Get Blackrock 529 Forms

Navigating the Blackrock 529 Forms can be a straightforward process with the right guidance. This comprehensive guide will walk you through each section of the Withdrawal Request Form, ensuring you understand every step necessary for a smooth submission.

Follow the steps to complete the Withdrawal Request Form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the document editor.
2. In Section 1, fill in the account information. Include the first name, middle initial, and last name of both the account owner (or guardian) and the beneficiary. Enter the social security number of the account owner and the BlackRock CollegeAdvantage account number. Additionally, include a contact telephone number.
3. Move to Section 2, titled 'Withdrawal Information.' Indicate the reason for the withdrawal by selecting the appropriate checkbox. Choose from options such as funds for qualified higher education expenses or a rollover to another 529 plan.
4. If applicable, provide the name and address of the educational institution. Specify the amount you wish to withdraw from each investment option, ensuring the total equals 100%. Check whether you want a one-time withdrawal or set up a systematic withdrawal plan, specifying the frequency.
5. In Section 3, choose how you want to receive the distribution. Options include sending the funds directly to the educational institution, another 529 Qualified Tuition Program, or directly to the account owner or beneficiary. Fill in the necessary address and banking information as required.
6. Complete Section 4 by signing and dating the form. Ensure to print the first name of the account owner or guardian followed by their signature. A Medallion Signature Guarantee stamp is needed if certain conditions apply, such as sending funds to a new address.
7. Once all sections are completed, review the form for accuracy. Save your changes, download, print, or share the form as needed before submitting it via regular or overnight mail to the addresses provided.

Start filling out your Blackrock 529 Forms online today to ensure a successful withdrawal process.