BLK CollegeAdvantage 529 Account Servicing. For individual investors. An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund-based securities before investing. Enter the 9-digit code supplied to you by your 529 account provider. 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 mail forms, applications or other written correspondence for accounts held directly at BlackRock, please use the following mailing addresses. 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. Guaranteed Plan. BlackRock CollegeAdvantage 529 plan is comprised of mutual funds and ETFs from BlackRock, iShares and other leading asset managers. If you’re a financial professional or want to learn more about BlackRock, explore our other sites. You should consult with your tax representative about state or local taxes. To complete the self-registration process, follow the steps below: Register as a new user Click here to log in. Statement and general account information, Financial Professional – BNY Mellon Advisor Central, Institutional investor -Gateway client service portal. I consult or invest on behalf of a financial institution. If a student gets a scholarship, the amount of the award can be withdrawn without the 10% federal tax. More information about municipal fund securities is available in the issuer's Program Description. BlackRock CollegeAdvantage client brochure. Before you begin completing the application, you should consult your Financial Professional regarding your investment choices and options. Direct Number (888) 588-1327 Ext. 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. Name of Account Owner (first, middle initial, last) Telephone Number (In case we have a question about your Account.) If your account is not held at BlackRock, please contact your financial advisor or brokerage to determine the correct mailing address. See performance Quarterly performance report Fees and expenses. We have 30-minute appointments available on Monday through Friday from 9 to 11 a.m. and from 2 to 4 p.m. Download forms and applications relating to BlackRock mutual fund accounts. The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. The Plan is sponsored by the state of Ohio. Location Map & Driving Directions: Employee Directory Find e-mail addresses and telephone numbers of Blackrock Benefits employees. Note: if your account is held at a financial intermediary, please contact them first for assistance. 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. 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. Check with the school BlackRock CollegeAdvantage® 529 Account Application Page 1 of 8. Blackrock 529 Plans . Box 219305 Kansas City, MO 64121-9305 What is two-factor authentication? 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.) Blackrock 529 Fund Options . 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. Your individual, investor, or Advisor account tax representative about state or local taxes MO. In college before you begin completing the Application, you should consult your financial Professional or to. Actually available for withdrawal will depend on the investment objectives, risks, charges and expenses associated with fund-based. 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