Get New Account Application Merrill Lynch

Filling out the New Account Application for the BlackRock CollegeAdvantage 529 Plan is a crucial step towards supporting educational savings. This guide provides clear, step-by-step instructions tailored to assist users of all experience levels in completing the online form efficiently.

Follow the steps to complete your enrollment application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor. This access will allow you to start the process of enrolling in the BlackRock CollegeAdvantage 529 Plan.
2. Begin by providing Account Owner information. This includes filling out all required fields: name, address, date of birth, and Social Security number. Ensure that this section is completely filled, as incomplete forms may delay processing.
3. Next, provide information about the Beneficiary of the account. Complete each required field for up to four Beneficiaries as needed and indicate if they share the same investment instructions.
4. Your Merrill Lynch Financial Advisor will need to complete the ‘Investment Dealer’ section with their details. This is required for account establishment.
5. In Section 4, specify how you intend to fund the account. Include your bank information for subsequent contributions and indicate if you wish to set up an Automatic Investment Plan.
6. Review reduced sales charges options, including Rights of Accumulation and Letter of Intent. Fill in the necessary information if applicable.
7. The final step is to provide your signature in the designated area to certify that all information is correct. Carefully read through the terms before signing to ensure understanding of the commitments.
8. After completing the form, you have the option to save changes, download it, print it, or share it as necessary for further processing.

Complete your New Account Application online to start your educational savings journey today.