Investment Option Reallocation Form BlackRock CollegeAdvantage

Investment Option Reallocation Form
BlackRock CollegeAdvantage 529 Plan
Use this form to reallocate current assets from existing BlackRock CollegeAdvantage Investment Options to any available BlackRock CollegeAdvantage
Investment Options for the same Beneficiary. Please allow up to 10 days after receipt of this form for the transfer to occur. Only the Account
Owner is authorized to reallocate assets. Reallocations for the same Beneficiary are limited per calendar year. See the Program Description and
Participation Agreement for details.
Mail your completed and signed application, along with any other required documents, to:
Regular mail
BlackRock CollegeAdvantage 529
P.O. Box 9783
Providence, RI 02940
Overnight mail
BlackRock CollegeAdvantage 529
4400 Computer Dr.
Westborough, MA 01581
Section 1: Account Information (Required)
First Name of Account Owner, Custodian, Guardian or Trustee
M.I.
Last Name
First Name of Beneficiary
M.I.
Last Name of Beneficiary
Federal Tax Identification or Social Security Number
Date of Birth (month/day/year)
BlackRock CollegeAdvantage Account Number
Contact Telephone Number
Section 2: Account Options (Optional)
If you have existing Bank Instructions and/or an Automatic Investment Plan and you wish to copy the option to the new allocation, please complete
the section below. Please note, if you fund the Account via Payroll Deduction, you will need to complete a new Payroll Deduction Form to direct
contributions into the new allocation.
c I wish to continue the Automatic Investment Plan (AIP) on the original Option as it is currently on file.
c I wish to move the Automatic Investment Plan (AIP) from the original Option to the new Option(s) selected in the following section.
c I wish to stop the Automatic Investment Plan (AIP).
c Please copy any Bank Instructions from the current Option to any new Options selected.
Please note: Any modifications to an Automatic Investment Plan not mentioned above will require a separate written request to complete.
Questions?
Call 866-529-8582 | Visit www.blackrock.com/collegeadvantage
Section 3: Reallocation Instructions
In the “Reallocate funds FROM” section, please indicate the Investment Option with the corresponding dollar amount and/or percent from which
you are reallocating assets. If you are reallocating from a CD, you must also include the certificate number. In the “Reallocate funds TO” section,
please indicate the Investment Option with the corresponding dollar amount and/or percent to which you are reallocating assets. You may
reallocate from up to three Investment Options using this form (if you wish to reallocate more than three Options, you may make a copy of
this section and submit it along with the completed form).
Please refer to the Investment Options Selection Guide for a list of available Investment Options.
Reallocation # 1
Investment Option
Dollar Amount
Liquidation
A. Reallocate funds FROM the following Option:
$
.
or
ccc%
c 100% Liquidation
B. Reallocate funds TO the following Option:
$
.
or
ccc%
$
.
or
ccc%
$
.
or
ccc%
$
.
or
ccc%
Total $
. =100%
Reallocation # 2
Investment Option
Dollar Amount
Liquidation
A. Reallocate funds FROM the following Option:
$
.
or
ccc%
c 100% Liquidation
B. Reallocate funds TO the following Option:
$
.
or
ccc%
$
.
or
ccc%
$
.
or
ccc%
$
.
or
ccc%
Total $
. =100%
Reallocation # 3
Investment Option
Dollar Amount
Liquidation
A. Reallocate funds FROM the following Option:
$
.
or
ccc%
c 100% Liquidation
B. Reallocate funds TO the following Option:
$
.
or
ccc%
$
.
or
ccc%
$
.
or
ccc%
$
.
or
ccc%
Total $
. =100%
Automatic Reallocation
You may also elect to systematically reallocate your investment options, by taking a set dollar amount from one Investment Allocation and
exchanging into up to four other Investment Options on a monthly, quarterly, semi-annual or annual basis.
c Monthly
c Quarterly
c Semiannually
I would like my Reallocation to occur on the
c Annually
of the month (for monthly, quarterly, semiannually & annually), beginning: Investment Option
Month
Dollar Amount (minimum $25)
A. Reallocate funds FROM the following Option:
$
.
$
.
$
.
$
.
$
.
B. Reallocate funds TO the following Option:
Total $
. =100%
Day
.
Section 4: Signature and Authorization
I authorize the reallocation of funds from my current BlackRock CollegeAdvantage Investment Option(s) to the Investment Option(s) indicated in
Section 3. I understand that reallocating funds among Investment Options for my BlackRock CollegeAdvantage account can only be requested
once per calendar year. I certify that I have not requested a reallocation of funds in this account at any prior time during the current calendar year.
I certify that the information contained herein is true and correct. I, the Successor Owner (if any) and my Beneficiary are US Citizens or resident aliens.
The Ohio Tuition Trust Authority (Tuition Trust) is authorized to recognize only my signature below for the withdrawal of funds or transactions of
any other business regarding this account until written notice to the contrary is received by the Tuition Trust. If participating in electronic fund
transfers (EFT), my signature below authorizes the Tuition Trust to initiate the debit entries to my bank account indicated above, and the bank
indicated above to debit the same account. I authorize the Tuition Trust to make a follow-up attempt in retrieving those monies which are denied
due to insufficient funds. I agree to indemnify and hold harmless my bank, the Tuition Trust, BlackRock, and/or the state of Ohio for any loss,
liability or expense incurred from acting on these instructions. I also reserve the right to revoke this authorization by written notification to the
Tuition Trust, with reasonable time given to implement my request.
BY SIGNING BELOW, I AM AGREEING TO THE TERMS OF THE PROGRAM DESCRIPTION AND PARTICIPATION AGREEMENT DATED MARCH 4,
2013 OR LATER, AND THE TERMS OF THIS APPLICATION. I UNDERSTAND THAT I SHOULD CONSULT A FINANCIAL OR LEGAL ADVISOR IF I HAVE
ANY QUESTIONS ABOUT THE TERMS AND CONDITIONS OF THIS AGREEMENT. MY SIGNATURE BELOW INDICATES I HAVE READ THE PROGRAM
DESCRIPTION AND PARTICIPATION AGREEMENT DATED MARCH 4, 2013 OR LATER FOR THE BLACKROCK COLLEGEADVANTAGE 529 SAVINGS
PLAN OFFERED EXCLUSIVELY THROUGH THE OHIO TUITION TRUST AUTHORITY, AND AGREE TO THE TERMS THEREIN AND HEREIN. THIS
APPLICATION TOGETHER WITH THE PARTICIPATION AGREEMENT INCORPORATED HEREIN, CONSTITUTES MY CONTRACT WITH THE OHIO
TUITION TRUST AUTHORITY WITH RESPECT TO AMOUNTS INVESTED PURSUANT TO THIS APPLICATION.
Signature(s) of Account Owner(s) (Required)
Signature of Account Owner, Guardian, Trustee
Date (month/day/year)
Any investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or
any other governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual
fund firms under contract with OTTA. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a
direct investment in a mutual fund itself. Participants assume all investment risk of an investment in the BlackRock CollegeAdvantage
Plan, including the potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. Regular
investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will
depend on the investment performance of the investment options chosen.
Program details are subject to change. If you do not submit your account application within six months of receipt of the Program
Description and Participation Agreement, please call your Financial Advisor to ensure you have the most current version of this
important document before submitting your application.
FOR MORE INFORMATION: Call 866-529-8582 or visit www.blackrock.com/collegeadvantage
©2013 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. or
its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
Lit. No. 529-RA-APP-0713
OE6156H-0813