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  • Change Of Registration Form Blackrock Collegeadvantage 529 Plan

Get Change Of Registration Form Blackrock Collegeadvantage 529 Plan

Change of Registration Form BlackRock CollegeAdvantage 529 Plan Use this form to make changes to the Account Owner, Successor Owner, or Beneficiary on your existing BlackRock CollegeAdvantage 529.

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529 plans are designed to help save for the future education costs of a single beneficiary. However, the 529 plan account owner may change the beneficiary to a qualifying family member of the current beneficiary at any time without tax consequences by completing a form on the 529 plan's website.

Special Rollover: Changing Ownership The IRS allows one tax-free account owner rollover per 12-month period for 529 plans with the same beneficiary. However, while no income taxes would be due, you may need to file a gift tax return depending on your situation.

Many states allow you to change ownership of a 529 plan without requirements about the relationship between the former owner and the new owner. However, other states only allow a change of ownership if the original owner dies or in special circumstances like divorce.

Call us at 1-800-441-7762, Monday through Friday between 8:00 AM and 6:00 PM ET or visit us online at .blackrock.com. Please sign with both your old name and your new name. The signature for your old name only must be verified by notary seal, a Medallion Signature Guarantee stamp or a Signature Verification Stamp.

After all, a contribution to a 529 plan is considered a gift from the donor to the beneficiary, even if the donor is also the account owner. So, if you open a 529 account for your child and contribute money, you're gifting that money to your child.

If the new account owner is not a sibling of the current account owner, the change will be considered a non-qualified withdrawal, any account earnings may be subject to federal and state taxes and a federal penalty and the contribution into the new account will be subject to the annual account contribution limit ( ...

Call us at 866-529-8582, Monday through Friday between 8:00AM and 6:00PM ET or visit us online at blackrock.com/collegeadvantage. If the residential address listed on the account will be different from the current address, please provide it here.

You are allowed to rollover a 529 plan to a family member of the beneficiary. There is no restriction on the number of times this can occur per twelve month period. The rollover must occur within 60 days of the distribution for the distribution to not be considered a taxable distribution.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232