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How to use or fill out the American Funds Rollover Form with Our Platform
- Click ‘Get Form’ to open it in the editor.
- 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.
- In Section 2, provide your plan name and ID number as indicated on your most recent statement. This is crucial for processing your request.
- For distribution instructions in Section 3, select whether you want a cash distribution or a rollover. If opting for a rollover, specify the type of account (Traditional IRA or Roth IRA) and provide the existing account number.
- Complete Section 5 if you are over 70½ years old to indicate whether you have taken your Required Minimum Distribution (RMD).
- Review all sections for accuracy before signing in Section 8. Your signature confirms that you understand the terms and conditions outlined in the form.
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