Get American Funds Transfer Registration Change Request

Completing the American Funds Transfer Registration Change Request online is a straightforward process that allows you to transfer shares to a new or existing American Funds account or update your account registration. This guide provides clear steps to help you through each section of the form.

Follow the steps to successfully complete your transfer registration change request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill out the current account registration section. Enter your account number, daytime phone number, account registration, address, city, state, and ZIP code exactly as they appear on your existing American Funds account statement. Check the box if your address is new.
3. Indicate the reason for the request. Only select one option that applies: either a registration change or transfer not due to death, or a transfer due to death. If relevant, provide the date of death and any details regarding the transfer.
4. Complete the new account registration section. If transferring assets to a new account, provide necessary information such as account registration type, owner or custodian's name, social security number or taxpayer identification number, date of birth, and physical address. Ensure that this information is accurate.
5. Choose between a total transfer or partial transfer of assets. If partial, specify the amount, number of shares, or percentage to be transferred. Ensure that your requested transaction complies with the fund minimums.
6. Fill in the financial advisor information for the new owner if required. If this section is left blank, the previous owner's financial advisor will be recognized.
7. Sign where required for authorization and certification. Ensure both current and new owners, co-owners, trustees, or custodians sign the form. Keep in mind that if ownership is changing, signatures must be guaranteed.
8. Review all the information provided for accuracy. Once completed, users can save changes, download, print, or share the form as needed.

Start completing your American Funds Transfer Registration Change Request online today.