Get Recordkeeperdirect Deconversion Request - American Funds

This guide provides clear and supportive instructions for filling out the RecordkeeperDirect Deconversion Request form for American Funds online. By following these steps, users can ensure a smooth and efficient completion of the form.

Follow the steps to successfully complete the deconversion request.

1. Press the ‘Get Form’ button to obtain the deconversion request form and open it for editing.
2. Begin by filling out the plan information section. This includes entering the plan name, plan ID number, and the names and contact details of the plan trustees or authorized signers.
3. In the deconversion details section, specify the date assets are to be liquidated, ensuring to format it as mm/dd/yyyy.
4. Select the payment method for any current and outstanding fees. If applicable, check the appropriate boxes, including options like 'Check' or 'Deduction from participant accounts'. Provide any specific payment instructions as necessary.
5. Next, indicate the name of the financial institution to which the assets will be transferred. Choose whether the assets will be sent by 'Check' or 'Wire' and include the necessary mailing or wiring instructions.
6. Fill in the recipient's details for the final deconversion data file. This includes their name, daytime phone, email address, and a password for file encryption.
7. If applicable, document the removal of CB&T as the plan trustee or 403(b) custodian by uploading all required documentation including letters of acceptance and instruction.
8. Provide reasons for the deconversion by checking all relevant options. This feedback assists in improving services.
9. In the authorization section, sign and date the form as the plan trustee or authorized signer, confirming the request to terminate services.
10. Finally, save changes to the completed form. Users can choose to download, print, or share the form, ensuring they keep a copy for their records.

Start completing your deconversion request form online today for a streamlined process.