American Funds 529 Distribution Form

American Funds 529 Withdrawal Form American Choices

American Funds 529 Distribution Form. Try our online distribution process instead of paper forms for more convenience, efficiency and safety. If a signature guarantee isn't required, you can submit the completed form online.

American Funds 529 Withdrawal Form American Choices
American Funds 529 Withdrawal Form American Choices

Try our online distribution process instead of paper forms for more convenience, efficiency and safety. •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 looking for a distribution form? Web complete the collegeamerica distribution request (pdf). Web use to request a rollover from a 529 program or transfer from a coverdell education savings account (esa) not held with american funds to a collegeamerica account. For fund numbers, names, minimums and share class descriptions, download the fund information. You must mail us the collegeamerica distribution request (pdf) with a. Click the loans & withdrawals tab. If the withdrawal is for more than $25,000: Web collegeamerica is distributed by american funds distributors, inc.

Click the loans & withdrawals tab. Participants can initiate withdrawal requests for most common distribution types from the participant website, or you can initiate requests on their behalf. Web use to request a rollover from a 529 program or transfer from a coverdell education savings account (esa) not held with american funds to a collegeamerica account. Web complete the collegeamerica distribution request (pdf). For fund numbers, names, minimums and share class descriptions, download the fund information. Try our online distribution process instead of paper forms for more convenience, efficiency and safety. If a signature guarantee isn't required, you can submit the completed form online. Click the loans & withdrawals tab. •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 to set up a recurring distribution to satisfy your required minimum distribution, use the required minimum distribution request. Web request for a cash distribution or rollover 12/22 •you may be able to request this distribution or rollover online at www.americanfunds.com/retire.