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How do I fill this out?
Begin by consulting your financial professional regarding investment options. Complete each required section of the application accurately to avoid delays. Ensure all necessary documentation is attached before submission.
How to fill out the BlackRock CollegeAdvantage 529 Plan Application?
1
Consult a financial professional for guidance.
2
Complete the required sections of the application.
3
Attach any necessary documents, including a bank statement or voided check.
4
Double-check for any missing information.
5
Submit the application to BlackRock via mail or fax.
Who needs the BlackRock CollegeAdvantage 529 Plan Application?
1
Parents who want to open a college savings account for their children.
2
Guardians managing funds for a beneficiary's education.
3
Trustees responsible for educational funds under a trust.
4
Foundations seeking to establish a 529 Plan account.
5
Employees participating in a company-sponsored 529 Plan.
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Download the updated PDF for submission.
What are the instructions for submitting this form?
Mail your completed application along with any required documents to BlackRock 529, PO Box 534433, Pittsburgh PA 15253-4433. For fax submissions, use 833-778-3739. You can also reach our customer service at 1-866-529-8582 for further assistance.
What are the important dates for this form in 2024 and 2025?
Important dates for the 529 Plan account submissions are typically aligned with tax years. Ensure submissions are made before the cut-off dates for tax benefits. Review specific deadlines during tax planning season.
What is the purpose of this form?
The purpose of this form is to facilitate the enrollment process in the BlackRock CollegeAdvantage 529 Savings Plan. It enables parents, guardians, and trustees to open and manage college savings accounts effectively. By completing this application, users can invest in a structured savings plan designed for educational expenses.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner Information: Details about the person opening the account, including authority and responsibilities.
- 2. Investment Dealer Information: Information on the financial professional assisting with the application.
- 3. Contribution Details: How contributions will be made, including one-time or recurring payments.
- 4. Beneficiary Information: Information about the individual who will benefit from the account.
- 5. Successor Owner: Details for a successor in case the account owner becomes incapacitated.
What happens if I fail to submit this form?
Failure to submit the application correctly may result in delays or rejection.
- Incomplete Information: Missing required fields could hinder the processing of your application.
- Incorrect Documentation: Submitting incorrect documents may lead to a denial of your application.
- Payment Issues: Failure to include the initial investment payment can prevent account opening.
How do I know when to use this form?
- 1. New Enrollment: To open a new 529 savings account for future educational expenses.
- 2. Change of Owner or Beneficiary: To modify current account details, such as ownership or beneficiary assignments.
- 3. Investment Allocation Adjustments: To alter the investment strategies or options associated with existing accounts.
Frequently Asked Questions
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What should I do if the form doesn't process?
Ensure all required fields are completed and re-submit your application.
Can I save the edited PDF?
You can download the edited PDF, which allows you to keep a copy for your records.
What is included in the application?
The application includes sections on account owner information, beneficiary details, and investment options.
Who is eligible to complete the application?
Parents, legal guardians, and trustees can all complete this application.
How can I check the status of my application?
Contact BlackRock customer service for inquiries regarding application status.
What do I need to attach with the application?
You may need to include a bank statement or voided check, along with other required documents.
Is there a minimum investment requirement?
Yes, the minimum initial investment is typically $25.
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