Virginia529
CollegeAmerica
Distribution Request
6
Authorization and signature guarantee
I direct American Funds Service Company ( AFS ) to make distributions from the CollegeAmerica Account in the manner I have indicated, and
I assume sole responsibility for the tax consequences of the above election. I certify that the above information and attached documentation
are accurate, and I am entitled to receive the payments for which I have applied.
In consideration of AFS acting on such instructions and processing such transactions, or should I not be entitled to all or any part of the
payments for which I have applied, I agree to hold harmless and indemnify Virginia529; AFS; any of their affiliates or mutual funds managed
by such affiliates; and each of their respective directors; trustees; officers; employees; and agents from any losses, expenses, costs or liability
( including attorney fees ) that may be incurred as a result of AFS acting on such instructions. In addition, if direct deposit payments are
requested, I understand that this payment may be terminated by me at any time by telephone or written notification to AFS. The termination
request will be effective as soon as AFS has had reasonable time to act upon it.
First name of Account Owner ( print )
MI
Last
X
/
/
Signature of Account Owner or Custodian for UGMA/UTMA
Date
( mm/dd/yyyy )
A signature guarantee is required if your redemption request is:
GUARANTOR:
•
greater than $125,000
Stamp signature guarantee or medallion guarantee here.
•
made payable to someone other than the Account Owner or an
eligible educational institution
•
made payable to the beneficial owner and is greater than $25,000
•
being electronically deposited to a bank account with a registration
that does not include the CollegeAmerica Account Owner
•
being electronically deposited to a bank account on file with AFS
and the bank information has changed in the last 10 calendar days
•
being mailed to the address of record and the address has changed in the last 10 calendar days
•
being mailed to an address other than the address of record or eligible educational institution.
If required, signatures must be guaranteed by a bank, savings association, credit union, member firm of a domestic stock exchange or
the Financial Industry Regulatory Authority that is an eligible guarantor institution. A notary public is NOT an acceptable guarantor.
The guarantee must be in the form of a stamp or a typewritten or handwritten guarantee that is accompanied by a raised corporate seal.
Note: A medallion guarantee is acceptable in place of a signature guarantee.
Virginia529
SM
CollegeAmerica is a nationwide plan sponsored by
Indiana Service Center
Virginia Service Center
Please mail
this form to
American Funds Service Company
American Funds Service Company
the appropriate
P.O. Box 6273
P.O. Box 2713
service center.
Indianapolis, IN 46206-6273
Norfolk, VA 23501-2713
( If you live outside
Overnight mail address:
Overnight mail address:
the U.S., mail the
12711 N. Meridian St.
5300 Robin Hood Rd.
form to the Indiana
Carmel, IN 46032-9181
Norfolk, VA 23513-2430
Service Center. )
If you have questions or require more information, contact your financial advisor or call American Funds Service Company at ( 800 ) 421-4225.
4 of 4