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CCC will be closed on Thursday, November 27th and Friday, November 28th for the Thanksgiving Holiday.

Klamath County School District

American Funds Distributors, Inc
(aka: American Funds)

This Vendor Page has not been approved by American Funds Distributors, Inc,
but the information provided should be useful to you.

American Funds Distributors, Inc (aka: American Funds) - General Status

If you are an employee and wish to contribute to an American Funds 403(b) account, please check the Employer's List of 403(b) vendors to see if this Vendor holds a Active Payroll Slot.

TRANSACTION PROCESSING ALERT: American Funds transaction documents may require a signature guarantee. If your transaction documents require a signature guarantee American Funds will require the original documents to process your transaction. To expedite the processing of a transactions requiring signature guarantee, please fax the transaction documents to CCC at 503-968-7802 with a cover notating you are sending originals to American Funds, then mail your original documents to American Funds with a cover sheet that states "plan administrator authorization to follow under separate cover". CCC will fax our authorization to American Funds (they do not require our original signatures).

Please note that no loans or hardship distributions are allowed through American Funds

ENROLLMENT ALERT: The American Funds "New Participant Enrollment for 403(b) Basic Individual" account form instructs participant to remit the form to their employer then the employer is to send the form to American Funds. Please note that the account must be opened before your salary deferrals to the account may start. If you submit both and SRA and this enrollment form to the employer at the same time, the deferral on the SRA should reflect a start date that allows sufficient time for your employer to submit and American Funds to open your new account. If you submit the enrollment form to your employer to forward to American Funds it may be necessary to start your deferral on the payroll cycle following your next check to ensure the account has been opened and the remittance check will be accepted by the vendor.

Please note that the enrollment documents do not require your employer's authorization under the plan. The enrollment process may be expedited by faxing the completed enrollment form directly to American Funds at 1-888-421-4371 prior to submitting an SRA to your employer. Once you have verified the account was established, remit your SRA with a copy of the enrollment form with notation of when the form was faxed to American Funds to your employer.

American Funds Distributors, Inc (aka: American Funds) Web Homepage

American Funds Homepage may be accessed here .

Product Information

Click the link(s) below for information on American Funds investment products:

Fee Information

Click the link(s) below for information on the fees associated with American Funds accounts:

403(b) Investment Options

American Funds offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (Load)
  • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
  • End of List

Roth 403(b) Contribution Policy

American Funds does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of American Funds are marketed using the following approaches:

  • End of List Declared by American Funds

Helpful Employee Resources

American Funds provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with American Funds, please visit our General American Funds Distributors, Inc Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

American Funds Distributors, Inc (aka: American Funds) - Klamath County Status

To Be Determined

American Funds Distributors, Inc Plan Number

When contacting American Funds or its local contacts, have ready your Klamath County - American Funds Distributors, Inc GROUP NUMBER: 60260

Klamath County EIN

When contacting American Funds or its local contacts, you may require the Klamath County EIN: 936000543

Klamath County Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for American Funds on Klamath County list of authorized vendors.

  • 403(b) Customer Service (Participants and Plan Sponsors) - 800-421-4225

Request Additional Information from American Funds Distributors, Inc

Contact American Funds directly if you have additional questions about American Funds products or services.

Information Sharing Agreement, If Applicable

American Funds Distributors, Inc has signed a Direct Information Sharing Agreement with Klamath County and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Klamath County 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Klamath County requires a minimum monthly contribution of $50.00. Some Vendors may require minimum amounts higher than this while others may not (see below).

Vendor Minimum Contribution

American Funds Distributors, Inc does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

American Funds Distributors, Inc has supplied the following forms which may be PDFs or online submittals:

Please contact American Funds to request any other type of forms you might need.

Klamath County Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Klamath County 403(b) Plan and much more on the Klamath County Information Page, available by clicking here.