Transfer Ohio BlackRock to CollegeAdvantage 529
Go to the CollegeAdvantage website and follow the instructions to open a new account for your children: Click Here.
You should have all the information you need to open you account except for investment selection:
I suggest you just choose the “Vanguard Moderate Growth Index Portfolio” until we have time to get together and I am able to give you individualized investment advice based on your specific circumstances.
You may read their Offering Statement for more information if you like.
Now you will need to transfer your funds from your old BlackRock 529 to your new CollegeAdvantage direct plan. Click here to fill out the partially pre-filled form.
1) Enter your childrens’ information and account numbers.
When you print tell your printer to only print the document without mark-ups so my instructions will disappear from the final version.
2) Gather a copy of your last statement or login to your BlackRock account to download one.
3) Take the form(s) and your statement(s) to your bank or credit union to have it signature guaranteed.
Make sure you call ahead to make sure your particular branch can signature guarantee and that the applicable manager will be in when you plan to visit the branch so you don’t waste your time.
4) Make a copy of the completed forms for your records and mail the original(s) to BlackRock:
BlackRock CollegeAdvantage 529
P.O. Box 9783
Providence, RI 02940
About two weeks later check your account to make sure that your BlackRock Funds actually rolled over into your new account. If not, call BlackRock to find out is there was a problem: (866) 529-8582.