CollegeAmerica Application - Welcome to Integral …

1 CollegeAmerica ApplicationEverything you need to open a CollegeAmerica 529 college savings Account2 of 15 Thank you for choosing CollegeAmericaA 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 of contents account Application 3To open a CollegeAmerica 529 account , complete pages 3 9, including the signature of the account Owner in Section 10. You will need information about the account Owner, Beneficiary and Successor Owner, such as Social Security numbers, dates of birth and countries of citizenship.

2 A separate Application is required for each Beneficiary. The Beneficiary is the person on whose behalf the account is opened and who is entitled to receive its benefits. Additional account Information 10 Use this page to provide any additional information that may be required for individuals acting on behalf of the account Owner. account Options/FundsLink 11To link your bank account to your new CollegeAmerica account , or to sign up for various electronic options, complete this form (pages 11 13) and attach it to the Application .

3 You may also be able to sign up for some of these options online once your account has been established. Rollover/ Transfer Request 14If funding this account with a rollover or a transfer of assets from another 529 account , an UTMA /UGMA or a Coverdell Education Savings account (see Section 3 of the Application ), you will need to complete the CollegeAmerica Rollover/Transfer Request (pages 14 15). Complete and send the Application to the appropriate address listed on page 9, and submit the rollover/transfer request to the program manager or ESA custodian that holds the funds you want transferred to this new 529 account .

4 Fund Information AddendumThis additional document provides fund names, numbers, minimums and share class information Accessing your account online once it has been established:You will receive a Welcome package including your new account number. Once you receive it, we encourage you to visit to set up online account will enable you to: buy, sell and exchange shares online and establish automatic investment plans. view current and past account balances as well as dividend and capital gain information. manage your account information.

5 Financial adviser: If you have access, you can download this booklet from , then complete the forms electronically and print them for are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose investment in the money market fund is not insured or guaranteed by the FDIC or any other agency. Although the fund seeks to preserve the value of your investment at $ a share, it is possible to lose money by investing in the should carefully consider investment objectives, risks, charges and expenses.

6 This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before is distributed by American Funds Distributors, Inc. Interests in CollegeAmerica are sold through unaffiliated of 151 account registrationImportant: This section must be completed, and the Application must be signed in Section 10 before an account can be established. Please type or print Type of account (Select only one type of account .)

7 Individual account Transfer from an UTMA/UGMA account : If your current UTMA /UGMA assets are not held with American Funds, determine the amount you wish to transfer from your existing UTMA/UGMA account and send a check for the proceeds to CollegeAmerica . If the UTMA /UGMA assets are held at American Funds, send a written request with a signature of the current custodian to CollegeAmerica . Transfers from an UTMA /UGMA may have tax consequences. Enter the names of the adult custodian and the child on the Name line (for example, John Doe, custodian for Robert Doe ).

8 If you select this box, the account will be registered as a 529 account funded with UTMA /UGMA assets, which involves additional restrictions. Please refer to the Rollovers and transfers section of the Program Description. In Section 3, you must provide the age of majority and state where the UTMA /UGMA is currently held. Trust account Other entity* please specify *NOTE: If the account being established is for a corporation, partnership or other type of organization, include a government-issued document to evidence the existence of the entity, such as certified articles of incorporation or a business account Owner: the sole individual or entity establishing and controlling a CollegeAmerica account .

9 Note: Provide the requested information below about the account Owner, trustee or custodian. If the account is funded with UTMA /UGMA assets, provide the minor s name as instructed in Section A above. () of account Owner Date of birth of account Owner (mm/dd/yyyy) Daytime phoneName ( account Owner, trustee or custodian. Reference minor if funded with UTMA/UGMA assets.) Country of citizenshipResidence address (physical address required no boxes) City State ZIP -Email address Mailing address (if different from residence address) City State ZIP -Trust name (if applicable) SSN or TIN of trust Date of trust (if applicable) (mm/dd/yyyy) Note: Your privacy is important to us.

10 We may use email addresses for periodic account -related messages only. For information on our privacy policies, visit Beneficiary: the person on whose behalf the account is opened and who is entitled to receive its benefits for the purpose of higher education. If UTMA/UGMA funded, provide the name of the Beneficiary of the name of Beneficiary (print) MI Last SSN of Beneficiary Date of birth of Beneficiary (mm/dd/yyyy) Country of citizenshipCollegeAmericaAccount Application4 of 15 CollegeAmericaAccount Application01/132 Successor Owner or Successor Custodian designationComplete either A or B in this section.