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. Box 9783 Providence, RI 02940-9783 Overnight Delivery: BlackRock CollegeAdvantage 529 Plan 4400 Computer Drive Westborough, MA 01588 In addition, you may view … Download forms and applications relating to BlackRock mutual fund accounts. ET. Get quick access to your individual, investor, or advisor account. Box 219305 Kansas City, MO 64121-9305 Return this form and any other required documents to: CollegeAdvantage Direct 529 Savings Plan P.O. Name of Account Owner (first, middle initial, last) Telephone Number (In case we have a question about your Account.) Account Number. BlackRock CollegeAdvantage 529 plan is comprised of mutual funds and ETFs from BlackRock, iShares and other leading asset managers. Complete each section of the New Account Application, paying special attention to the … 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. The Plan is sponsored by the state of Ohio. You will need to provide the topic (s) you wish to discuss. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. … How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan . As of 12/31/2003, this plan is no longer accepting contributions or enrollments. Blackrock 529 Application Pdf In this booklet The BlackRock CollegeAdvantage 529 Plan Highlights Table of Contents for the Program Description Program Description — a detailed explanation of the Blackrock Ohio 529 Plan . We have 30-minute appointments available on Monday through Friday from 9 to 11 a.m. and from 2 to 4 p.m. Guaranteed Plan. 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. 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, 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. Vice President of Sales. 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. Note: if you have questions regarding an account held at your firm, please contact your back office for assistance first. BlackRock CollegeAdvantage 529 BlackRock CollegeAdvantage 529 P.O. Just pay ordinary income tax on the earnings. It also has tax advantages for multiple states, with added benefits for Ohio residents. Growth Potential. To mail forms, applications or other written correspondence for accounts held directly at BlackRock, please use the following mailing addresses. Blackrock 529 Mailing Address . 102: Direct Number … 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. 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. If a student gets a scholarship, the amount of the award can be withdrawn without the 10% federal tax. 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. So let’s start saving. Location Map & Driving Directions: Employee Directory Find e-mail addresses and telephone numbers of Blackrock Benefits employees. 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. Bret Harding. Blackrock Collegeadvantage 529. Learn about the advantages of a Putnam 529 for America account and how it can help offset the potential burden of … Blackrock Forms And Applications . 2; Qualified distributions are federal income tax free. 3 529 College Savings Quarterly Fee Analysis, ISS Market Intelligence, 4Q 2019. Service # : 866-529-8582 101: Direct Number (801) 372-2647: Fax Number (888) 661-0766: Download vCard: MacKenzie Boyce. We work only for our clients—period. 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. Check with the school You may obtain a Program Description by clicking here or calling 866-529-8582. All other marks are the property of their respective owners. More information about municipal fund securities is available in the issuer's Program Description. Gifts are transferred to your 529 account at no cost to either you or your gift givers. Blackrock 529 Fund Options . New Account Application . The Program Description should be read carefully before investing. Fill in the names and email addresses of the friends and family you’d like to invite make a gift contribution. 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. Blackrock 529 Phone Number . As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. By Phone: 1-866-529-8582 Regular Mail: BlackRock CollegeAdvantage 529 Plan P.O. Your child will be in college before you know it. Union Bank & Trust Company will serve as program manager and Northern Trust Securities, Inc. will serve as distributor. 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 . Information about the BlackRock CollegeAdvantage Advisor 529 Plan is available from BlackRock. The plan also has tax advantages for multiple states, with added benefits for Ohio residents. Read our helpful withdrawal guide when you plan to put the money invested in your 529 plan to good use. The tax code allows taxpayers to pay up to $10,000 per student per year in K–12 tuition. • Saving for a student’s college education, • Grow and withdraw assets free of federal taxes. To reach a different BlackRock site directly, please update your user type. 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. Determine approximately how much money you need to save to pay for college. The Plan is sponsored by the state of Ohio. Note: if your account is held at a financial intermediary, please contact them first for assistance. BlackRock CollegeAdvantage® 529 Account Application Page 1 of 8. If your account is not held at BlackRock, please contact your financial advisor or brokerage to determine the correct mailing address. © 2021 BlackRock, Inc. All rights reserved. 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. To complete the self-registration process, follow the steps below: Register as a new user Click here to log in. I consult or invest on behalf of a financial institution. BLK CollegeAdvantage 529 Account Servicing. Not FDIC Insured | May Lose Value | No Bank Guarantee. Enter the 9-digit code supplied to you by your 529 account provider. 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. BlackRock Fund Advisors serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. You should consult with your tax representative about state or local taxes. Look at different plans to see which the best option for you is. The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. 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 CollegeAdvantage 529 plan portfolios include mutual funds and ETFs from BlackRock, iShares and other leading asset managers. State Farm has no discretion to alter, update, or control the content on the third party sites. BlackRock’s purpose is to help more and more people experience financial well-being. 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 CollegeAdvantage client brochure. See performance Quarterly performance report Fees and expenses. CollegeAdvantage offers 529 savings plans that are tax-advantaged, easy-to-manage and low-fee. Note that your 9-digit code differs from your account number. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen. 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. Investment optionsThe BlackRock CollegeAdvantage 529 Plan offers three distinct investment approaches, allowing you to choose the options that best fit your college planning needs. 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. Note: if your account is held at a financial intermediary, please contact them first for assistance. 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. Find answers to all of your non-account specific questions. Our two-factor authentication process is the best way to keep your account and information safe. 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. If you’re a financial professional or want to learn more about BlackRock, explore our other sites. Office Number (888) 588-1327 Ext. Fill out and submit the necessary forms, and we’ll take care of the rest. What is two-factor authentication? Last Name First Name of Beneficiary M.I. 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. To help you simplify the process, we’ve answered the most common questions that surface around 529 college savings plans. Send your application, along with any other required documents, to: Looking for something else? 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. © 2021 BlackRock, Inc. All rights reserved. Money not used for qualified expenses will be subject to a 10% federal tax. 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 make sure your request makes it to the right team, be sure to provide your full name, phone number, and details of your request. 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. 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. Direct Number (888) 588-1327 Ext. © 2021 BlackRock, Inc. All rights reserved. Blackrock 529 Plans . P.O. 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. We’re happy to discuss our solutions and services in more detail. BlackRock CollegeAdvantage 529 access BlackRock ... phone number, and details of your request. Statement and general account information, Financial Professional – BNY Mellon Advisor Central, Institutional investor -Gateway client service portal. 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. Explore our quality investment options or enroll today. I consult or invest on behalf of a financial institution. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. If you have a CollegeAdvantage Guaranteed 529 Savings Plan, log in here. An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund-based securities before investing. Before you begin completing the application, you should consult your Financial Professional regarding your investment choices and options. Need to open an account, update an existing one, or make a withdrawal? For individual investors. 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. Your 529 account provider can assist you. Blackrock College Rock Road Blackrock, Co. Dublin T: +353 1 288 8681 F: +353 1 283 4267 info@blackrockcollege.com 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. President. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct investment in a mutual fund itself. TIPS} Sending the distribution directly to the school to pay college expenses can be advantageous; including serving as documentation for a qualified withdrawal. } 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. Portfolio Overview: BlackRock Age-Based 14-15 Years Portfolio. Regular investing does not ensure a profit or protect against a loss in a declining market. 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 feel your situation requires a personal consultation with an OTTA representative, you may schedule an appointment by calling 1-800-233-6734. 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. As of June 30, 2020, the firm managed approximately $7.32 trillion in assets on behalf of investors worldwide. Our two-factor authentication process is the best option for you is and you... To BlackRock mutual fund accounts family you ’ d like to invite a... Declining market 's Program Description determine the correct mailing address per year in Tuition. 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