American Funds Rollover 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. Web roll over my retirement account to the same american funds and percentages as my current retirement plan account is invested.
Retirement Funds Rollover
Or roll over my retirement account to the following funds: 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. Any amount held in investments other than american funds is subject to applicable sales charges. 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. 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? From the financial institution that holds your account from your previous employer (the sending institution) obtain any paperwork and requirements they need for rollovers. You may be able to request this rollover online at www.americanfunds.com/retire. Click the loans & withdrawals tab. Web 12/22 •you may be able to request this distribution or rollover online at www.americanfunds.com/retire.
Stay in your old plan not ready to make a decision about your retirement plan money? 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. Stay in your old plan not ready to make a decision about your retirement plan money? Web complete the enclosed 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. Move your money to a new plan Move your assets into a rollover ira to keep the same tax benefits, avoid penalties and gain more control of your money. 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. Any amount held in investments other than american funds is subject to applicable sales charges. From the financial institution that holds your account from your previous employer (the sending institution) obtain any paperwork and requirements they need for rollovers. Full fund name or number amount percentage $ or % $ or % $.
