Blackrock 529 Phone Number . The Plan is sponsored by the state of Ohio. 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 … 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. Fill out and submit the necessary forms, and we’ll take care of the rest. 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. 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 . If a student gets a scholarship, the amount of the award can be withdrawn without the 10% federal tax. Growth Potential. 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. BlackRock CollegeAdvantage client brochure. The Program Description should be read carefully before investing. TIPS} Sending the distribution directly to the school to pay college expenses can be advantageous; including serving as documentation for a qualified withdrawal. } 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. The Plan is sponsored by the state of Ohio. You may obtain a Program Description by clicking here or calling 866-529-8582. Blackrock 529 Mailing Address . More information about municipal fund securities is available in the issuer's Program Description. Name of Account Owner (first, middle initial, last) Telephone Number (In case we have a question about your Account.) If you feel your situation requires a personal consultation with an OTTA representative, you may schedule an appointment by calling 1-800-233-6734. If you have a CollegeAdvantage Guaranteed 529 Savings Plan, log in here. Service # : 866-529-8582 Before you begin completing the application, you should consult your Financial Professional regarding your investment choices and options. 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. 2; Qualified distributions are federal income tax free. 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. 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. 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. By Phone: 1-866-529-8582 Regular Mail: BlackRock CollegeAdvantage 529 Plan P.O. We work only for our clients—period. BlackRock CollegeAdvantage 529 BlackRock CollegeAdvantage 529 P.O. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Not FDIC Insured | May Lose Value | No Bank Guarantee. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen. Last Name First Name of Beneficiary M.I. See performance Quarterly performance report Fees and expenses. Portfolio Overview: BlackRock Age-Based 14-15 Years Portfolio. To help you simplify the process, we’ve answered the most common questions that surface around 529 college savings plans. 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. Find answers to all of your non-account specific questions. Box 9783 Providence, RI 02940-9783 Overnight Delivery: BlackRock CollegeAdvantage 529 Plan 4400 Computer Drive Westborough, MA 01588 In addition, you may view … As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. To reach a different BlackRock site directly, please update your user type. Need to open an account, update an existing one, or make a withdrawal? ET. Union Bank & Trust Company will serve as program manager and Northern Trust Securities, Inc. will serve as distributor. If your account is not held at BlackRock, please contact your financial advisor or brokerage to determine the correct mailing address. Investment optionsThe BlackRock CollegeAdvantage 529 Plan offers three distinct investment approaches, allowing you to choose the options that best fit your college planning needs. 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. Box 219305 Kansas City, MO 64121-9305 Download forms and applications relating to BlackRock mutual fund accounts. Determine approximately how much money you need to save to pay for college. BlackRock CollegeAdvantage 529 plan portfolios include mutual funds and ETFs from BlackRock, iShares and other leading asset managers. Get quick access to your individual, investor, or advisor account. Blackrock 529 Fund Options . An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund-based securities before investing. The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. 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. 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. The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. CollegeAdvantage offers 529 savings plans that are tax-advantaged, easy-to-manage and low-fee. 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. Blackrock 529 Application Pdf 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. BlackRock CollegeAdvantage® 529 Account Application Page 1 of 8. 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. All other marks are the property of their respective owners. Explore our quality investment options or enroll today. 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. Blackrock 529 Plans . As of 12/31/2003, this plan is no longer accepting contributions or enrollments. 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. If you’re a financial professional or want to learn more about BlackRock, explore our other sites. As of June 30, 2020, the firm managed approximately $7.32 trillion in assets on behalf of investors worldwide. Office Number (888) 588-1327 Ext. Guaranteed Plan. 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.) 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. Learn about the advantages of a Putnam 529 for America account and how it can help offset the potential burden of … To mail forms, applications or other written correspondence for accounts held directly at BlackRock, please use the following mailing addresses. Our two-factor authentication process is the best way to keep your account and information safe. Note: if your account is held at a financial intermediary, please contact them first for assistance. Look at different plans to see which the best option for you is. Blackrock College Rock Road Blackrock, Co. Dublin T: +353 1 288 8681 F: +353 1 283 4267 info@blackrockcollege.com Note: if you have questions regarding an account held at your firm, please contact your back office for assistance first. What is two-factor authentication? Location Map & Driving Directions: Employee Directory Find e-mail addresses and telephone numbers of Blackrock Benefits employees. Bret Harding. Note: if your account is held at a financial intermediary, please contact them first for assistance. BlackRock Fund Advisors serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. 102: Direct Number … 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. 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 Blackrock Forms And Applications . We’re happy to discuss our solutions and services in more detail. Regular investing does not ensure a profit or protect against a loss in a declining market. 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. P.O. How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan . President. Enter the 9-digit code supplied to you by your 529 account provider. © 2021 BlackRock, Inc. All rights reserved. Fill in the names and email addresses of the friends and family you’d like to invite make a gift contribution. Read our helpful withdrawal guide when you plan to put the money invested in your 529 plan to good use. Complete each section of the New Account Application, paying special attention to the … 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. 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. Gifts are transferred to your 529 account at no cost to either you or your gift givers. Pdf Portfolio Overview: BlackRock CollegeAdvantage 529 BlackRock CollegeAdvantage Advisor 529 Plan is sponsored by the state Ohio... Update, or control the content on the third party sites at,... 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