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Clear and reset formRecordkeeperDirectRequest for cash Distribution or Rollover Please call your former employer to learn how to pay back an outstanding loan prior to submitting this form. If you
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To fill out American Funds Retirement, follow these steps:
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Obtain and review the American Funds Retirement application form.
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Fill out your personal information accurately, including your full name, contact details, and Social Security Number.
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Provide information about your current employment status and employer, such as the name and address of your company.
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Indicate your desired investment amount and contribution frequency.
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American Funds Retirement is a retirement investment platform offered by American Funds, a mutual fund company.
Individuals who have opened retirement accounts with American Funds are required to file American Funds Retirement.
To fill out American Funds Retirement, individuals need to provide personal information, investment preferences, and beneficiary details.
The purpose of American Funds Retirement is to help individuals save for retirement and grow their investments over time.
Information such as account balances, contributions, and investment performance must be reported on American Funds Retirement.
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