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Clear and reset formRecordkeeperDirect QDR Transfer Authorization Information for Plan Sponsor: The two forms described below are required to transfer and distribute awarded assets to an alternate
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Recordkeeperdirect - American Funds is a retirement plan service offered by American Funds, a provider of mutual funds.
Employers or plan administrators who utilize the recordkeeperdirect - American Funds service are required to file.
The form for recordkeeperdirect - American Funds can be completed online through the American Funds website or by contacting their customer service.
The purpose of recordkeeperdirect - American Funds is to provide a platform for managing retirement funds and investments.
Information such as employee contributions, fund performance, and account balances must be reported on recordkeeperdirect - American Funds.
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