New Account Application - American Funds Form
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Employer-Sponsored CollegeAmerica
®
New Account Application
Note: All investments must be submitted electronically via Automated Clearing House ( ACH ) . Do not send any investments by check.
Financial professional: If a signature guarantee is not required and you have prior approval from both American Funds and your home office,
you can complete and submit this application, signed electronically. Once the application has been signed, you must print and deliver a copy of
this application to the Account Owner.
1
Account registration
Important: This section must be completed, and the application must be signed in Section 7 before an Account can be established.
Please type or print clearly.
A. Employer information
–
Name of employer
Employer Identification Number
( Please contact your employer for this information. )
B. Account Owner: the sole individual establishing and controlling a CollegeAmerica Account. The Account Owner must be an employee
of the employer named above.
–
–
–
–
(
)
Ext.
SSN of Account Owner
Date of birth of Account Owner ( mm/dd/yyyy )
Daytime phone
First name of Account Owner
MI
Last
Country of citizenship
-
Residence address ( physical address required — no P.O. boxes )
City
State
ZIP
-
Mailing address ( if different from residence address )
City
State
ZIP
C. Beneficiary: the person on whose behalf the Account is opened and who is entitled to receive its benefits for the purpose of higher education.
First name of Beneficiary ( print )
MI
Last
Country of citizenship
–
–
–
–
SSN of Beneficiary
Date of birth of Beneficiary ( mm/dd/yyyy )
2
Successor Owner
The Successor Owner must be a U.S. citizen or legal U.S. resident and becomes the Owner of the Account in the event the Account Owner
dies or becomes legally incompetent. The Successor Owner cannot be the same person as the Account Owner.
–
–
First name of Successor Owner ( print )
Last
Date of birth of Successor Owner ( mm/dd/yyyy )
MI
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. )
Call from anywhere in the U.S., 8 a.m. to 8 p.m. Eastern time, ( 800 ) 421-4225.
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