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O. Box 9783 Providence RI 02940 Overnight Mail 4400 Computer Drive Westborough MA 01581 How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan Before you begin completing the application you should have read through our Enrollment Kit including the Frequently Asked Questions portion. If you have additional questions please consult your Financial Advisor. New Account Application BlackRock CollegeAdvantage 529 Plan Mail this form along with any required documents to Regular Mail P....
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How to fill out blackrock collegeadvantage ma form

How to fill out the BlackRock CollegeAdvantage MA form:
01
Start by downloading the BlackRock CollegeAdvantage MA form from their official website or obtain a physical copy from your educational institution or financial advisor.
02
Carefully read the instructions provided on the form to understand the requirements and any specific details you need to be aware of.
03
Begin by filling out the personal information section, which typically includes your name, address, social security number, date of birth, and contact information. Ensure that you provide accurate and up-to-date information.
04
Proceed to provide information about the student, such as their name, date of birth, and Social Security number. Make sure to double-check these details for accuracy as well.
05
If you are designating a beneficiary for the CollegeAdvantage MA account, provide their name, date of birth, and Social Security number.
06
Select the investment option that best suits your needs and risk tolerance. BlackRock CollegeAdvantage MA offers a variety of investment portfolios, so review the options and make an informed decision.
07
Determine the contribution amount you wish to make to the account and indicate the frequency of your contributions (i.e., monthly, quarterly, or annually).
08
If you plan to set up recurring contributions through automatic withdrawals, provide the necessary bank account information for direct deposit.
09
Carefully review all the information you have provided on the form to ensure accuracy and completeness.
10
Sign and date the form, indicating your consent and agreement to the terms and conditions of the BlackRock CollegeAdvantage MA program.
Who needs the BlackRock CollegeAdvantage MA form?
01
Parents or guardians of college-bound students who are looking to save money for their education.
02
Students who want to take a proactive approach to finance their college education.
03
Financial advisors who are assisting clients with college savings strategies.
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What is blackrock collegeadvantage ma form?
The Blackrock CollegeAdvantage MA Form is a document used to report financial information related to college savings accounts.
Who is required to file blackrock collegeadvantage ma form?
Anyone who has a college savings account managed by Blackrock is required to file the CollegeAdvantage MA Form.
How to fill out blackrock collegeadvantage ma form?
The form can be filled out online or downloaded from the Blackrock website and submitted by mail.
What is the purpose of blackrock collegeadvantage ma form?
The purpose of the form is to provide accurate financial information for college savings accounts managed by Blackrock.
What information must be reported on blackrock collegeadvantage ma form?
The form requires reporting of account holder information, account balances, contributions, withdrawals, earnings, and any changes in the account.
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