American Funds Rollover Form. Any amount held in investments other than american funds is subject to applicable sales charges. Click the loans & withdrawals tab.
Retirement Funds Rollover
Full fund name or number amount percentage $ or % $ or % $. 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 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. Web 12/22 •you may be able to request this distribution or rollover online at www.americanfunds.com/retire. Web from your american funds plan contact, obtain an incoming rollover request form. You may be able to request this rollover online at www.americanfunds.com/retire. Refer to a recent account statementfor information about the account where the money is currently invested. Move your money to a new plan Select one of the two distribution options below. 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.
From the financial institution that holds your account from your previous employer (the sending institution) obtain any paperwork and requirements they need for rollovers. Select one of the two distribution options below. Move your money to a new plan Web complete the enclosed incoming rollover request form. 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. 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. Or roll over my retirement account to the following funds: Web from your american funds plan contact, obtain an incoming rollover request form. •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.
