New Account Application - American Funds Form Page 3
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5Employer-Sponsored CollegeAmerica
New Account Application
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Bank information
Before completing this section, read the signature guarantee requirements below.
Signature guarantee requirements:
•
To purchase shares or to fund the Account electronically via ACH: The bank account owner’s/co-owner’s signature ( s ) must be
guaranteed if the name of the CollegeAmerica Account Owner is not on the bank account registration.
•
To sell shares electronically: The Account Owner’s signature must be guaranteed if the bank account registration does not include
the CollegeAmerica Account Owner’s name.
Note: If a signature guarantee is required, sign and have your signature guaranteed in Section 7. An application with a signature guarantee
cannot be signed electronically or faxed. Mail the completed forms to the appropriate service center for your state using the instructions
on page 1.
Instructions: To avoid delays in processing this application, provide your bank information.
A. Attach an unsigned, voided check where indicated below.
John Doe
DATE
Bank account registration
PAY TO THE
$
ORDER OF
DOLLARS
Anytown Bank
Bank name
|: 999999999 |:
0000000000 ||:
Bank routing number
Bank account number
B. If approved by American Funds to sign this application electronically, use a physical check as a guide and provide the requested
information below. This will allow American Funds to electronically draft funds from the designated bank account.
Bank account registration
Bank name
Bank routing number ( example —
|: 999999999 |:
)
Bank account number ( example —
0000000000 ||:
)
Link bank information to purchase and/or sell shares ( optional ):
Once the sell option is established, there will be a 10-day waiting period before it can be used. ACH purchase is available once the Account
has been established.
□
Link my CollegeAmerica Account to my bank account using the information provided above so that I can perform the following
transactions by telephone and online at
□
□
□
Purchase
Sell
Both
•
Your election will apply to all of your fund holdings unless you specify otherwise. ( Please check your fund prospectuses
Notes:
for maximum purchase and redemption limits and for any share class purchase limits. )
•
You may cancel the ACH option at any time online at or by calling us at ( 800 ) 421-4225.
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