COLLEGEADVANTAGE DIRECT PLAN FORMS

Everything you need to manage your account.

Select the desired form below by clicking on its name. The forms are fill-able PDFs, and can be typed in or handwritten. When you complete a form, you must print it out, sign it by hand where appropriate, and mail it in. (To open and print these forms, you will need Adobe Acrobat Reader software. You can download it for free, here: www.adobe.com.) The forms and materials available on this page are for CollegeAdvantage Direct Plan Account Owners only.

Customers who opened a CollegeAdvantage account through a financial advisor and have a CollegeAdvantage Advisor Plan, offered by BlackRock, should contact their financial advisors for the appropriate forms or materials.

If you need forms for the CollegeAdvantage Guaranteed Plan, click here.

PLEASE NOTE: Beginning March 17, 2014 we will no longer be able to accept old versions of forms (forms you may have saved for future use or downloaded prior to November 4, 2013). If you send us an old form, we will send you the correct form and ask you to complete it and resubmit it before we will process your request. This will delay your transaction. 

OFFERING STATEMENT AND PARTICIPATION AGREEMENT for the CollegeAdvantage Direct 529 Savings Plan: Before opening an account, please read the CollegeAdvantage Direct 529 Savings Plan Offering Statement and Participation Agreement. You should consult your financial, tax, or other advisor to learn more about state-based tax benefits for your specific circumstances and to understand and consider the terms of this Offering Statement.

Direct Plan Forms

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