Forms & applications

Digital Form: Establish a non-retirement account at BlackRock such as individual, joint tenant, trust, custodial/guardian, or UTMA/UGMA accounts.

Create an account for entities such as a bank, foundation, endowment, partnership, insurance company, limited liability company, S-Corporation and C-Corporation accounts, etc.

Additional documentation will likely be required to open one of these accounts.

IRA Application

Establish a BlackRock Traditional, Rollover, Roth or SEP IRA by completing this form.

Inherited IRA Application

Beneficiary(ies) of a deceased IRA account owner can use this form to establish an Inherited IRA with BlackRock. Please note, if you are transferring from another custodian, you may also need the IRA Transfer of Assets/Direct Rollover Request Form.

SIMPLE Plan Enrollment Kit

Employees can establish a BlackRock SIMPLE IRA account. (Please note: The employer may require you to complete SIMPLE IRA Salary Reduction Agreement to your employer).

SIMPLE IRA Employer Kit

An employer may establish a SIMPLE IRA Plan with BlackRock (please note: this Kit, including the enclosed IRA Form 5304-SIMPLE, must be on file for employees to establish any SIMPLE IRA accounts with BlackRock).

Bank Account Maintenance Form

Digital Form: Add or update bank instructions and/or an Automatic Investment Plan (AIP) on your BlackRock account.

Change of Address Form

Digital Form: Change the address or mailing address listed on your account.

Change of Name Form

Digital Form: Complete this form if you need to update your name due to marriage, divorce, or other reasons.

Change of Broker/Dealer

Digital Form: Add or change the broker/dealer listed on your account.

Contribution Slip

Contribute to an existing directly held BlackRock Account.

Dividend Allocation Plan Form

Direct dividend and/or capital gains distributions from one or more funds in your BlackRock account to your bank account or another BlackRock fund.

Power of Attorney Registration form

List a legally authorize individual to act as Power of Attorney on a BlackRock account by completing this form.

Systematic Exchange Application

Digital Form: Establish a reoccurring exchange with a fixed dollar amount from one BlackRock fund into another on a monthly, quarterly, semiannual or annual basis. Systematic exchanges allow as many as four other BlackRock funds. There is a $10,000 minimum balance required on the fund you are exchange from. $50 minimum per systematic exchange.

Certificate of Incumbency

List persons authorized to enact transactions in a BlackRock account for a non-incorporated entity over a 60-days.

Change of Registration

Complete a re-registration of a BlackRock account to another account type or change ownership of an account (add / remove an owner) such as individual, joint tenant, trust accounts or custodial / UTMA, UGMA accounts.

Corporate Resolution Filing Form

Grant authority to a person or persons within an established company to sell or assign securities in a BlackRock account. Valid for 6 months from date of certification.

Cost Basis Change Request Form

Digital Form: Change your cost basis calculation method (We recommend speaking with your tax preparer or financial advisor before making any change to your cost basis method).

Redemption Request Form

Digital Form: Request one-time redemptions or to establish or change a Systematic Withdrawal Plan (“SWP”) from your non-retirement account(s) at BlackRock.

Transfer on Death (TOD) Beneficiary Claim Form

A beneficiary of a BlackRock Transfer of Death (TOD) account may use this claim form to transfer or redeem the account to their name. A certified copy of the death certificate is required. In some instances, an inheritance tax waiver may be required.

Transfer on Death (TOD) Registration Form

Digital Form: Document up to three beneficiaries to whom the account assets will be transferred upon the death of an owner of a BlackRock account.

Account Transfer Form

Transfer of shares between non-retirement accounts held at BlackRock, transfer an account at another institution to BlackRock, or to gift shares to another individual, trust, or organization with an existing BlackRock account.

Medical Savings Account (“MSA”) Withdrawal Request Form

Request a one-time distribution from an Archer Medical Savings Account (“MSA”)

BlackRock Coverdell Education Savings Account (“ESA”) Funding a 529 Plan Request

Request a one-time withdrawal from a BlackRock Coverdell Education Savings Account (“ESA”) and use the proceeds to fund a BlackRock CollegeAdvantage® 529 account.

BlackRock Coverdell Education Savings Account ("ESA") Change of Registration Form

Change the Responsible Individual on a Coverdell Education Savings Account held directly at BlackRock, or re-register an account to a Designated Beneficiary under the age of 30 with an existing BlackRock Coverdell Education Savings Account (ESA).

BlackRock Coverdell Education Savings Account ("ESA") Change of Designated Beneficiary Form

Digital Form: Add or change the Designated Death Beneficiary on your BlackRock Coverdell Education Savings Account (ESA).

Roth IRA Certification of Direct Rollover From a 529 Form

Digital Form: Certify a rollover distribution from a 529 plan to a Roth IRA.

IRA Change of Beneficiary Form

Digital Form: Change the Primary and/or Contingent beneficiaries named on BlackRock Traditional IRA, SEP IRA or Roth IRA accounts.

IRA Distribution Request Form

Digital Form: Used to request a one-time distribution from your IRA, including return of excess contribution, transfer due to divorce, or a rollover out to another custodian.

IRA Systematic Withdrawal

Digital Form: Request any type of systematic withdrawals, including your RMD, 72t withdrawals, etc.

IRA Beneficiary Claim Form - Spouse

The spouse of a deceased IRA owner can request their portion of the IRA assets.

IRA Beneficiary Claim Form – Non-Spouse

A non-spouse beneficiary of a deceased IRA owner can request their portion of the IRA assets.

IRA Rollover Certification Form

Digital Form: Certify a rollover distribution from a Traditional IRA, Roth IRA or SEP IRA and for eligible distributions from 403(b), 401(k) or qualified retirement plans to a BlackRock Funds IRA account. Rollovers must be completed within 60 days of distribution.

IRA Transfer of Assets / Direct rollover request form

Transfer assets from an existing IRA to a BlackRock Funds IRA.

Roth IRA Conversion Form

Digital Form: Convert a Traditional IRA held at either BlackRock or a different custodian to a BlackRock Roth IRA.

SIMPLE IRA Salary Reduction Agreement

Used in conjunction with the SIMPLE IRA adoption agreement to set up the payroll deductions to be contributed to a BlackRock SIMPLE IRA account.

Inherited IRA Distribution Request Form

Request a one-time distribution from your Inherited IRA, including systematic distribution options.

SIMPLE IRA Distribution Form

Use this form to request a one-time distribution from your SIMPLE IRA at BlackRock.