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 .
Click the link(s) below for information on American Funds investment products:
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.
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) - JCSD 509-J Status
JCSD has set up a group pricing arrangement for the benefit of participants who wish to use American Funds. For more information please contact Annette Vardanega (JCSD's Local Contact for American Funds).
American Funds Distributors, Inc Plan Number
When contacting American Funds or its local contacts, have ready your JCSD 509-J - American Funds Distributors, Inc GROUP NUMBER: Employer 164381339, Deferral Code 67004
JCSD 509-J EIN
When contacting American Funds or its local contacts, you may require the JCSD 509-J EIN: 936000537
JCSD 509-J 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 JCSD 509-J list of authorized vendors.
- Annette Vardanega (Edward Jones) - 541-574-0423
Request Additional Information from American Funds Distributors, Inc
Contact American Funds directly if you have additional questions about American Funds products or services.
American Funds has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
American Funds Distributors, Inc has signed a Direct Information Sharing Agreement with JCSD 509-J and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into JCSD 509-J 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
American Funds Distributors, Inc
does not require any monthly contribution amount
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.
JCSD 509-J Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the JCSD 509-J 403(b) Plan and much more on the JCSD 509-J Information Page, available by clicking here.