American Funds Transfer Registration Change Request Form
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People also ask
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How do I change my name on my account?
To change your name or title: Bring a government-issued photo ID plus any additional documentation specific to your situation to any financial center. An associate will give you forms to complete and will assist you with obtaining a new debit card and/or credit card.
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How do I change my last name on college Board?
How do I update my information? Sign in to My AP and navigate to My AP Profile to make any changes. If your first name, last name, middle initial, or date of birth need to be changed, contact AP Services at 888-225-5427 (toll free in the United States and Canada) or 212-632-1780.
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How do I change the beneficiary name on my 529 plan?
However, the 529 plan account owner may change the beneficiary to a qualifying family member of the current beneficiary at any time without the tax consequences of a non-qualified withdrawal by completing a form on the 529 plan's website.
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Is American Funds a transfer agent?
Is American Funds a custodian of the assets? American Funds Service Company® (AFS) is a transfer agent, not a qualified custodian.
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How do I contact American funds?
(888) 421-4351 AMERICAN FUNDS SERVICE COMPANY. P.O. Box 6007. Indianapolis, IN 46206-6007. CAPITAL BANK AND TRUST COMPANY. P.O. Box 6164. Indianapolis, IN 46206-6164. COLLEGEAMERICA® / ABLEAMERICA℠ P.O. Box 6273. Indianapolis, IN 46206-6273. OVERNIGHT MAIL ADDRESS. 12711 N. Meridian Street. Carmel, IN 46032-9181.
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Are Capital Group and American Funds the same company?
Capital offers a range of products focused on active management, including more than 40 mutual funds through its subsidiary, American Funds Distributors, as well as separately managed accounts (or collective investment trusts), private equity, investment services for high net worth investors in the U.S., and a range of ...
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How do I change my name on my College America 529 account?
To change the beneficiary, complete the CollegeAmerica Account Change Request (PDF). If you want to change the beneficiary and process a distribution to the new beneficiary, also complete the CollegeAmerica Distribution Request (PDF) and submit both forms together.
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How do I contact American Funds college America 529?
Contact us at (800) 421-4225. Complete the CollegeAmerica Distribution Request (PDF). If a signature guarantee isn't required, you can submit the completed form online. Note: Distributions payable to the account owner are reported under the account owner's SSN.
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