American Funds College America 529 Phone Number

American funds service company p o.

American funds college america 529 phone number. Name of broker dealer firm as it appears on the selling group agreement signature of person authorized to sign for the dealer. Collegeamerica is virginia529 s partnership with capital group home of american funds one of the oldest and largest mutual fund companies in the country. Collegeamerica and ableamerica are distributed by american funds distributors inc. Collegeamerica s fees were in the top quartile of 30 and 18 plans based on the average annual asset based fees for national advisor sold and fee based advisor sold 529 plans respectively.

As a matter of fact since 2004 collegeamerica has consistently been recognized as among america s best by morningstar a premiere investment research company. 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. Meridian street carmel in 46032 9181. Collegeamerica and ableamerica are sponsored by virginia529.

529 college savings quarterly fee analysis iss market intelligence 4q 2019. American funds college fund. Box 2280 norfolk va 23501 2280. Indicate one of the following years.

Nvest my contributioni s in the american funds college target date series. American funds 529 college savings account rcm 1. If a fund is not specified investments will be placed in the money market fundby default. Capital bank and trust company.

Depending on your state of residence there may be an in state plan that provides state tax and other state benefits not available through collegeamerica such as financial aid scholarship funds and protection from creditors or ableamerica. Box 6273 indianapolis in 46206 6273. As of september 30 2019. 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.

Box 6007 indianapolis in 46206 6007. For fund names numbers and minimums see the fund. Name exactly as it appears on firm s registration adviser id number branch number daytime phone branch address city state zip x. 2021 2024 2027 2030 2033 or 2036.

Capital bank and trust company p o. American funds distributors inc member finra. Before investing in any state s 529 plan investors should consult a tax advisor. And sold through unaffiliated intermediaries.

Collegeamerica aum is 70 5b. American funds cb t 5300 robin hood rd. Unlike other 529 plans collegeamerica offers the unique opportunity to choose from a variety of american funds while working with your financial adviser to build a college savings plan that meets your specific needs. American funds service company.

Box 2560 norfolk va 23501 2560. One of the the most effective ways to save for college is with a 529 savings plan collegeamerica is the nation s largest 529 savings plan 1 with more than 1 million families invested.