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BlackRock
403(b) Beneficiary Designation/Change
Lit No: 403B-BENE-FORM
Revised: 08/01/2011
Form ID: 26959
Publish: 09/13/2011
Details
BlackRock
iShares 529 Plan Account Information Change
Lit No: CSARA_FRM_01302D
Revised: 06/01/2015
Form ID: 26960
Publish: 10/31/2016
Details
BlackRock
iShares 529 Plan Incoming Rollover
Lit No: CSARA_FRM_01328C
Revised: 07/01/2015
Form ID: 26962
Publish: 10/31/2016
Details
BlackRock
iShares 529 Plan Account Application
for Clients of Broker Dealer Representatives
Lit No: CSARA_01058B
Revised: 05/01/2016
Form ID: 26964
Publish: 10/31/2016
Details
BlackRock
iShares 529 Plan Payroll Direct Deposit
Lit No: CSARA_FRM_01328B
Revised: 07/01/2015
Form ID: 26966
Publish: 09/15/2016
Details
BlackRock
iShares 529 Plan Withdrawal Request
Lit No: CSARA_FRM_01302H
Revised: 06/01/2015
Form ID: 26967
Publish: 10/31/2016
Details
BlackRock
Automatic Investment Plan Application (AIP)
Lit No: AIP-0613
Revised: 06/01/2013
Form ID: 26968
Publish: 09/25/2013
Details
BlackRock
Bank Instructions Application
Lit No: BANK-INST00613
Revised: 06/01/2013
Form ID: 26969
Publish: 09/25/2013
Details
BlackRock
Certificate of Incumbency
Lit No: F2914-12/2009
Revised: 12/01/2009
Form ID: 26970
Publish: 09/13/2011
Details
BlackRock
Change of Registration
Lit No: CHANGEREG-0614
Revised: 06/01/2014
Form ID: 26971
Publish: 08/26/2015
Details
BlackRock
Checkwriting Application
Lit No: BR-4517-0612
Revised: 06/01/2012
Form ID: 26972
Publish: 09/22/2017
Details
BlackRock
Dividend Allocation Plan
Lit No: DIV-ALLOC09613
Revised: 06/01/2013
Form ID: 26974
Publish: 09/25/2013
Details
BlackRock
Inherited IRA Application and Adoption Agreement
Lit No: IRA-DISC-0316
Revised: 03/01/2016
Form ID: 26975
Publish: 09/26/2016
Details
BlackRock
IRA Account Application
(Traditional, Roth and SEP IRA)
Lit No: IRA-APP
Revised: 03/01/2016
Form ID: 26976
Publish: 10/04/2016
Details
BlackRock
IRA Change of Beneficiary
Lit No: RA-BENE-FORM-1015
Revised: 10/01/2015
Form ID: 26977
Publish: 09/26/2016
Details
BlackRock
IRA Distribution Request
Lit No: IRA-DIST-REQ
Revised: 11/01/2015
Form ID: 26978
Publish: 05/08/2017
Details
BlackRock
IRA Rollover Certification
Lit No: IRA-ROLL-CERT-0815
Revised: 08/01/2015
Form ID: 26979
Publish: 09/16/2016
Details
BlackRock
IRA Transfer of Assets/Direct Rollover Request
Lit No: IRA-APP-TOA-0815
Revised: 08/01/2015
Form ID: 26980
Publish: 09/15/2016
Details
BlackRock
New Account Application
For Non-retirement Accounts
Lit No: RANGE-CARD-0316
Revised: 03/01/2016
Form ID: 26981
Publish: 09/16/2016
Details
BlackRock
Power of Attorney Information
Lit No: BR-POA-1111
Revised: 11/01/2011
Form ID: 26982
Publish: 07/23/2012
Details
BlackRock
Roth IRA Conversion Request
Lit No: ROTH-IRA-CONV-0413
Revised: 04/01/2013
Form ID: 26983
Publish: 06/21/2013
Details
BlackRock
SIMPLE IRA Employee Enrollment Kit
Lit No: SIMPLE-EMPLOYEE
Revised: 03/01/2016
Form ID: 26984
Publish: 09/16/2016
Details
BlackRock
SIMPLE IRA Employer Kit
(Savings Incentive Match Plan for Employees of Small Employers)
Lit No: SIMPLE-EMPLOYER
Revised: 01/01/2016
Form ID: 26985
Publish: 10/04/2016
Details
BlackRock
SIMPLE IRAs Salary Reduction Agreement
Lit No: SIRA-SRA-1215
Revised: 12/01/2015
Form ID: 26986
Publish: 09/15/2016
Details
BlackRock
Systematic Exchange Plan
Lit No: SYST-EXCH-0613
Revised: 06/01/2013
Form ID: 26987
Publish: 09/25/2013
Details
BlackRock
Systematic Withdrawal Plan
Lit No: SWP-0613
Revised: 06/01/2013
Form ID: 26988
Publish: 09/25/2013
Details
BlackRock
Transfer on Death (TOD) Beneficiary Claim
Lit No: TOD-BENEFICIARY-0613
Revised: 06/01/2013
Form ID: 26989
Publish: 09/25/2013
Details
BlackRock
Transfer on Death (TOD) Registration
Lit No: TOD-REGFAQ-0613
Revised: 06/01/2013
Form ID: 26990
Publish: 09/25/2013
Details
BlackRock
Cost Basis: Change Request
Lit No: CBCHANGE-0911
Revised: 09/01/2011
Form ID: 29700
Publish: 07/20/2012
Details
BlackRock
403(b)(7) Participant's Request for Distributions
Lit No: 403(b)
Revised: 07/01/2015
Form ID: 29701
Publish: 08/26/2015
Details
BlackRock
Investment Slip
Lit No:
Revised: 07/01/2015
Form ID: 33313
Publish: 07/20/2015
Details
BlackRock
Corporate Resolution Filing Information
Lit No: BR-1059-1109
Revised: 11/01/2009
Form ID: 33314
Publish: 06/26/2013
Details
BlackRock
Change of Address
Lit No: RET-CHADDFM-1014
Revised: 10/01/2014
Form ID: 43229
Publish: 07/21/2015
Details
BlackRock
Change Broker Dealer
Lit No: CHANGE-BRK-0914
Revised: 09/01/2014
Form ID: 43230
Publish: 07/21/2015
Details
BlackRock
Redemption Request
Lit No: REDEMP-0914
Revised: 09/01/2014
Form ID: 43232
Publish: 07/21/2015
Details
BlackRock
iShares 529 Plan Additional Contribution
Lit No: CSARA_FRM_01302E
Revised: 06/01/2015
Form ID: 51217
Publish: 09/15/2016
Details
BlackRock
iShares 529 Plan Exchange / Future Contribution
(Allocation) for Clients of Broker Dealer Representatives
Lit No: CSARA_00972A
Revised: 05/01/2016
Form ID: 51218
Publish: 09/15/2016
Details
BlackRock
iShares 529 Plan Designated Beneficiary Change
Clients of Broker Dealer Representatives
Lit No: CSARA_01129A
Revised: 06/01/2016
Form ID: 51219
Publish: 09/15/2016
Details
BlackRock
iShares 529 Plan Dollar Cost Averaging Program
Lit No: CSARA_FRM_01328A
Revised: 07/01/2015
Form ID: 51220
Publish: 09/15/2016
Details
BlackRock
iShares 529 Plan Automatic Investment Plan/EBT
Electronic Bank Transfer
Lit No: CSARA_FRM_01302F
Revised: 06/01/2015
Form ID: 51221
Publish: 09/15/2016
Details
BlackRock
IRA Disclosure Statement
Lit No: IRA-DISC-1215
Revised: 12/01/2015
Form ID: 51223
Publish: 06/28/2017
Details
BlackRock
College Advantage 529 Contribution Slip
Lit No:
Revised: 10/01/2016
Form ID: 51816
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Withdrawing from Account
Instructions.
Lit No: 529-HAN-WR-0713
Revised: 07/01/2013
Form ID: 51817
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Withdrawal Request
Lit No: 529-HAN-WR-0713
Revised: 07/01/2013
Form ID: 51818
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Rollover Transfer
Lit No: 529-RO-APP-1014
Revised: 10/01/2014
Form ID: 51819
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Reallocation
Lit No: 529-RA-APP-0713
Revised: 07/01/2013
Form ID: 51820
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 New Account Application
Lit No: 529-IO-0714
Revised: 07/01/2014
Form ID: 51821
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Account Maintenance
Lit No: 529-MNT-APP-0713
Revised: 07/01/2013
Form ID: 51822
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Change of Registration
Lit No: 529-CHNGOFREG-0613
Revised: 06/01/2013
Form ID: 51823
Publish: 10/31/2016
Details
BlackRock
College Advantage 529 Plan Payroll Deduction Auth.
Lit No: 529-PD-CL-APP-0713
Revised: 07/01/2013
Form ID: 52882
Publish: 01/11/2017
Details
BlackRock
College Advantage 529 Payroll Deduction Plan
Lit No: 529-PD-EMP-APP
Revised: 11/01/2011
Form ID: 52883
Publish: 01/11/2017
Details
BlackRock
Program Description and Participant Agreement
Lit No: 529-DISC-2014
Revised: 10/04/2016
Form ID: 55033
Publish: 03/16/2017
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Blackstone Real Estate Income Trust
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald --NEW--
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds --NEW--
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities --NEW--
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
Rodin Global Property Trust --NEW--
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steadfast Capital Markets Group
Steben & Company
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP --NEW--
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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