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Frequently asked questions

529 plans

  • The goal of 529 savings plans is simple – they are investment vehicles designed to help families save for qualified education expenses without the burden of taxes. The plans are named after a specific section of the IRS Code, which allows investments in “529s” to grow tax-deferred and assets used for expenses like college tuition, books and room and board to be withdrawn free from federal taxes. Additional state tax benefits may also be available depending on your specific plan and state of residence.

  • Any U.S. citizen or legal U.S. resident can be the beneficiary of a BlackRock CollegeAdvantage 529 account. It is not required for the account owner and beneficiary to be related in any way, and if so desired, an account owner is free to name himself/herself as the beneficiary.

  • There are no limits on how frequently you may change the beneficiary of your account, but in order to avoid taxes or penalties, the new beneficiary must be a qualified member of the previous beneficiary's family, unless the account is a Scholarship Account. See the Program Description for details on qualifications. Additionally, you may not change the beneficiary if such a change would cause the aggregate account balances of all CollegeAdvantage Program accounts, for the new beneficiary, to exceed the Maximum Contribution Limit.

  • Anyone, including individuals, corporations, charities, partnerships or trusts can contribute to, establish and own accounts.

  • Yes, but there are several considerations you should be aware of before doing so. If you are in a custodial role for a minor with a UGMA/UTMA, you may move some or all of the UGMA/UTMA assets to a 529 plan, provided that the minor remains the beneficiary of the new account. However, prior to transferring the assets, you must liquidate funds from the UGMA/UTMA account and should discuss any resulting tax consequences with your financial professional. Finally, as an UGMA/UTMA custodian, you must notify the 529 plan when the beneficiary reached the legal age of majority, which is 21 in most states.

  • Financial aid treatment changes often and each school maintains its own policies, so it is of the utmost importance that you inquire about your unique situation when considering how 529 assets will affect any financial aid package. As a general rule, however, assets held in a 529 plan are treated as parental assets if one parent is the account owner. If the student is the account owner and beneficiary or is considered “independent” for financial aid purposes, any 529 assets will be attributed to the student. You should consult with your financial professional to determine how any 529 plan assets will be treated according to your specific circumstances.

  • A key advantage of all 529 plans is that the assets remain in the control of the account holder. If the selected beneficiary does not need the assets for any reason, you have several options available to you. You can select a new beneficiary provided he/she is a qualified family member related to the previous beneficiary. Qualifications are listed in the Program Description and such a change may represent a taxable event. You can take a non-qualified distribution to use as you see fit, but it is important to note that federal income taxes, penalties and state/local taxes may apply to the portion of your assets attributable to earnings. You can simply keep your assets in the 529 plan in the event that the original beneficiary changes his/her mind.

  • Yes. The main differences from state to state are the investment options offered to account holders and tax benefits available to residents of the sponsoring state. While BlackRock CollegeAdvantage is available to investors across the country and offers uniform federal tax benefits to all account holders, investors in Ohio can take advantage of additional state tax advantages. Prior to investing in any 529 plan, it is recommended that you consult a tax professional or financial professional to make sure all tax consequences are considered before opening an account.

  • Unless you are moving to or away from Ohio, there will be no changes to your BlackRock CollegeAdvantage account. Since BlackRock has partnered with the Ohio Tuition Trust Authority, you would gain a state tax advantage should you move into Ohio. Conversely, you could lose that tax advantage if you leave Ohio and are no longer considered a resident of the state.

  • You can withdraw funds by signing into our Active Investor Portal under “Mutual Fund & 529 Accounts” at The portal allows withdrawals payable directly to your college/university or to the Account Owner or Beneficiary with proceeds sent by check or to your bank information on file.

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

  • We would be happy to help you sign up for eDelivery of your statements, prospectus, shareholder reports and other mailings. BlackRock is a strong proponent of reducing paper use and lowering costs for investors. Whenever a document is issued, we will automatically alert you via e-mail, allowing you to immediately view and download the information directly online. For accounts held directly at BlackRock, please follow these instructions to sign up:

    • Via online Account Access:
      Visit our eDelivery page for instructions on signing up. (Note: From the this page, you can access your account online)
  • If your portfolio or account has been open for less than one year, the one-year calculation cannot be determined, or if the calculated rate of return meets or exceeds a value of "+" or "-" 75% the return will show "NA".

  • "Your Portfolio Performance" represents the total performance of your entire portfolio. In order to calculate your fund and portfolio performance, our software captures cash flows both into and out of your account(s) over the indicated time period. The performance information is shown on the statement as a rate-of-return percentage. Calculations include only accounts that were open during the quarter. Your personal performance is calculated using a standard accounting method known as internal rate of return (IRR). This method provides your rate of return by determining the difference between your beginning and ending balances, including all purchases and/or redemptions in the stated period. The return of purchases and/or redemptions is weighted based on their activity date. Please be advised that certain factors, such as account adjustments, may affect the return.

  • The inception date used to calculate your rate of return is based on the first purchase of the oldest fund currently reflected on this statement. If you withdraw all of your money from your original investment option, the inception date will switch to the next oldest investment and recalculate your performance based on the newer inception date.

  • At this time, our database does not have the ability to track data for accounts opened prior to January 1, 1993. If your portfolio or account was opened prior to January 1, 1993, the software will use the value of your account as of January 1, 1993 for the initial purchase.

  • At this time, our database does not have the ability to track data for accounts opened prior to January 1, 2005. If your portfolio or account was opened prior to January 1, 2005, the software will use the value of your account as of January 1, 2005 for the initial purchase.

  • On your account's two-year anniversary, we replaced the bar chart illustrating change in the value of your portfolio with a more comprehensive line graph. The line graph compares the total value of your portfolio to the net amount you have invested. Your net investment amount is the total amount invested minus the total amount withdrawn. If your account is less than two years old, a bar chart will illustrate your portfolio history and you will not notice any changes in this section.

  • The statement reflects only the accounts that were active during the current statement period. If one of the funds has been closed out through redemption and is no longer reflected on the statement, those cash flows will be removed from the chart. Therefore, the chart will show only the historical flow of the active accounts reflected on this statement.

  • The "Historical Fund Performance" section reflects the actual rates of return for the fund. The personal performance calculation is based on your investment results and is affected by applicable sales charges and the timing of your purchases and withdrawals.

Account related questions

  • Investing in mutual funds is an effective way to pursue lifetime financial goals. Mutual funds offer advantages such as:

    • Ongoing professional management of the assets
    • Diversification of those assets to help reduce risk
    • Liquidity for quick access to funds
    • Flexibility to easily change investment directions by exchanging into other funds as your financial goals or needs change

    BlackRock offers you the following services:

    • Exchange privileges. You may exchange money between the same class of shares in different funds online. Exchange privileges are subject to change.
    • Retirement account investing. Any fund within the BlackRock fund family can be included in a tax-deferred retirement plan. (Note: Tax-exempt fixed income funds are not recommended investment solutions for retirement tax-exempt accounts.)
    • Regular communication. You will receive regular statements showing all activity within your account. On an annual and semiannual basis, shareholder reports will be sent for each of the funds in which you invest.
    • Electronic delivery. We highly recommend accessing your statements, shareholder reports and fund prospectuses online. BlackRock will send an alert via e-mail whenever a document is issued, allowing you to access the information online - reducing paper delivery. You can even self-register for electronic delivery after you have signed up for online account access.
    • Pricing options. Most BlackRock mutual funds offer a variety of pricing options, each share class with a different combination of sales charges, ongoing fees and other features. You should speak with your financial professional and read the Fund’s prospectus carefully before investing.
  • You should meet with your Financial Professional to discuss your financial goals and the full spectrum of BlackRock investment solutions best suited to your portfolio. Be sure to read each Fund's prospectus prior to investing.

  • BlackRock mutual funds are available in multiple share classes, each with their own eligibility, investment minimums, sales charges, and expense structures. To learn more about the share classes available in any BlackRock mutual fund, please review the Fund’s prospectus.

  • The minimum investment for Investor A or Investor C Shares is $1,000 per fund, but may be lowered to $50 with an Automatic Investment Plan (the minimum additional investment for an Automatic Investment is $50 per draft, per fund).  Initial minimums may differ for certain account types or other share classes; please consult the Fund’s prospectus for more information.

  • BlackRock makes it easy to invest in your account – you can send us a check (payable to “BlackRock”), add your Bank Instructions to submit a purchase online, or invest systematically with an Automatic Investment Plan.

  • Visit our How to Invest page, or call us to discuss your options.

  • View our Forms and Applications page (also found under “Resources” above).  While each form or application has a brief description next to it, if you have any questions please contact us and we will be happy to assist you.

  • Yes. You can exchange shares of any mutual fund you own for the same share class of any other open mutual fund online by logging into your account. When exchanging into a new fund, you should read the Fund’s prospectus carefully before investing.

  • Withdrawals can be made online.

  • Visit our Account Access page for more information.
    Please note: If your account is not held directly with BlackRock (i.e. If your account is through Merrill Lynch, Charles Schwab, Fidelity, etc.), you will need to contact that firm for assistance. If you are not sure, we recommend checking your account statements and contacting them directly.

  • Once you are logged into your account, click on MY PROFILE in order to update your login information.

  • For any account related issues, please use the mailing addresses and contact telephone numbers below:

    BlackRock Mutual Fund

    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
    Monday through Friday,
    8:00 a.m. – 6:00 p.m. EST

    BlackRock CollegeAdvantage 529

    Regular Mail Overnight Mail
    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
    Monday through Friday,
    8:00 a.m. – 6:00 p.m. EST

Tax information

  • A capital gain is the difference between the purchase price and the selling price of an asset (i.e., stocks, bonds, and mutual fund shares) which results in a profit. For example, if a stock for $100 is purchased and later sold for $120, the capital gain is $20. A capital loss results from selling an asset at a lower price than the purchase price.

  • When a mutual fund realizes more gains than losses, mutual funds are generally required by law to distribute the net gains to shareholders by calendar year end. These distributions, which typically occur quarterly, semi-annually or annually, are made in order to satisfy such requirements.
    These distributions are taxable to shareholders, unless the mutual funds are held in a 401(k) plan, IRA, 403(b) account or other tax deferred accounts. Investors in tax deferred products will not have tax consequences as a result of these distributions. Also, some distributions are specifically exempt from taxes — for example, income from municipal bond funds is typically exempt from federal taxes.

  • Short-term capital gains result from the sale of an investment held for less than a year. A distribution of short-term gains by a mutual fund is taxed as ordinary income.
    Long-term capital gains result from the sale of an investment held for more than a year. A distribution of long-term gains by a mutual fund is taxed at the investor's capital gains tax rate.

  • Investors are required to include these amounts on their federal income tax return for the year when they are received.

  • "Buying a dividend" refers to purchasing a mutual fund just prior to a distribution by that fund. If the fund is held in a taxable account, this generates an unnecessary tax bill. In essence, a portion of the investment is returned to the investor as a taxable distribution.

  • A mutual fund's cost basis is the cost of fund shares (determined by various means) used to help shareholders calculate the taxable gain or loss of their investment if they redeem their shares. For BlackRock funds held at the transfer agent, this information is included in our Quarterly Statements when available.

  • To learn more about dividend dates and distribution amounts, visit the Tax Information page. For fund specific distributions, visit our mutual funds homepage and then select a fund to review its profile and view its distributions.

  • Yes, mutual fund distributions are considered taxable income, and shareholders must pay taxes on their gains even if they reinvest them into the mutual fund for more shares.

  • BlackRock manages our mutual funds consistent with their investment objectives. Though we are mindful of the tax implication of capital gains on our shareholders, investment decisions take into account other factors as well and are based upon prudent portfolio management in accordance with the each fund's investment strategy.

  • The Record Date is the date used to determine which shareholders are entitled to a given distribution; shareholders of record as of that date receive the distribution.
    The Ex-date is the next date after record date on which the net asset value (NAV) drops by the amount of the distribution. Those shareholders who reinvest their distributions receive additional shares.
    The Payable Date is the date that payments are sent to shareholders who do not reinvest their distributions. Those shareholders who reinvest their distributions receive additional shares.

  • Even if a mutual fund's NAV has fallen during the year, it is still possible that securities sold by the mutual fund within the year resulted in a capital gain. For example, a security bought three years ago at $10 that appreciated and was sold this year at $20 will realize a $10 capital gain.

  • When profits from sales of securities exceed losses, they accumulate and contribute to the rise of the net asset value (NAV) of the fund. Since a portion of the NAV is being deducted and distributed to the shareholders, the NAV will drop by the distribution amount. For example, a fund's shares sell at a NAV of $10. If sales of the fund's securities have realized a profit of $2 a share during the year, a capital gain distribution of $2 will be deducted from the NAV on a specified date and on that date the fund share price will decline to $8.
    This drop in NAV does not reflect a loss since the portion deducted from NAV is passed through to shareholders. Distributions do not impact a mutual fund's total return as they are taken into account as part of a fund performance.
    Please keep in mind that the NAV will also reflect market activity. Distributions do not impact a mutual fund's total return.

  • A Form 1099-DIV is sent to shareholders by investment fund companies to provide a record of all taxable capital gains and dividends paid, including those that have been re-invested in a given tax year. Tax Form 1099-B will also be sent if a shareholder has redeemed shares from their BlackRock mutual fund. Form 1099-INT is sent to shareholders who have received dividend distributions on municipal bond funds.

  • Your Form 1099-DIV lists all federally taxable dividend and capital gain distributions (short-term and long-term) of $10 or more paid to your mutual fund accounts.

  • The IRS does not require tax reporting on any taxable amounts less than $10 for a calendar year. A shareholder who did have a taxable event during the year worth more than $10 and did not receive a 1099 can contact BlackRock shareholder services at 800-441-7762 between the hours of 8 a.m. and 6 p.m. (ET), Monday through Friday.

  • For more information on BlackRock Funds, please consult the individual Fund's prospectus.

  • You can find tax information by going to our dedicated Tax Information page or within the mutual funds or closed-end product pages.

  • If you have one of the following types of accounts, you will not receive Form 1099-DIV: Individual Retirement Accounts and other tax-deferred accounts (including Roth and Traditional IRAs, Rollover IRAs, SEP and SIMPLE IRAs, Coverdell Education Savings Accounts, and qualified tuition plan accounts), pension, 403(b), profit sharing and money purchase plans, accounts owned by corporations, documented nonresident aliens and certain tax-exempt organizations.

  • Form 1099-B reports the gross proceeds from the sale or exchange of your mutual fund shares (non-retirement), except money market accounts and contingent deferred sales charge deducted from the gross proceeds of the transaction.

  • Form 1099-R reports both full and partial distributions from your mutual fund retirement plan accounts, with the exception of retirement accounts held by other custodians.

  • If you withdrew assets from your retirement plan account, took your retirement account dividend distributions in cash (unless reinvested into your retirement account), or converted your traditional IRA to a Roth IRA.

  • If you arranged to move your IRA account as a trustee-to-trustee transfer of assets directly to another IRA account without taking possession of the funds

  • Form 5498 reports all contributions to IRA accounts for the current tax year. The information is reported to the IRS, but you don't have to file it with your tax return.

  • You can obtain Form W-9 online at or by calling your Investment Program’s toll-free telephone number shown on your tax forms.

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
Digital Form: 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 DeductionAuthorization Form

Digital 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
Digital Form: 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

Dividend Allocation Plan Form Use this form to direct dividend and/or capital gains distributions from one or more funds in your BlackRock account to your bank account or another BlackRock fund.
Bank Account Maintenance Form
Digital 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
Digital Form: 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
Digital Form: 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

Dividend Allocation Plan Form Use this form to direct dividend and/or capital gains distributions from one or more funds in your BlackRock account to your bank account or another BlackRock fund.
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
Digital 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
Digital 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

Digital 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.
BlackRock Coverdell Education Savings Account ("ESA") Change of Designated Beneficiary Form Digital Form: Use this form to add or change the Designated Death Beneficiary on your BlackRock Coverdell Education Savings Account.

IRA accounts

Roth IRA Certification of Direct Rollover From a 529 Form
Use this form to certify a rollover distribution from a 529 plan to a Roth IRA.
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.
Inherited IRA Distribution Request Form
Used to request a one-time distribution from your Inherited IRA, including systematic distribution options.

BlackRock CollegeAdvantage 529 Plan accounts

529 Distribution Request for Direct Rollover to a Roth IRA

Distribute from your 529 plan for a direct rollover to a Roth IRA owned by the 529 account beneficiary.
Account Maintenance

Digital 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

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

Digital Form: This form is used to make a contribution to any existing BlackRock 529 account.
Reallocation Request Form
Digital 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.