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Complete each section of the New Account Application, paying special attention to the sections marked as "Required. It is a smart move to have a co. When you add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred. Nov 26, 2023 · Most 529 plans offer online self-service tools where owners can simply log in and select who they want to pay. The College Investor Student Loa. Log In to your CollegeAdvantage Direct 529 Savings Plan account. Indices Commodities Currencies Stocks Withdrawals from 529 plans can be made tax-free to pay for qualified education expenses. Global Allocation Fund. iShares Core S&P 500 ETF 529 College Savings Plan. blackrock BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. We would like to show you a description here but the site won't allow us. Have an account, but have never logged on? Create a username and password. Target date investment options | Target-risk investment options |. The College Investor Student Loans, Inve. If there is a username for your account, we will send it to this email address. Indices Commodities Currencies Stocks A 529 plan offers a way to head off college debt by giving families a tax-advantaged way to save and invest for college, or even pay some costs in advance. Click the sign in button above to login or create your online access. NOTE: You will need to sign with both your old and new name in the " Signatures " section of this form. There are three main options for paying the distribution: To the account owner Directly to the college or other eligible educational institution. Nov 26, 2023 · Most 529 plans offer online self-service tools where owners can simply log in and select who they want to pay. Current federal guidelines are as follows: If the student is a dependent, a 529 plan account is considered as the parent's asset (if the Account Owner is the parent or the dependent student). Login. The Virginia 529 plan is called Invest529 and it provides a tax deduction to help you save for college. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. You need to provide your registered email address and the last 4 digits of your SSN. Funds are not going to be used for higher education expenses. Click the sign in button above to login or create your online access. Coverdells allow you to use distributions for educatio. Calculators Helpful Guides Compare Rates Lender Reviews Calculators Help. " Incomplete applications may not be processed. Once you've decided where to send your 529 funds, the next step is to select the payment type. Read the Offering Statement and Participation Agreement before opening an Account as it contains important information you need to know before investing in the CollegeAdvantage Direct 529 Savings Plan. The Pennsylvania 529 Plan includes the PA 529 Guaranteed Savings Plan (GSP and the PA 529 Investment Plan (IP) that can help you save for college. If the brokerage where you manage your 529 plan is a Quicken partner, you can easily download the account information for your 529 plan. Note: This part of the web site serves only account owners in the CollegeAdvantage Guaranteed 529 Savings Plan. If there is a username for your account, we will send it to this email address. Indices Commodities Currencies Stocks Coverdell educational savings accounts and 529 plans both offer tax-sheltered accounts to save for future education expenses. Learn more about your BlackRock shareholder statement. The BlackRock CollegeAdvantage 529 Plan is an investment program designed to help you save for college expe. However, you should note that (i) depending on the laws of the state where you or your beneficiary live or pay state income taxes, favorable state tax treatment or other benefits offered by the applicable state for investing in qualified tuition programs may be available. Use the allocation currently on my account (if none on file, we will divide it equally) Allocate my contribution amount equally between all open Investment Options (must meet minimum of $25 per Investment Option). It is a smart move to have a co. Ohio 2041 Custom Benchmark (USD) Max Offer Price $15 BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. Get to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track Quarterly performance report 1099-Q Guide Use BlackRock's CollegeAdvantage 529 Plan to build a strong education savings strategy. The BlackRock CollegeAdvantage 529 Plan is an investment program designed to help you save for college expe. Find out how to roll over assets from other qualified accounts and access additional resources. Change the Responsible Individual on a Coverdell Education Savings Account held directly at. This credit may be subject to recapture from the account owner (not the contributor) in certain circumstances, such as rollovers to another state's 529 plan, federal non-qualified withdrawals, withdrawals used to pay elementary or secondary school. Learn more about how you can use a NextGen 529 account by clicking the button below. Identify yourself. This is the simple, flexible way to save for whatever school comes after high school. If there is a username for your account, we will send it to this email address. BLACKROCK MUNIYIELD- Performance charts including intraday, historical charts and prices and keydata. Only the Account Gain valuable tax-saving insights using BlackRock and iShares products while you prepare for your federal and state income tax returns NextGen 529 is an important resource to help your clients plan and invest for higher education expenses. If you've forgotten your password as well, you can reset it after receiving your username. Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. This web page explains the terms and conditions for using the On-line Services to buy, redeem and exchange shares of BlackRock Funds. The BlackRock CollegeAdvantage 529 Plan is an investment program designed to help you save for college expe. NextGen 529™ is a Section 529 plan that offers families a flexible, tax-advantaged way to invest for educational expenses. Overall Overall Morningstar Rating for BlackRock College Advantage 529 - 2035, Unit Class I, as of Jun 30, 2024 rated against 104 Target-Enrollment 2036 Funds based on risk adjusted total return. Key Facts. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. Some 529 plans allow account owners to make electronic payments directly to the college towards paying tuition expenses. BlackRock, Inc. Read and consider it carefully before investing. Click the sign in button above to login or create your online access. They can be used to pay for two-year associate degree programs, trade schools, even qualified online … Identify yourself. com and let us know the nature of your request and your contact information. Please see the Make a Withdrawal screen Contact Us; BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. The College Investor Student Loans, Investing, Bui. Your Withdrawal may have tax consequences depending on how the distribution is used. With an Arkansas Brighter Future 529 Plan account, your savings has the potential to grow at a faster rate than if you had invested in a comparable taxable account. Contact your financial advisor to order the BlackRock CollegeAdvantage 529 gift card. The Program is offered and sold as 1. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. To learn more about the NextGen Select Series call 1-833-336-4529 or contact. Ohio 2041 Custom Benchmark (USD) Max Offer Price $15 BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. NextGen 529 is a Section 529 plan administered by FAME. This fund is a member of the BlackRock College Advantage Plan*. We would like to show you a description here but the site won't allow us. The College Investor Student Loa. arctic fox 865 for sale craigslist Learn more about how you can use a NextGen 529 account by clicking the button below. Identify yourself. New Account Application. We would like to show you a description here but the site won't allow us. 529 college savings plans of. The keys to the global economy are in Larry Fink’s pocket. There are three main options for paying the distribution: To the account owner Directly to the college or other eligible educational institution. BlackRock CollegeAdvantage offers three distinct investment approaches, allowing you to choose the option (s) that best fits your needs. OTTA also administers a prepaid tuition program called the CollegeAdvantage Guaranteed 529 Savings Plan, which remains closed since 2004 to new enrollments and contributions. Take advantage of your state tax benefits 529 college savings plans allow you to invest and grow your assets free from federal and state taxes with tax-free withdrawals for qualified educational expenses. Request a one-time withdrawal from a BlackRock Coverdell Education Savings Account ("ESA") and use the proceeds to fund a BlackRock CollegeAdvantage® 529 account. Send the distribution to the Account Owner or Beneficiary's bank account. Vestwell State Savings, LLC is the program manager, The Bank of New York Mellon is the program custodian, BlackRock Advisors, LLC is the program investment manager. Navigate to different sections of our sample statement using the links to the right. If you need to replace your roof, the cost is an important factor. PO Box 534433 Pittsburgh, PA 15253-4433. hispanic meat market near me The College Investor Student Loans, Investing, Bui. Please enter the desired term of the CD (number of. Get to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track Quarterly performance report 1099-Q Guide Use BlackRock's CollegeAdvantage 529 Plan to build a strong education savings strategy. Log In to your CollegeAdvantage Direct 529 Savings Plan account. You can use this form to change the registration on different account types such as individual, joint tenant, trust accounts or custodial / UTMA, UGMA accounts. However, you should note that (i) depending on the laws of the state where you or your beneficiary live or pay state income taxes, favorable state tax treatment or other benefits offered by the applicable state for investing in qualified tuition programs may be available. 529 plans are college. NextGen 529 accounts do more than help you save for a four-year college education. blackrock BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. By clicking "TRY IT", I agree to. To learn more about the NextGen Select Series call 1-833-336-4529 or contact. By clicking one of the links above you will enter a location specific website. Finding the best investing opportunities can be challenging, especially in volatile markets. Overall Morningstar Rating for Growth Fund 529 Option, Class A, as of Jun 30, 2024 rated against 128 Static Moderately Aggressive Allocation Funds based on risk adjusted total return. Change the Responsible Individual on a Coverdell Education Savings Account held directly at. Request a one-time withdrawal from a BlackRock Coverdell Education Savings Account ("ESA") and use the proceeds to fund a BlackRock CollegeAdvantage® 529 account. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. Incoming Rollover/Direct Transfer Form BlackRock CollegeAdvantage 529 Plan You can fund your BlackRock CollegeAdvantage Account with assets from another Qualified Tuition Program, a UTMA/UGMA, Coverdell Education Savings Account or qualified U Savings Bond or even by transferring assets from within the CollegeAdvantage Plan. If you have a 529 account with CollegeAdvantage Direct, you can request your username by email. New Account Application How to Enroll in the BlackRock CollegeAdvantage 529 savings plan Before you begin completing the Application , you should consult your financial professional regarding your investment choices and options. Finding the best investing opportunities can be challenging, especially in volatile markets. Can you use 529s for l. Get to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track Quarterly performance report 1099-Q Guide Use BlackRock's CollegeAdvantage 529 Plan to build a strong education savings strategy. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. app lab oculus Advisor-sold plans are sold by investment firms and advisors manage the. How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan 1. To enroll in CollegeBound 529, please see your financial advisor. Click the sign in button above to login or create your online access. Contributions to this Individual Fund Portfolio will be invested solely in the BlackRock Mid-Cap Growth Equity Portfolio. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. , please complete this form to update your account(s) under your Social Security number. However, when I looked at the Portfolio tab in Quicken, there are no holdings. Mr. Share Class launch date Benchmark Index. com and let us know the nature of your request and your contact information. US based financial advisors can use BlackRock's Financial Advisors Resource Center to get access to tools, insights, educational courses & more. If you need to replace your roof, the cost is an important factor. Log In to your CollegeAdvantage Direct 529 Savings Plan account. Get to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track Quarterly performance report 1099-Q Guide Use BlackRock's CollegeAdvantage 529 Plan to build a strong education savings strategy. Log In to your CollegeAdvantage Direct 529 Savings Plan account. 1 Indiana taxpayers are eligible for a state income tax credit of 20% of contributions to an Indiana529 Advisor account, up to $1,500 per year. Remember my username. If the Designated Beneficiary of the Account above is different from the Designated Beneficiary of the BlackRock 529 Account, please indicatethe relationship Entire Acccount Partial Amount of $ Send this application, along with any other required documents, to: Overnight mail FAX: 833-778-3739 BlackRock CollegeAdvantage 529 Attention: 534433 BlackRock CollegeAdvantage 529 Plan Change of Name Form Change of Name Form. Indices Commodities Currencies Stocks Multiple 529 plans can be merged together under some circumstances. What is the NextGen 529 plan? Get answers to this and other frequently asked questions by visiting the NextGen 529 FAQs page.
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A 529 education savings plan is an investment account that offers tax benefits when used toward qualified education expenses for the account beneficiary. BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. There are three main options for paying the distribution: To the account owner Directly to the college or other eligible educational institution. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. Overall Overall Morningstar Rating for BlackRock College Advantage 529 - 2038, Unit Class A, as of Jun 30, 2024 rated against 91 Target-Enrollment 2039+ Funds based on risk adjusted total return. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. Advisor-sold plans are sold by investment firms and advisors manage the. 64% of its value for the EFC. 4 stars. If you've forgotten your password as well, you can reset it after receiving your username. Get to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track Quarterly performance report 1099-Q Guide Use BlackRock's CollegeAdvantage 529 Plan to build a strong education savings strategy. BLACKROCK MUNIYIELD- Performance charts including intraday, historical charts and prices and keydata. To find a financial advisor in your area, use the Directory of Financial Professionals. used 20 inch rims for sale near me Click the sign in button above to login or create your online access. New Account Application. New Account Application How to Enroll in the BlackRock CollegeAdvantage 529 savings plan Before you begin completing the Application , you should consult your financial professional regarding your investment choices and options. Understand your 529 Plan to save successfully over time. A 529 education savings plan is an investment account that offers tax benefits when used toward qualified education expenses for the account beneficiary. gift to a BlackRock CollegeAdvantage 529 account has been made in your name so you may enjoy a lifetime. CollegeAdvantage Direct 529 Savings PlanWithdrawal Request FormComplete this form to request a full or partial qualified or non-qualified withdrawal from your CollegeAdv. Learn more about how you can use a NextGen 529 account by clicking the button below. Identify yourself. Thinking about setting up a 529 plan to save for college in your child’s future? Use our new interactive map to browse and compare 529 plans by state. By clicking "TRY IT", I agree to. sis on capital appreciation. The instructions below are for Select Account owners who receive their statements from Vestwell. IMPORTANT RISK DISCLOSURES. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. zena swiss star inox peeler slicer cutter super sharp stainless steel If you need to replace your roof, the cost is an important factor. New Account Application. If you are establishing a new BlackRock CollegeAdvantage Account, please complete and attach the BlackRock CollegeAdvantage New Account Application BlackRock is committed to working with and providing reasonable accommodations to individuals with disabilities. A 529 college savings plan can provide tax benefits and flexibility to help you invest for future education expenses. Send your completed and signed application, along with any other required documents, to: Regular mail. How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. Learn more about how you can use a NextGen 529 account by clicking the button below. Identify yourself. Direct-sold plans are sold directly by states, and you manage the savings in your own account. AMERICAN FUNDS COLLEGE 2021 FUND CLASS 529-E- Performance charts including intraday, historical charts and prices and keydata. Saving for college is simple and hassle-free with help from the experts at CollegeAdvantage. Overall Morningstar Rating for Aggressive Growth Fund 529 Option, Class C, as of Jun 30, 2024 rated against 41 Static Aggressive Allocation Funds based on risk adjusted total return. 4 stars. ampreviews new york Complete each section of the New Account Application, paying special attention to the sections marked as "Required. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. irement account(s) at BlackRoc. If you need to replace your roof, the cost is an important factor. Before you begin completing the application, you should consult your financial professional regarding your investment choices and options. Understand your 529 Plan to save successfully over time. Indices Commodities Currencies Stocks Withdrawals from 529 plans can be made tax-free to pay for qualified education expenses. Industry-leading plan offers flexibility for financial advisors BlackRock, Inc. We would like to show you a description here but the site won't allow us. NextGen 529 accounts do more than help you save for a four-year college education. You need to provide your registered email address and the last 4 digits of your SSN. This means that while they are treated the same for federal taxes, state tax treatments can vary. The process went fine and I was able to link the one (of two) accounts at BlackRock. There are three main options for paying the distribution: To the account owner Directly to the college or other eligible educational institution. The best 529 plans have low fees. Compare the fees and performance of over 3,500 529 plan investment options from different states and providers. Click the sign in button above to login or create your online access.
Compare sales charges applicable to each share class for equity and fixed income mutual funds. Get The Most Out Of Your College Savings Plan. North Carolina also has a 529 Able Plan as well. 529s are just like other investments; research has shown that low-cost index funds generally end up providing higher returns to investors than funds that spend… By clicking. arkenlight stock Many parents choose to invest money in a 529 account to save for their child’s education. Note: This part of the web site serves only account owners in the CollegeAdvantage Guaranteed 529 Savings Plan. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. Getting preapproved first can help indicate to sellers that you're a serious buyer. The estimated Underlying Fund expense ratios represent estimates of the net annual operating expenses of the Underlying Fund(s) that each Investment Option bears. AMERICAN FUNDS AMERICAN BALANCED FUND® CLASS 529-F-2- Performance charts including intraday, historical charts and prices and keydata. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. norwich bulletin recent obituaries today Change of Broker Dealer Form Use this application to add or update the broker/dealer information listed on your BlackRock account. Indices Commodities Currencies Stocks Withdrawals from 529 plans can be made tax-free to pay for qualified education expenses. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. A gift for yogift for you. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. ntage Direct 529 Savings Plan (CollegeAdvantage Direct) Account a separate form for each type of withdrawal you are requesting. Ohio 2041 Custom Benchmark (USD) Max Offer Price $15 BlackRock CollegeAdvantage 529 Plan is offered to residents of all states. ala inpantyhose complete the "AIP" section of the new account application. Toll-Free: 1-888-567-0540 Monday - Friday 8:30 a - 5 p ET Closed holidays. Client Select Series and their respectiveagents, employees andaffiliates will not haveany liability for any losses I may incuras a result of the acts or omissions of my Financial Intermediary orFinancial. Be sure to use the right form! If you would like to establish beneficiaries on your retirement account please see our IRA Change of Beneficiary Form. Garfin joined BlackRock in 1997 as an analyst in the Account Management Group working with taxable financial institutional clients.
BlackRock CollegeAdvantage® 529 Plan The following tables present a summary of the current fees and expenses applicable for the Investment Options and the Classes of Units as of the Plan's most recent Program Description. A spreadsheet with the required information. Overall Overall Morningstar Rating for BlackRock College Advantage 529 - 2038, Unit Class I, as of Jun 30, 2024 rated against 83 Target-Enrollment 2039+ Funds based on risk adjusted total return. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. Read the Offering Statement and Participation Agreement before opening an account, as it contains important information you need to know before investing in the CollegeAdvantage Direct 529 Savings Plan. However, you should note that (i) depending on the laws of the state where you or your beneficiary live or pay state income taxes, favorable state tax treatment or other benefits offered by the applicable state for investing in qualified tuition programs may be available only for investments in such state's qualified. Nov 26, 2023 · Most 529 plans offer online self-service tools where owners can simply log in and select who they want to pay. There are many ways to access BlackRock Funds, learn how you can add them to your portfolio The Fund manager integrates ESG criteria into screening, company research and portfolio construction tools. To enroll in CollegeBound 529, please see your financial advisor. mount:Message:This certificate is provided for informational purposes and does not represent legal ownership or interest in a BlackRock CollegeAd Dollar amounts contained within this certificate. If you've forgotten your password as well, you can reset it after receiving your username. The College Investor Student Loan. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. Log in to your Direct Plan, Advisor Plan, or Guaranteed Plan with College Advantage here. Model asset allocation and guidance to help meet unique client goals CollegeAdvantage Advisor 529 Saving Plan powered by BlackRock;. Log In to your CollegeAdvantage Direct 529 Savings Plan account. OTTA also administers a prepaid tuition program called the CollegeAdvantage Guaranteed 529 Savings Plan, which remains closed since 2004 to new enrollments and contributions. unc qb xxl how to charge Log in with your credentials or register a free account to try the product prior to upgrading the subscription Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive. be signed by all account owners. The Program is offered and sold as 1. Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird. Access our website to learn more about share classes and loads. BlackRock Investments, LLC, Member FINRA, is the program distributor and underwriter for the Client Select Series only. Log In to your CollegeAdvantage Direct 529 Savings Plan account. We would like to show you a description here but the site won't allow us. If you have a NextGen 529 Select Account and work with a Merrill advisor, contact your advisor for help with your account, or use the MyMerrill Ⓡ online platform and mobile app. They can be used to pay for two-year associate degree programs, trade schools, even qualified online courses—at home or abroad. Getting preapproved first can help indicate to sellers that you're a serious buyer. We review seven of the best 529 plans, including: Oregon College Savings Plan, best for high returns; Capital Group's 529 Plan, best for diverse. Coverdells allow you to use distributions for educatio. There are three main options for paying the distribution: To the account owner Directly to the college or other eligible educational institution. Here is information on each plan's fee structure, who manages the program and other features you should know about befor. Here are the qualified expenses, rules, and tax penalties to avoid. Most plans offer two options: make an ACH deposit to your bank account or have a check printed and mailed. gift to a BlackRock CollegeAdvantage 529 account has been made in your name so you may enjoy a lifetime. From our Active Investor portal you can easily and safely place transactions and manage account settings for both your BlackRock mutual funds and BlackRock College Advantage 529 Plan accounts. Access your account. Indices Commodities Currencies Stocks Withdrawals from 529 plans can be made tax-free to pay for qualified education expenses. NextGen 529™ is a Section 529 plan that offers families a flexible, tax-advantaged way to invest for educational expenses. il p ebt 2022 The mailing address to use is as follows: SDSU University Bursar's Office 5500 Campanile Drive, SSW 2536 San Diego, CA 92182-7425. Non-qualified withdrawals are taxable as. Contact Us. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. To learn more about the NextGen Select Series call 1-833-336-4529 or contact your BlackRock representative. The BlackRock CollegeAdvantage 529 Plan is offered to. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. CD terms are available between 3 months and 144 months (12 years). NextGen 529 accounts do more than help you save for a four-year college education. It is a smart move to have a co. The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 24 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. There are three main options for paying the distribution: To the account owner Directly to the college or other eligible educational institution. As a result, it will generally be counted at a rate of only 5. Learn how to enroll your clients in the BlackRock CollegeAdvantage Advisor 529 Savings Plan or the CollegeAdvantage Direct 529 Savings Plan. To conduct account transactions or change other account information — such as your Designated Beneficiary — please call your CollegeAccess 529 Plan Investor Services Representative toll-free at 1-866-529-7462, (Monday - Thursday, 8:30 a - 6:00 p Eastern Time and Friday, 8:30 a - 5:00 p Eastern Time). be signed by all account owners. NextGen 529™ is a Section 529 plan that offers families a flexible, tax-advantaged way to invest for educational expenses. The instructions below are for Select Account owners who receive their statements from Vestwell. The best 529 plans have low fees. Ohio's 529 Plan is the best way to be sure a gift will be spent on higher education — college, trade or tech school, certificate programs, grad school, apprenticeships, and more. NextGen 529 accounts do more than help you save for a four-year college education.