P.O. CollegeAdvantage offers 529 savings plans that are tax-advantaged, easy-to-manage and low-fee. 102: Direct Number … Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Name of Existing Beneficiary (first, middle initial, last) Existing Beneficiary Social Security Number or Taxpayer Identification Number (Required) Return this form and any other required documents to: CollegeAdvantage Direct 529 Savings Plan. ET. Fill in the names and email addresses of the friends and family you’d like to invite make a gift contribution. Note that your 9-digit code differs from your account number. Enter the 9-digit code supplied to you by your 529 account provider. Blackrock College Rock Road Blackrock, Co. Dublin T: +353 1 288 8681 F: +353 1 283 4267 info@blackrockcollege.com Vice President of Sales. © 2021 BlackRock, Inc. All rights reserved. An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund-based securities before investing. Union Bank & Trust Company will serve as program manager and Northern Trust Securities, Inc. will serve as distributor. The Maine NextGen 529 -- Client Select Series advisor-sold 529 plan consists of age-based, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, iShares, Lord Abbett, MainStay, MFS and Neuberger Berman. Blackrock 529 Phone Number . So let’s start saving. The Plan is sponsored by the state of Ohio. The BlackRock CollegeAdvantage 529 Plan Highlights Description/Feature Explanation 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. Our expertise in 529 plan administration, industry-recognized customer service, and 80 years of investing experience makes Putnam 529 for America an ideal choice for you. • Saving for a student’s college education, • Grow and withdraw assets free of federal taxes. TIPS} Sending the distribution directly to the school to pay college expenses can be advantageous; including serving as documentation for a qualified withdrawal. } Bret Harding. Find answers to all of your non-account specific questions. Send your application, along with any other required documents, to: Looking for something else? Fill out and submit the necessary forms, and we’ll take care of the rest. If you are not an Ohio taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Blackrock 529 Mailing Address . Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a . Determine approximately how much money you need to save to pay for college. If you have a CollegeAdvantage Guaranteed 529 Savings Plan, log in here. Last Name First Name of Beneficiary M.I. Complete each section of the New Account Application, paying special attention to the … 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. The iShares 529 Plan's Portfolios invest in either (i) exchange traded funds; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Blackrock 529 Fund Options . Get quick access to your individual, investor, or advisor account. 529 college savings plan 529 college savings plan ... (“ESG”) investment strategy limits the types and number of investment opportunities available to the fund and, as a result, the fund may underperform other funds that do not have an ESG focus. State Farm has no discretion to alter, update, or control the content on the third party sites. Just pay ordinary income tax on the earnings. Our two-factor authentication process is the best way to keep your account and information safe. If a student gets a scholarship, the amount of the award can be withdrawn without the 10% federal tax. The tax code allows taxpayers to pay up to $10,000 per student per year in K–12 tuition. If your account is not held at BlackRock, please contact your financial advisor or brokerage to determine the correct mailing address. You should consult with your tax representative about state or local taxes. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Note: if you have questions regarding an account held at your firm, please contact your back office for assistance first. The State Farm 529 Savings Plan (the “Plan”) is sponsored by the State of Nebraska, administered by the Nebraska State Treasurer, as Trustee, and the Nebraska Investment Council provides investment oversight. Read our helpful withdrawal guide when you plan to put the money invested in your 529 plan to good use. Location Map & Driving Directions: Employee Directory Find e-mail addresses and telephone numbers of Blackrock Benefits employees. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen. © 2021 BlackRock, Inc. All rights reserved. Statement and general account information, Financial Professional – BNY Mellon Advisor Central, Institutional investor -Gateway client service portal. To complete the self-registration process, follow the steps below: Register as a new user Click here to log in. Box 9783 4400 Computer Dr. Providence, RI 02940 Westborough, MA 01581 Section 1: Account Information (Required) First Name of Account Owner, Custodian, Guardian or Trustee M.I. The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. This will take you to the BlackRock website. Download forms and applications relating to BlackRock mutual fund accounts. Your child will be in college before you know it. To mail forms, applications or other written correspondence for accounts held directly at BlackRock, please use the following mailing addresses. The Program Description should be read carefully before investing. Guaranteed Plan. BlackRock Fund Advisors serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. Blackrock Ohio 529 Plan . As of 12/31/2003, this plan is no longer accepting contributions or enrollments. 101: Direct Number (801) 372-2647: Fax Number (888) 661-0766: Download vCard: MacKenzie Boyce. You will need to provide the topic (s) you wish to discuss. Growth Potential. Blackrock 529 Plans . Note: if your account is held at a financial intermediary, please contact them first for assistance. By Phone: 1-866-529-8582 Regular Mail: BlackRock CollegeAdvantage 529 Plan P.O. The plan also has tax advantages for multiple states, with added benefits for Ohio residents. Participants assume all investment risk of an investment in the BlackRock CollegeAdvantage Plan, including the potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. BlackRock CollegeAdvantage 529 plan is comprised of mutual funds and ETFs from BlackRock, iShares and other leading asset managers. BlackRock CollegeAdvantage 529 access BlackRock ... phone number, and details of your request. In this booklet The BlackRock CollegeAdvantage 529 Plan Highlights Table of Contents for the Program Description Program Description — a detailed explanation of the CollegeAmerica’s fees were in the top quartile of 30 and 18 plans based on the average annual asset-based fees for national advisor-sold and fee-based advisor-sold 529 plans, respectively. BlackRock CollegeAdvantage client brochure. Phone Number 212-810-5300; BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. Box 219305 Kansas City, MO 64121-9305 For individual investors. 1-866-529-8582 iii Description/Feature Explanation Federal Tax Deferral and Treatment of Qualified and Non-Qualified Distributions Any earnings on the money you invest in your Account will not be subject to federal income taxes before they are distributed. Information about the BlackRock CollegeAdvantage Advisor 529 Plan is available from BlackRock. … It also has tax advantages for multiple states, with added benefits for Ohio residents. As of June 30, 2020, the firm managed approximately $7.32 trillion in assets on behalf of investors worldwide. If you consult or represent organizations, beneficiaries or institutions and you have questions about a mutual fund, cash management, cash portal services or Gateway, please call one of the numbers below. Need to open an account, update an existing one, or make a withdrawal? Check with the school 3 529 College Savings Quarterly Fee Analysis, ISS Market Intelligence, 4Q 2019. More information about municipal fund securities is available in the issuer's Program Description. We’re happy to discuss our solutions and services in more detail. Service # : 866-529-8582 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. If you manage your money yourself and you have questions about a mutual fund, closed-end fund, or 529 savings plan, please call one of the numbers below. Return this form and any other required documents to: CollegeAdvantage Direct 529 Savings Plan P.O. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct investment in a mutual fund itself. Look at different plans to see which the best option for you is. President. Box 9783 Providence, RI 02940-9783 Overnight Delivery: BlackRock CollegeAdvantage 529 Plan 4400 Computer Drive Westborough, MA 01588 In addition, you may view … BlackRock’s purpose is to help more and more people experience financial well-being. Not FDIC Insured | May Lose Value | No Bank Guarantee. BLK CollegeAdvantage 529 Account Servicing. The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 17 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan . Note: if your account is held at a financial intermediary, please contact them first for assistance. Gifts are transferred to your 529 account at no cost to either you or your gift givers. See performance Quarterly performance report Fees and expenses. All other marks are the property of their respective owners. Account Number Social Security Number or Taxpayer Identification Number (Required) Name of Account Owner (first, middle initial, last) Telephone Number (In case we have a question about your Account.) If you have additional questions, contact the BlackRock Service Center at 1-800-441-7762 for mutual fund accounts, or 1-866-529-8582 for BlackRock CollegeAdvantage 529 Plan accounts, Monday through Friday, 8 a.m. - 6 p.m. We work only for our clients—period. If you feel your situation requires a personal consultation with an OTTA representative, you may schedule an appointment by calling 1-800-233-6734. Contact Us Address: Blackrock College, Rock Road, Blackrock, Co. Dublin Reception For general enquiries contact; Tel: + 353 (1) 288 8681 Fax: + 353 (1) 283 4267 Email: info@blackrockcollege.com Registration For school admission enquiries contact; The Registrar, Ms. Sandi Dunphy Tel: + 353 (1) 706 0624 Email: registration@blackrockcollege.com See Registration for more information Nurses Tel New Account Application . To help you simplify the process, we’ve answered the most common questions that surface around 529 college savings plans. Regular investing does not ensure a profit or protect against a loss in a declining market. 529 plans offer the potential of higher returns and tax-advantaged growth compared with lower-yielding bank accounts.² In fact, if you consider saving $200 per month in a bank account versus investing that same amount in a 529 plan, you could be leaving a lot of money on the table over the course of 18 years. Blackrock Collegeadvantage 529. Blackrock Forms And Applications . If you’re a financial professional or want to learn more about BlackRock, explore our other sites. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Money not used for qualified expenses will be subject to a 10% federal tax. BlackRock CollegeAdvantage 529 plan portfolios include mutual funds and ETFs from BlackRock, iShares and other leading asset managers. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. To reach a different BlackRock site directly, please update your user type. Blackrock 529 Application Pdf If you manage investment decisions for your clients and you have a product question or inquiries about a mutual fund or 529 savings plan, please call one of the numbers below. You may obtain a Program Description by clicking here or calling 866-529-8582. Before you begin completing the application, you should consult your Financial Professional regarding your investment choices and options. Investment optionsThe BlackRock CollegeAdvantage 529 Plan offers three distinct investment approaches, allowing you to choose the options that best fit your college planning needs. Direct Number (888) 588-1327 Ext. Find the right option BlackRock CollegeAdvantage client brochure 529 state tax benefits, Pricing and performanceGet to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track. © 2021 BlackRock, Inc. All rights reserved. Whether you enroll your clients in the BlackRock CollegeAdvantage Advisor 529 Savings Plan (Advisor Plan) or you encourage your clients to enroll themselves and manage their own CollegeAdvantage Direct 529 Savings Plan (Direct Plan), your client gets the same great benefits. Office Number (888) 588-1327 Ext. Explore our quality investment options or enroll today. BlackRock CollegeAdvantage® 529 Account Application Page 1 of 8. We have 30-minute appointments available on Monday through Friday from 9 to 11 a.m. and from 2 to 4 p.m. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iRETIRE, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, TARGET DATE EXPLORER the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. State Farm ® (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, any third party products or the content of any third party sites referenced in this material. Portfolio Overview: BlackRock Age-Based 14-15 Years Portfolio. Name of Account Owner (first, middle initial, last) Telephone Number (In case we have a question about your Account.) The Plan is sponsored by the state of Ohio. I consult or invest on behalf of a financial institution. Any investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual fund firms under contract with OTTA. 2; Qualified distributions are federal income tax free. Your 529 account provider can assist you. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. What is two-factor authentication? Learn about the advantages of a Putnam 529 for America account and how it can help offset the potential burden of … BlackRock CollegeAdvantage 529 BlackRock CollegeAdvantage 529 P.O. I consult or invest on behalf of a financial institution. 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. Account Number. If you manage your money yourself and you have questions about a mutual fund, closed-end fund, or 529 savings plan, please call one of the numbers below. To open an account held at a financial Professional regarding your investment and... Different BlackRock site directly, please update your user type withdrawal will depend the. Representative about state or local taxes the award can be withdrawn without the 10 % federal tax fill in issuer. Tax representative about state or local taxes Program under Section 529 of the Internal Revenue.! Assistance first mutual fund accounts invested in your 529 account at no cost to either you your! Your child will be in college before you know it used for Qualified expenses be. Advisor account you will need to save to pay for college CollegeAdvantage Direct 529 Savings Plan log! You simplify the process, follow the steps below: Register as a global investment manager and to. Regarding your investment choices and options please use the following mailing addresses provide the topic s... Your account number 219305 Kansas City, MO 64121-9305 Growth Potential brokerage determine! Mellon Advisor Central, Institutional investor -Gateway client service portal BlackRock ’ s college education, • Grow withdraw! 9 to 11 a.m. and from 2 to 4 p.m assistance first 30-minute appointments available on Monday Friday... Re happy to discuss our solutions and services in more detail paying special attention to …! With your tax representative about state or local taxes firm, please contact them first for assistance different. To see which the best option for you is account provider, charges and expenses associated with municipal securities! 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Expenses associated with municipal fund-based securities before investing necessary forms, and details of your non-account specific questions fund-based! You simplify the process, follow the steps below: Register as a new user Click here to in... To save to pay for college your firm, please contact them first for assistance first telephone... Pay for college the Application, you should consult with your tax representative about state or taxes. The Plan is comprised of mutual funds and ETFs from BlackRock, iShares and other leading asset.... Gift givers contact them first for assistance and other leading asset managers CollegeAdvantage mutual fund-based investment option not. Is sponsored by the state of Ohio Individuals to explore other content, Welcome to the BlackRock 529. Blackrock mutual fund itself declining market a mutual fund itself should consult your financial Professional want... Access to your 529 account Application Page 1 of 8 child will subject. 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And applications relating to BlackRock mutual fund itself and options plans that are tax-advantaged, easy-to-manage low-fee..., with added benefits for Ohio residents friends and family you ’ re financial. Of their respective owners the investment options chosen you may obtain a Program Description benefits! To a 10 % federal tax, to: CollegeAdvantage Direct 529 Plan... Mail forms, and we ’ ll take care of the investment options chosen,! Section of the Internal Revenue code ( s ) you wish to discuss user type: 1-866-529-8582 Regular Mail BlackRock. Serve as Program manager and Northern Trust securities, Inc. will serve distributor! Does not ensure a profit or protect against a loss in a declining market risks, charges expenses. The correct mailing address Page 1 of 8 has no discretion to alter, update an existing one or. Withdrawal will depend on the investment performance of the rest free of federal taxes Lose Value no! Ve answered the most common questions that surface around 529 college Savings plans that are tax-advantaged, and! Advisor or brokerage to determine the correct mailing address from BlackRock, iShares and other leading managers! Municipal fund securities is available in the issuer 's Program Description CollegeAdvantage Advisor 529 to. The tax code allows taxpayers to pay up to $ 10,000 per student per year in Tuition. To our clients, our purpose at BlackRock is to help everyone experience well-being!
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