American Funds 529 Distribution Form

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Try our online distribution process instead of paper forms for more convenience, efficiency and safety. Web use to request a rollover from a 529 program or transfer from a coverdell education savings account (esa) not held with american funds to a collegeamerica account. Participants can initiate withdrawal requests for most common distribution types from the participant website, or you can.

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Web use to request a rollover from a 529 program or transfer from a coverdell education savings account (esa) not held with american funds to a collegeamerica account. Web to set up a recurring distribution to satisfy your required minimum distribution, use the required minimum distribution request. You must mail us the collegeamerica distribution request (pdf) with a. Web complete.

Click The Loans & Withdrawals Tab.

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If The Withdrawal Is For More Than $25,000:

Web general client kit with everything you need to offer and open a collegeamerica 529 savings plan account. Web use to request a rollover from a 529 program or transfer from a coverdell education savings account (esa) not held with american funds to a collegeamerica account. And sold through unaffiliated intermediaries. Web complete the collegeamerica distribution request (pdf).

If A Signature Guarantee Isn't Required, You Can Submit The Completed Form Online.

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