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Clear and reset formRecordkeeperDirect Freebased Financial Professional Change Request Information for the Plan Sponsor: Use this form to change the plans current financial professional to a freebased

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How to fill out wwwcapitalgroupcomadvisorliteraturefee-based financial professional change

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Visit the website www.capitalgroup.com/advisorliteraturefee

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Who needs wwwcapitalgroupcomadvisorliteraturefee-based financial professional change?

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Individuals who are looking to make a change to their fee-based financial professional at Capital Group

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What is www.capitalgroup.com/advisor-literature/fee-based financial professional change?

This form is used to report changes in fee-based financial professionals associated with Capital Group.

Who is required to file www.capitalgroup.com/advisor-literature/fee-based financial professional change?

Any financial professional who is registered or affiliated with Capital Group and has changes in their fee-based structure is required to file this form.

How to fill out www.capitalgroup.com/advisor-literature/fee-based financial professional change?

The form can be filled out online on the Capital Group website by entering the required information about the changes in the fee-based structure of the financial professional.

What is the purpose of www.capitalgroup.com/advisor-literature/fee-based financial professional change?

The purpose of this form is to ensure that any changes in fee-based financial professionals are accurately recorded and reported.

What information must be reported on www.capitalgroup.com/advisor-literature/fee-based financial professional change?

The form requires information such as the name of the financial professional, the changes in the fee-based structure, and the effective date of the changes.

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