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American funds distribution form

American funds rollover form 2025

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The document is a Request for Cash Distribution or Rollover form from RecordkeeperDirect®, detailing the process for participants to request cash distributions or rollovers of retirement plan assets. It includes instructions on tax implications, options for direct rollovers to IRAs or employer plans, and necessary participant information. Additionally, it provides guidelines on tax withholding, required minimum distributions for participants over 70½, and specific rules regarding after-tax contributions and loans. The document emphasizes the importance of consulting with financial professionals and understanding the tax consequences of distributions.

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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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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to get money out of American Funds?

The best place to start is to talk to a consultant at 1-888-345-9166.

How do I access my 401k American Funds?

If you wish to access your retirement plan account or login page, you will need to visit your plans website. Your retirement plans website address is available from your companys human resources department. It may also be printed in your enrollment book or on your participant statement.

What is a rollover form for a 401k?

A rollover IRA lets you consolidate and manage your old workplace savings accounts, like a 401(k), 403(b), or 457(b) in one place throughout your career.

What is the phone number for American Funds 401k rollover?

American Funds IRA Rollover Specialists are available to assist you at (800) 421-9923, Monday through Friday, from 8 a.m. to 7 p.m., Eastern time. If I roll my account into an American Funds IRA, what sales charges or account fees will I have to pay? It depends.

How to get out of American Funds?

Withdrawals of $1,000 or more can be sent via wire from Class A, C and F shares of the American Funds U.S. Government Money Market Fund. The proceeds are generally received by the bank within 2 business days.