American funds loan request form 2026

1. Click ‘Get Form’ to open the american funds loan request form in the editor.
2. Begin by filling out the 'Plan and participant information' section. Clearly type or print the plan name, participant's first name, middle initial, last name, plan ID number, address, city, state, ZIP code, and the last four digits of the SSN.
3. In the 'Loan request' section, specify the loan amount requested, interest rate, first payment due date, number of payments, and duration. Choose how often payments will be made (weekly, biweekly, etc.) and enter the anticipated payment amount.
4. Complete the 'Delivery instructions' section by selecting where to mail the payment. If expedited delivery is needed, provide the delivery service name and account number.
5. In the 'Authorization' section, have plan trustees or authorized signers certify compliance with regulations by printing their names and signing with dates.
6. Finally, ensure that a Third-Party Administrator completes Section 5 regarding vested percentages before submitting your form.

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