CollegeAmerica® 529
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Open
Applications
Standard account
Use this application to open a CollegeAmerica account for a single owner and single beneficiary.
Complete the CollegeAmerica Account Application.Multiple accounts
Use this application to open CollegeAmerica accounts for a single owner and up to three beneficiaries per form.
Complete the CollegeAmerica Account Application (for Multiple Beneficiaries).Trust or UGMA/UTMA account
If a trust will be investing in the account, or if it will be funded with UGMA/UTMA assets, use this application and include this supplemental application.
Complete the CollegeAmerica Supplemental Account Application..png/_jcr_content/renditions/cq5dam.web.1280.1280.png?ch_ck=1631577223000)
See guidelines on eligibility, contribution limits, fee information and more in Opening CollegeAmerica accounts.
Rollovers and transfers
Open a CollegeAmerica account with funds from another savings plan
Use this form, with an application, to request a transfer or rollover into a CollegeAmerica account. Contact the resigning institution for their requirements to transfer the assets to American Funds.
Complete the CollegeAmerica Rollover/Transfer Request.
Open a CollegeAmerica account with a gift of shares
Use this form, with an application, to transfer existing American Funds shares to open a CollegeAmerica account.
Complete the Gift of Shares Request.
For guidelines on moving funds, how rollovers affect your client’s taxes and more, visit CollegeAmerica incoming rollovers.
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Contact us
Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.
For financial professionals only. Not for use with the public.
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.
The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.
CollegeAmerica is distributed by Capital Client Group, Inc. and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state’s 529 plan, investors should consult a tax advisor.