American Funds Rollover Form

American Funds Rollover Form - Select one of the two distribution options below. Move your assets into a rollover ira to keep the same tax benefits, avoid penalties and gain more control of your money. Web complete the enclosed incoming rollover request form. Web from your american funds plan contact, obtain an incoming rollover request form. Refer to a recent account statementfor information about the account where the money is currently invested. Web use this form to roll over your retirement plan assets to a new american funds ira with capital bank and trust company (cb&t) as custodian. Web the booklet includes a rollover request combined with an application to establish an american funds ira, a request for a cash distribution or rollover to another plan or ira, and a copy of the notice of special tax rules on distributions. You may be able to request this rollover online at www.americanfunds.com/retire. Full fund name or number amount percentage $ or % $ or % $. From the financial institution that holds your account from your previous employer (the sending institution) obtain any paperwork and requirements they need for rollovers.

Web the booklet includes a rollover request combined with an application to establish an american funds ira, a request for a cash distribution or rollover to another plan or ira, and a copy of the notice of special tax rules on distributions. You may be able to request this rollover online at www.americanfunds.com/retire. •if you have an outstanding loan balance that you wish to repay, call your former employer to learn how to pay it off prior to submitting this form. Full fund name or number amount percentage $ or % $ or % $. Stay in your old plan not ready to make a decision about your retirement plan money? Web roll over my retirement account to the same american funds and percentages as my current retirement plan account is invested. Refer to a recent account statementfor information about the account where the money is currently invested. Any amount held in investments other than american funds is subject to applicable sales charges. Web request for transfer of assets or direct rollover. Or roll over my retirement account to the following funds:

You may be able to request this rollover online at www.americanfunds.com/retire. Web request for transfer of assets or direct rollover. Web the booklet includes a rollover request combined with an application to establish an american funds ira, a request for a cash distribution or rollover to another plan or ira, and a copy of the notice of special tax rules on distributions. Click the loans & withdrawals tab. Form used to request a transfer or direct rollover from an external ira or qualified plan to an american funds traditional, roth, simple or sep/sarsep ira. Refer to a recent account statementfor information about the account where the money is currently invested. Full fund name or number amount percentage $ or % $ or % $. Give the completed incoming rollover request form, along with any other requested documentation,to your current employer’s retirement plan contact. From the financial institution that holds your account from your previous employer (the sending institution) obtain any paperwork and requirements they need for rollovers. Move your money to a new plan

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Move Your Money To A New Plan

Any amount held in investments other than american funds is subject to applicable sales charges. Web from your american funds plan contact, obtain an incoming rollover request form. Full fund name or number amount percentage $ or % $ or % $. Or roll over my retirement account to the following funds:

From The Financial Institution That Holds Your Account From Your Previous Employer (The Sending Institution) Obtain Any Paperwork And Requirements They Need For Rollovers.

Move your assets into a rollover ira to keep the same tax benefits, avoid penalties and gain more control of your money. Web use this form to roll over your retirement plan assets to a new american funds ira with capital bank and trust company (cb&t) as custodian. Click the loans & withdrawals tab. Form used to request a transfer or direct rollover from an external ira or qualified plan to an american funds traditional, roth, simple or sep/sarsep ira.

Web 12/22 •You May Be Able To Request This Distribution Or Rollover Online At Www.americanfunds.com/Retire.

Total (proceed to step 2.) or partial (complete the information below.) to avoid processing delays, be sure that the distribution will not reduce any fund balance below the established fund minimums that must be met and maintained. Stay in your old plan not ready to make a decision about your retirement plan money? •if you have an outstanding loan balance that you wish to repay, call your former employer to learn how to pay it off prior to submitting this form. Web request for transfer of assets or direct rollover.

Give The Completed Incoming Rollover Request Form, Along With Any Other Requested Documentation,To Your Current Employer’s Retirement Plan Contact.

Web roll over my retirement account to the same american funds and percentages as my current retirement plan account is invested. You may be able to request this rollover online at www.americanfunds.com/retire. Select one of the two distribution options below. Web complete the enclosed incoming rollover request form.

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