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