Blackrock 529 forms 2026

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The document is a Withdrawal Request Form for the BlackRock CollegeAdvantage 529 Plan, detailing the process for account owners to request withdrawals from their accounts. It outlines the types of withdrawals (qualified and non-qualified), necessary information required for processing, potential tax implications, and instructions for submitting the form via mail or online. Additionally, it provides tips for ensuring successful withdrawals and answers frequently asked questions regarding the withdrawal process.

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Click ‘Get Form’ to open the BlackRock 529 Withdrawal Request Form in the editor.
Begin with Section 1: Account Information. Fill in your first name, middle initial, last name, and Social Security Number. Also, provide the beneficiary's details and your BlackRock CollegeAdvantage account number.
Move to Section 2: Withdrawal Information. Select the reason for withdrawal by checking one of the options provided. Specify the amount you wish to withdraw from each investment option.
In Section 3: Distribution Information, indicate where you want the funds sent. Choose between sending directly to an educational institution, another qualified tuition program, or your bank account.
Finally, complete Section 4: Signature and Authorization. Print your name, sign, and date the form. Ensure any required documentation is attached before submission.

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How does a 529 work?

If the beneficiary of a 529 account doesnt go to college, you canchange the beneficiary or take a non-qualified withdrawal. If you take a non-qualified withdrawal, you will incur income tax as well as a 10% penalty tax on the earnings portionof the account.

What are 529 forms?

A 529 college savings plan is a state-sponsored investment plan that enables you to save money for a beneficiary and pay for education expenses. You can withdraw funds tax-free to cover nearly any type of college expense.

How do I pay my tuition with BlackRock 529?

You can withdraw funds by signing into our Active Investor Portal under Mutual Fund 529 Accounts at .blackrock.com/529. The portal allows withdrawals payable directly to your college/university or to the Account Owner or Beneficiary with proceeds sent by check or to your bank information on file.

How do I open a BlackRock 529 account?

Call us at 1-866-529-8582, Monday through Friday between 8:00 AM and 6:00 PM ET or visit us online at .blackrock.com/collegeadvantage. Please complete this section about the type of account you wish to open, and provide information on anyone that will be listed on your BlackRock account(s).

How to contribute to BlackRock 529?

Call 866-529-8582 Monday through Friday 8:00AM - 6:00PM ET or online at blackrock.com/collegeadvantage. Please complete include this slip along with your check (payable to BlackRock 529) to contribute to your 529.

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What is the downside of a 529 plan?

The account owner of a 529 plan holds all of the legal power. They can change the beneficiary or liquidate the account (with penalty) at any time. This could be a disadvantage if the owner of your or your childs 529 plan has a change of heart about where to direct their investment.

What happens to 529 if kids dont go to college?

Beneficiary receives 1099-Q However, the account owner (such as a parent) will receive the 1099-Q instead if the distributions from a 529 plan arent made directly to the beneficiary or to an educational institution for the benefit of the beneficiary.

Blackrock 529 forms 2026

Here's how it works

How to use or fill out BlackRock 529 forms with our platform

Complete this form in 5 minutes or less

Got questions?

How does a 529 work?

What are 529 forms?

How do I pay my tuition with BlackRock 529?

How do I open a BlackRock 529 account?

How to contribute to BlackRock 529?

Security and compliance

Complete this form in 5 minutes or less

People also ask

What is the downside of a 529 plan?

What happens to 529 if kids dont go to college?

blackrock 529 phone number

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