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If you are changing only the bank information, use the Add/Update Bank Information form.
A signature guarantee may be required. See Section 6
for requirements
.
Only one bank account can be used on any Account Options form. Separate Account Options forms must be submitted if you want to use
different bank accounts for various options.
For a quick guide to fund names, numbers, minimums and share class restrictions, go to www.americanfunds.com/fundguide or contact
your nancial advisor.
1
Account information
Please type or print clearly.
Account number
A. Account Owner
( )
Name (Account Owner, trustee or custodian. Reference minor if funded with UGMA/UTMA assets.) Daytime phone
Address City State ZIP
B.Beneciary: the person on whose behalf the Account is opened and who is entitled to receive its benets for the purpose of education.
If funded with UGMA/UTMA assets, provide the name of the Beneciary of that account, not the name of the Custodian.
First name (print) MI Last
2
Link bank information to purchase and sell shares
Once the sell option is established, there will be a 10-day waiting period before it can be used. Automated Clearing House
(
ACH
)
purchase is available
upon processing this request. You may cancel the ACH option at any time online at www.americanfunds.com or by calling us at
(
800
)
421-4225.
Your election will apply to all of your current and future accounts. Please check your funds’ prospectuses for any share class maximum purchase and
redemption limits.
I would like to perform the following transactions by telephone and online at www.americanfunds.com.
(
Select only one option.
)
Purchase
Sell
Both
CollegeAmerica
®
Account Options
Clear and reset form
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Automatic purchase plan Use this option to automatically purchase shares for your
American Funds® Account
Complete steps 1–2 and 3, if applicable. Transactions will continue automatically until American Funds receives instructions to stop. To modify an
existing purchase plan, visit us at www.americanfunds.com or call us at
(
800
)
421-4225. Provide bank information in Section 4; a signature guarantee
may be required.
NOTE:FundminimumsmustbemetwithintherstvemonthsofAccountestablishment.
Fundminimums:$1,000eachformoneymarketandstate-specictax-exemptbondfundsor$250eachforallotherfunds
Establish an automatic purchase plan:
Step1: Identify the fund name or number and the purchase amount.
(
If you need more space, attach a separate page.
)
Purchaseamount
Fundnameornumber
(
$50min.perfund
)
$
$
$
$
Step2: Choose the starting month, transaction date(s) and frequency for your purchase plan. American Funds must receive your request
at least ve business days prior to the rst transaction date requested. If no date is provided below, the option will be established the
date received, and transactions will begin the following month and will occur monthly thereafter.
A.
Transactions should begin during the month of
B. Transactions should occur on the following date(s) of the month ,
(
e.g., 8th, 19th
)
C.
Frequency of automatic transactions:
Monthly
Every other month
Quarterly
Annually
Step3: Choose a stop date
(
optional
)
.
Transactionsshouldstoponthefollowingdate
(mm/dd/yyyy)
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Bank information
In lieu of a voided check, you may submit a letter from your bank providing the registration, routing number and account number. The letter must be on
the bank’s letterhead.
Attach an unsigned, voided check below. The check you attach must be preprinted with the bank name, registration, routing number
and account number.
Pleasedonotstaple.
PAY TO THE
ORDER OF
$
DOLLARS
|:
999999999
|:
0000000000
||:
John Doe
Anytown Bank
VOID
DATE
BankaccountnumberBankroutingnumber
Bankaccountregistration
Bankname
Tapeyourcheckhere.
5
Additional options
Importantnote:
IRS guidelines limit changes in 529 investment strategy to two per year. You may establish an automatic exchange plan or rebalance option
at the time of Account setup. Adding or changing an automatic exchange plan or requesting the rebalance option on an existing Account
will be considered a change in investment strategy. The request may be denied if a change in investment strategy exceeds two per year.
Refer to the CollegeAmerica Program Description for additional information or speak with a nancial advisor. You may only exchange from
one fund to another or rebalance funds within the same share class.
A.Automaticexchangeplan
Complete steps 1–2 and 3, if applicable. If you need more space, attach a separate page.
Establish an automatic exchange plan:
Step1: Identify the fund numbers and amount or percentage of exchange.
(
If you need more space, attach a separate page.
)
Note:
You can exchange from one fund to another within the same share class. See the CollegeAmerica Program Description
for exchange limitations.
Amount Annual
Fromfundnumber Tofundnumber
(
$50min.perfund
)
percentage*
$ OR %
$ OR %
$ OR %
$ OR %
* For annual percentage exchanges, the dollar amount of the automatic exchange is recalculated based on the percentage designated,
the frequency of the transactions and the Account value on each exchange date. For example, if you request a 12% annual exchange,
transacted monthly, 1% will be exchanged each month. Because of market uctuation and the amount of any previous withdrawals,
the actual exchange amount will vary with each transaction.
Continuedonnextpage
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Additional options
(
continued
)
Step2: Choose the starting month, transaction date(s) and frequency for your exchanges. If no date is provided below, the option will be
established the date received, and transactions will begin that month.
A.
Transactions should begin during the month of
B. Transactions should occur on the following date(s) of the month ,
(
e.g., 8th, 19th
)
C.
Frequency of automatic transactions:
Monthly
Every other month
Quarterly
Annually
Step3: Choose a stop date
(
optional
)
.
Transactionsshouldstoponthefollowingdate
(mm/dd/yyyy)
B.Rebalanceoption
Important:
Use this section to rebalance your Account on a schedule. Transactions will continue automatically until American Funds receives
instructions to stop. To request an immediate rebalance, visit our website at www.americanfunds.com.
You may only rebalance between funds within the same share class. If you want to rebalance funds in multiple share classes,
call us at
(
800
)
421-4225.
You may exclude the money market fund from any rebalancing request.
At least one fund in this Account must change by 5% or more in order for the Account to rebalance.
Once the rebalance option is established, any new fund added to the Account by exchange or new investment will not be included
in the rebalance transaction without specic instructions at the time the investments are received. Fund minimums must be met
and maintained; visit www.americanfunds.com for additional information.
Establish scheduled rebalance:
Step1: Identify each fund name or number to which the funds will be rebalanced and the target allocation percentage.
Exclude the money market fund from the rebalance request.
Note: If you elect to exclude the money market fund from automatic rebalancing, the total allocation percentages of the other
funds must equal 100%.
Targetallocation
percentage
Rebalanceto:fundnameornumber
(
wholepercentagesonly
)
%
%
%
%
To
tal %
(
musttotal100%
)
Step2: Identify the frequency of the scheduled rebalance.
Each rebalancing transaction will occur on the 20th of the month based on the scheduled option below. If the 20th falls
on a weekend or holiday, the rebalance will occur on the next business day.
Quarterly
(
March, June, September and December
)
Semiannually
(
June and December
)
Annually
(
December
)
Note: The request must be received at least ve business days prior to the 20th of the month in which the rebalance is to occur.
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Signature/Signature guarantee
I request the establishment of the privileges selected on this form and authorize American Funds Service Company (AFS), upon request via
telephone, fax or any other means utilizing telecommunications, including wireless or any other type of communication lines by authorized
persons with appropriate Account information, to 1) redeem fund shares from this Account and deposit the proceeds into the bank account
identied on this form, and/or 2) secure payments from the bank account into this Account. I authorize the bank to accept any such credit or
debit to my account without responsibility for its correctness. I understand that amounts invested electronically may not be redeemed for 7
business days.
I agree to hold harmless and indemnify Virginia529
SM
; AFS; any of their afliates or mutual funds managed by such afliates; and each of their
respective directors; trustees; ofcers; employees; and agents from any losses, expenses, costs or liability
(
including attorney fees
)
that may be
incurred in connection with these instructions, the exercise of the telephone and website purchase or exchange and/or redemption privileges.
I understand that this authorization may be terminated by me at any time by telephone or written notication to AFS. The termination request will
be effective as soon as AFS has had reasonable time to act upon it.
X
/ /
Signature of Account Owner
(or parent/guardian if Owner is a minor) Date (mm/dd/yyyy)
The Account Owner’s signature must be guaranteed if:
establishing electronic deposit of redemption proceeds
(
the sale of shares
)
and
the bank account registration does not include the Account Owner’s name on the CollegeAmerica Account.
X
/ /
X
/ /
Signature of bank account owner
Date (mm/dd/yyyy) Signature of bank account co-owner Date (mm/dd/yyyy)
(if different from above) (if applicable)
The bank account owner’s/co-owner’s signature
(
s
)
must be guaranteed if:
establishing electronic or automatic investments
(
the purchase of shares
)
and
the name of the CollegeAmerica Account Owner is not on the bank account registration.
If required, signatures must be guaranteed by a bank, savings association, credit union, member rm 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.
GUARANTOR:
Stamp signature guarantee or medallion guarantee here.
GUARANTOR:
Stamp signature guarantee or medallion guarantee here.
Virginia Service Center
American Funds Service Company
P.O. Box 2713
Norfolk, VA 23501-2713
Overnight mail address
5300 Robin Hood Rd.
Norfolk, VA 23513-2430
Please mail
this form to
the appropriate
service center.
(
If you live outside
the U.S., mail the
form to the Indiana
Service Center.
)
If you have questions or require more information, contact your nancial advisor or call American Funds Service Company at
(
800
)
421-4225.
Indiana Service Center
American Funds Service Company
P.O. Box 6273
Indianapolis, IN 46206-6273
Overnight mail address
12711 N. Meridian St.
Carmel, IN 46032-9181
Lit. No. CAGEFM-009-0918O CGD/9273-S60137 © 2018 Capital Group. All rights reserved. Securities offered through American Funds Distributors, Inc.
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