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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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ABOUT RETIREMENT PLANS
DEVELOP INVESTMENT STRATEGY
CHANGING NEEDS
LIFE STAGES
OTHER REFERENCES
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FUND INFORMATION
How to roll your retirement plan account from your previous employer to your American Funds plan
First, confirm with your American Funds plan’s contact person that the plan accepts this type of rollover.
If your American Funds plan accepts these rollovers, here is an overview of what to do:
- From your American Funds plan contact, obtain an Incoming Rollover Request form.
- From the financial institution that holds your account from your previous employer (the "sending institution") obtain any paperwork and requirements they need for rollovers.
- Complete and return the Incoming Rollover Request form to your American Funds plan’s contact; they must have an authorized plan representative sign it and send it American Funds. Be sure to get a copy of the signed form.
- Complete and return the sending institution’s paperwork, including the "pay order information" from the Incoming Rollover Request form. If they require a letter of acceptance from American Funds, give them a copy of your completed Rollover Request (refer them to the form’s Custodial Acceptance section).
Once American Funds receives both the completed Incoming Rollover Request form and the rollover check, the funds will be invested into your retirement plan account according to your investment elections on file.
This is an overview – representatives from the sending institution and your American Funds plan will provide more details, and you’ll find instructions on the Incoming Rollover Request form itself.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.