American funds rollover form 2025

1. Click ‘Get Form’ to open the American Funds Rollover Form in the editor.
2. Begin by entering your personal information in Section 1, including your Social Security Number (last four digits), first name, middle initial, last name, and address. Ensure all details are typed clearly.
3. In Section 2, indicate your citizenship status by selecting the appropriate checkbox for U.S. citizen, U.S. resident alien, or nonresident alien.
4. Proceed to Section 3 to specify your distribution instructions. Choose between cash distribution or rollover options and provide the effective date of separation from service.
5. If rolling over to an existing IRA or retirement plan, complete Section 4 with the receiving account type and investment instructions. Specify fund names and amounts as needed.
6. Review Sections 5 through 8 for any required minimum distributions and tax withholding elections. Make selections based on your preferences.
7. Finally, sign and date the form in Section 9 to confirm your consent before submitting it to your former employer for authorization.

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