Return this form and any other required documents to: CollegeAdvantage Direct 529 Savings Plan P.O. See performance Quarterly performance report Fees and expenses. 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. Last Name First Name of Beneficiary M.I. 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. Enter the 9-digit code supplied to you by your 529 account provider. 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. 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. As of 12/31/2003, this plan is no longer accepting contributions or enrollments. 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. As of June 30, 2020, the firm managed approximately $7.32 trillion in assets on behalf of investors worldwide. BlackRock CollegeAdvantage client brochure. Account Number. What is two-factor authentication? Blackrock College Rock Road Blackrock, Co. Dublin T: +353 1 288 8681 F: +353 1 283 4267 info@blackrockcollege.com Gifts are transferred to your 529 account at no cost to either you or your gift givers. © 2021 BlackRock, Inc. All rights reserved. Office Number (888) 588-1327 Ext. 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. 102: Direct Number … Bret Harding. Blackrock Ohio 529 Plan . Location Map & Driving Directions: Employee Directory Find e-mail addresses and telephone numbers of Blackrock Benefits employees. Note that your 9-digit code differs from your account number. 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. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen. Statement and general account information, Financial Professional – BNY Mellon Advisor Central, Institutional investor -Gateway client service portal. Blackrock Forms And Applications . 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. Check with the school Vice President of Sales. Get quick access to your individual, investor, or advisor account. 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 BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. 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. If your account is not held at BlackRock, please contact your financial advisor or brokerage to determine the correct mailing address. How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan . To mail forms, applications or other written correspondence for accounts held directly at BlackRock, please use the following mailing addresses. Direct Number (888) 588-1327 Ext. Money not used for qualified expenses will be subject to a 10% federal tax. To reach a different BlackRock site directly, please update your user type. 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. CollegeAdvantage offers 529 savings plans that are tax-advantaged, easy-to-manage and low-fee. 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. 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. Regular investing does not ensure a profit or protect against a loss in a declining market. • Saving for a student’s college education, • Grow and withdraw assets free of federal taxes. Note: if your account is held at a financial intermediary, please contact them first for assistance. Union Bank & Trust Company will serve as program manager and Northern Trust Securities, Inc. will serve as distributor. 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. Service # : 866-529-8582 Complete each section of the New Account Application, paying special attention to the … As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. The Plan is sponsored by the state of Ohio. Guaranteed Plan. 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. 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. Blackrock 529 Fund Options . Determine approximately how much money you need to save to pay for college. 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