Blackrock 529 forms 2025

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The document is a Withdrawal Request Form for the BlackRock CollegeAdvantage 529 Plan, which allows account owners to request withdrawals from their accounts. It outlines the necessary information required for the withdrawal, including account details, reasons for withdrawal (qualified or non-qualified), and distribution preferences. The form also emphasizes the potential tax consequences of withdrawals and advises consulting a tax advisor. Additionally, it provides instructions for submitting the form and tips for ensuring successful processing of withdrawal requests.

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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 2025

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The easiest way to edit Blackrock 529 forms in PDF format online

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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?

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What is the downside of a 529 plan?

What happens to 529 if kids dont go to college?

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