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Blackrock 529 withdrawal form

Blackrock 529 withdrawal form 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 529 accounts for educational expenses. It outlines the necessary information required for the withdrawal, including account details, reasons for withdrawal, and distribution preferences. The form also highlights potential tax implications and advises consulting a tax advisor. Additional instructions are provided for submitting the form and ensuring proper documentation is included.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to get money out of BlackRock?

You may request to withdraw some or all of your BlackRock fund investments at any time, while that fund is liquid by providing a redemption notice in writing (either by fax or post) to BlackRock in a form approved by BlackRock.

How do I withdraw money from my BlackRock 529 plan?

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 contact BlackRock College Advantage 529?

You may obtain a program description by visiting .BlackRock.co m/CollegeAdvantage, calling 866-529-8582, or by contacting your financial advisor.

How do I get in touch with BlackRock?

You can find there phone +1 800-882-0052 and email contact.us@blackrock.com for the most efficient customer support.

How do I withdraw 529 contributions?

In most cases, its easy to request a withdrawal. You can call your plan administrator, make a request online, or submit a withdrawal request form. The plan can send withdrawals by check to the account owner, the beneficiary, or the school.

How do I contact BlackRock 529?

Questions? 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).

Who is the transfer agent for BlackRock funds?

Contact Information: To make purchases or redemptions or if you have questions regarding the Funds, please contact the Transfer Agent, State Street Bank and Trust Company: Trading phone: 888-204-3956.

Blackrock 529 withdrawal form 2025

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