Get Change Of Registration Form Blackrock Collegeadvantage 529 Plan

Filling out the Change Of Registration Form for the BlackRock CollegeAdvantage 529 Plan can seem daunting, but with clear instructions, it becomes manageable. This guide provides step-by-step support to help users accurately complete the form online.

Follow the steps to complete the Change Of Registration Form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, provide the Account Owner's information, including first name, middle initial, last name, taxpayer identification number, and date of birth. Also include the Beneficiary's information in the same format.
3. Proceed to Section 2, where you will notify of any account registration changes. Make necessary updates for name changes, successor owners, beneficiary changes, or re-registering as a trust/scholarship if applicable.
4. For a name change, check the appropriate box and fill in the former and new names. Make sure to have a medallion guarantee if required.
5. When updating the Successor Owner, enter their details along with their social security number and any change of address if applicable.
6. To change the designated Beneficiary, fill in their information and indicate whether it is a full transfer or a partial transfer.
7. If changing the Account Owner, complete that section, providing the new owner's details and ensuring a medallion guarantee is included if necessary.
8. In Section 3, sign and date the application, certifying that the provided information is correct and meets all requirements.
9. Once all sections are completed, save the changes, download a copy of the form, print it, or share it as needed before submitting it to the appropriate address.

Complete your Change Of Registration Form online today to ensure your BlackRock CollegeAdvantage 529 Plan is up to date.