Collegeamerica 529 american funds
CollegeAmerica - Guide to 529 Plans, Saving for College ...
Virginia's CollegeAmerica is an advisor-sold 529 plan that makes available a line-up target date fund portfolios, multi-fund portfolios, individual fund portfolios from American Funds through Class 529-A, 529-C, 529-E, 529-F-1, 529-F-2 and 529-F-3 shares. 5-Cap Rating Investment Options
[PDF File]American Funds 529 College Savings Account
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05/11 5 of 16. CollegeAmerica Account Application. 3. Financial adviser. This section must be filled out completely by a financial adviser. We authorize American Funds Service Company (AFS) to act as our agent for this Account and agree to notify AFS of purchases made under
[PDF File]CollegeAmerica® Program Description - American Funds
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CollegeAmerica will receive the current summary prospectus for the individual American Funds selected for their Account. This Program Description is designed to substantially comply with the Disclosure Principles Statement No. 6 adopted by the College
[PDF File]529 college savings plan
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American Funds Individual American Funds for those seeking to create custom portfolios. 1 Q4 2019 529 College Savings Quarterly Data Update from ISS Market Intelligence. 2 “Rating the Top 529 College Savings Plans,” October 2019. Morningstar ratings are based on the following criteria: process, performance, price, people and parent.
[PDF File]CollegeAmerica Program Description - SFA
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Funds offered in CollegeAmerica. Class 529-B or 529-C shares of The Cash Management Trust of America, Intermediate Bond Fund of America and Short-Term Bond Fund of America may be acquired only by exchanging from Class 529-B or 529-C shares of other American Funds.
CollegeAmerica Program Description - Capitol Group
You may purchase through your financial adviser, Class 529-A, 529-C or 529-F-1 shares of one or more of the American Funds offered in CollegeAmerica. Class 529-C shares of American Funds Money Market Fund, Intermediate Bond Fund of America and Short-Term Bond Fund of America may be acquired only by exchanging from Class 529-C shares of other ...
[PDF File]Virginia529 CollegeAmerica Distribution Request
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3. Rollover to a non-American Funds 529 account (Section 4 must be completed.) 4. Repurchase shares in either a new or existing American Funds account (any account type except a CollegeAmerica 529). If opening a new account, complete and attach the appropriate application.
[PDF File]CollegeAmerica Application
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CollegeAmerica is distributed by American Funds Distributors, Inc. Interests in CollegeAmerica are sold through unaffiliated intermediaries. Table of contents Account Application 3 To open a CollegeAmerica 529 Account, complete pages 3–7, including the signature of the Account Owner in Section 8.
[PDF File]CollegeAmerica Program Description Your Guide to the ...
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Available American Funds The following American Funds have been approved by the Virginia529 Board to be offered in CollegeAmerica. The Board may, at any time and without prior notice to Account Owners, change the investment options that are available for future contributions and existing Accounts. Growth funds Growth-and-income funds
[PDF File]CollegeAmerica Application
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A CollegeAmerica Account with American Funds can help offset the costs of higher education. This booklet has been designed to simplify the process of opening a CollegeAmerica Account. Table of contents Account Application 3 To open a CollegeAmerica 529 Account, complete pages 3–9, including the signature of the Account Owner in Section 10.
[PDF File]CollegeAmerica Rollover/Transfer Request
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This is confirmation that American Funds has established the CollegeAmerica account referenced above. CollegeAmerica is a 529 college savings plan as described in Section 529 of the Internal Revenue Code. It is offered by Virginia529, an independent agency of the Commonwealth of Virginia, with American Funds as Program Manager. Rollover checks
College Savings Report - Capital Group
CollegeAmerica® 529 Savings Plan CollegeAmerica offers the tax advantages, flexibility and control of investing in a 529 plan, plus built-in simplicity and quality investment options from the American Funds. • Launched in 2002 • Chosen by more than 110,000 advisors and more than 1 million families nationwide
[PDF File]CollegeAmerica® 529 College Savings Plan
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The money market fund has a $1,000 minimum initial investment. All available funds have a $25 minimum if you participate in a CollegeAmerica . ployer-sponsored program.em. 5. Morningstar 529 College-Savings Plan Landscape (2016) 6. ased on Class A share results for rolling periods through December 31, 2017.
[PDF File]CollegeAmerica Program Description - CGI
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Available American Funds.The following American Funds have been approved by the Virginia529 Board to be offered in CollegeAmerica. The Board may, at any time and without prior notice to Account Owners, change the investment options that are available for future contributions and existing Accounts. Growth funds Growth-and-income funds AMCAP Fund ...
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