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Mukilteo School District

American Funds Distributors, Inc

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

General Status

TRANSACTION PROCESSING ALERT: 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. 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, follow the 403(b) Enrollment Procedures linked above.

Landing Pages

Product and Fee Information

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

Marketing Information

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

  • Advisors

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • American Funds 403(b) Consumer Education Page
  •  

    Mukilteo Status

    American Funds Distributors, Inc. has confirmed that the "American Funds 403(b) Basic Vendor Agreement for Individual Custodial Accounts" submitted by Mukilteo School District has been accepted in its entirety. Therefore, contributions may continue, new American Funds accounts may be established, and contract exchanges into, plan-to-plan transfers into, and rollover contributions into American Funds 403(b)(7) individual custodial accounts will be allowed indefinitely into the future.

    Mukilteo Plan Number

    When contacting American Funds to open an account, please reference Plan Number: 65880

    Mukilteo Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

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

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

    Roth 403(b) Contribution Policy

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

    Vendor Forms and Online Submissions Links

    When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact American Funds to request your form.