IRA and for eligible distributions from 403(b), 401(k) or qualified retirement plans to a BlackRock Funds IRA account. Rollovers must be completed within 60 days of distribution. |
IRA Transfer of Assets / Direct rollover request form |
Used to transfer assets from an existing IRA to a BlackRock Funds IRA. |
Roth IRA Conversion Form |
Used to convert a Traditional IRA held at either BlackRock or a different custodian to a BlackRock Roth IRA. |
SIMPLE IRA Salary Reduction Agreement | Should be used in conjunction with the SIMPLE IRA adoption agreement to set up the payroll deductions to be contributed to a BlackRock SIMPLE IRA account. |
BlackRock CollegeAdvantage 529 Plan accounts
Account Maintenance Form |
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 Name Form |
Digital Form: Use this form to complete a name change (due to marriage, divorce, etc.). |
Change of Registration Form |
Is it time to update the Account Owner, Successor Owner or Beneficiary listed on your account? Or is it time to transfer the account into the name of the Beneficiary? You can use this form to make ownership changes to your account(s). |
Contribution Slip |
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 |
Digital 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. |
Contact us
We’re happy to discuss our solutions and services in more detail. To make sure your request makes it to the right team, be sure to provide your full name, phone number, and details of your request.
If you manage your money yourself and have questions not answered above, please call one of the numbers below. Note: If your account is held at a financial intermediary, please contact them first for assistance.
Mutual funds | Blk CollegeAdvantage 529 | Closed-end funds | iShares ETFs | iShares 529 |
---|---|---|---|---|
800-441-7762 | 866-529-8582 | 800-882-0052 | 800-474-2737 | 888-529-9552 |
8:00 a.m. - 6:00 p.m. ET | 8:00 a.m. - 6:00 p.m. ET | 8:00 a.m. - 6:00 p.m. ET | 8:00 a.m. - 6:00 p.m. ET | 8:00 a.m. - 6:00 p.m. ET |
Mailing Addresses
(Direct Accounts only)
To mail forms, applications or other written correspondence for accounts held directly at BlackRock, please use the following mailing addresses. If your account is not held at BlackRock, please contact your financial advisor or brokerage to determine the correct mailing address.
BlackRock Mutual funds | BlackRock CollegeAdvantage 529 | |||
Regular mail | Overnight mail | Regular mail | Overnight mail | |
BlackRock Funds P.O. Box 534429 Pittsburgh, PA 15253-4429 |
BlackRock Funds Attention: 534429 500 Ross Street 154-0520 Pittsburgh, PA 15262 |
BlackRock CollegeAdvantage 529 P.O. Box 534433 Pittsburgh, PA 15253-4433 |
BlackRock CollegeAdvantage 529 Plan Attention: 534433 500 Ross Street 154-0520 Pittsburgh, PA 15262 |
Online Account Access
Ready to mange your investment online? Click the sign in button above to login or create your online access. From our Active Investor portal you can easily and safely place transactions and manage account settings for both your BlackRock mutual funds and BlackRock College Advantage 529 Plan accounts.