Forms & Literature

CollegeAmerica Account Application (Hard Copy)

Use this application to establish a 529 CollegeAmerica savings account.

To open a trust or entity account or an account funded with UGMA/UTMA assets, a CollegeAmerica Supplemental Account Application... Details

CollegeAmerica Account Change Request

Request a transfer of ownership or name a new beneficiary or successor owner. If the Account Owner is changing his or her name, submit a Name Change Request. Details

CollegeAmerica Account Options

Add or update CollegeAmerica account options. If changing only the bank information, use the Add/Update Bank Information form. Details

CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

CollegeAmerica Distribution Request

Request a distribution from your CollegeAmerica account. Details

CollegeAmerica Employer Authorization

Form used by an employer to establish a CollegeAmerica savings program for its employees. Details

CollegeAmerica Payroll Deduction Election

CollegeAmerica Payroll Deduction Election form available to employers offering an Employer-sponsored CollegeAmerica 529 payroll de... Details

CollegeAmerica Program Description

Description of the CollegeAmerica plan that outlines the plan in detail. Also includes contribution information for employer-sponsored CollegeAmerica plans. Details

CollegeAmerica Rollover/Transfer Request (Digital)

Use to request a rollover from a 529 program or transfer from a Coverdell Education Savings Account (ESA) not held with American Funds to a CollegeAmerica account.

For the hard copy version, see the CollegeAmerica Rollover/Transfer Request (Hard Copy). ... Details

CollegeAmerica Rollover/Transfer Request (Hard Copy)

Use to request a rollover from a 529 program or transfer from a Coverdell Education Savings Account (ESA) not held with American Funds to a CollegeAmerica account.

For the digital version, see the CollegeAmerica Rollover/Transfer Request (Digital). ... Details

CollegeAmerica Share Class Conversion

Use this form to convert another 529 share class to 529-A, 529-E or 529-F-2 shares without automated fee debiting. Details

CollegeAmerica Supplemental Account Application

Supplement to the CollegeAmerica Account Application that includes the appropriate information for an advisor to open a trust or e... Details

CollegeAmerica to Roth IRA Rollover Request

Use this form to request a rollover from a CollegeAmerica 529 account to a new or existing American Funds Roth IRA owned by the Co... Details

Commission-Based Financial Professional Change Request

RecordkeeperDirect plan sponsors can use this form to update financial professional information. This form should be used if the f... Details

Cost Basis Update Request

Form used to update the cost basis method on non-retirement accounts. Details

Court-Ordered Division of Assets

Initiate a division of assets pursuant to a Qualified Domestic Relations Order (QDRO) for a 403(b), 457(b), MPP/PSP, or Texas ORP retirement plan account. This form should be submitted with the Alternate Payee Distri... Details