Fillable Form 1: Add/Update Bank Information Information about you (Capital Group)

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Form 1: Add/Update Bank Information Information about you (Capital Group)

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1 of 4
Add/Update Bank Information
04/21
Use this form to add or update your bank information to purchase and/or sell shares. You may also add or update bank information for
online investing at www.capitalgroup.com. To establish new account options or to make additional updates, use the appropriate Account
Options form.
1
Information about you
Please type or print clearly.
Name(s) of owner(s)
Address City State ZIP
( )
Email address* Daytime phone
□
Check here if the mailing address listed above is new. Our records will be updated accordingly.
This request applies to the following American Funds account numbers:
*Your privacy is important to us. For information on our privacy policies, visit www.capitalgroup.com.
2
Link bank information to purchase and sell shares
Once the sell option is established, there will be a 10-day waiting period before it can be used. Automated Clearing House
(
ACH
)
purchase is available
upon processing this request. You may cancel the ACH option at any time online at ww w.capitalgroup.com or by calling us at
(
800
)
421-4225.
Your election will apply to all of your current and future accounts.
I would like the option to perform the following transactions by telephone and online at www.capitalgroup.com.
(
Select only one option.
)
□
Purchase
□
Sell
□
Both
Virginia Service Center
American Funds Service Company
P.O. Box 2280
Norfolk, VA 23501-2280
Overnight mail address
5300 Robin Hood Rd.
Norfolk, VA 23513-2430
Fax
(
888
)
421-4351
Please mail or
fax this form to
the appropriate
service center.
(If you live outside
the U.S., mail the
form to the Indiana
Service Center.)
If you have questions or require more information, contact your nancial professional or call American Funds Service Company at
(
800
)
421-4225.
Indiana Service Center
American Funds Service Company
P.O. Box 6007
Indianapolis, IN 46206-6007
Overnight mail address
12711 N. Meridian St.
Carmel, IN 46032-9181
Fax
(
888
)
421-4351
Clear and reset form
2 of 4
Add/Update Bank Information
04/21
3
Bank information
We will use a third-party service to validate your bank information. Refer to the Bank Verication Terms & Conditions.
Request type:
□
The bank information below will replace any and all bank information currently on le. If you have automatic purchase or withdrawal
options, this form must be received at least 10 calendar days prior to the next draft date.
OR
□
The bank information below is in addition to the bank information currently on le. Existing automatic purchase and/or withdrawal
options will not be updated unless specic instructions are provided.
Note: If no box is checked, the bank information below will replace any and all bank information currently on le.
Attach an unsigned, voided check below. The check you attach must be preprinted with the bank name, registration, routing number
and account number. Please do not staple.
PAY TO THE
ORDER OF
$
DOLLARS
|:
999999999
|:
0000000000
||:
John Doe
Anytown Bank
VOID
DATE
Bank account numberBank routing number
Bank account registration
Bank name
Tape your check here.
Note: In lieu of a voided check, you may submit a letter from your bank providing the registration, routing number, account number and account
type (checking or savings). The letter must be on the bank’s letterhead.
Complete the following ONLY if you are signing this document electronically. Approval from American Funds must be obtained
by your nancial professional’s rm before this document can be signed electronically. If signing electronically, a voided check or
letter from your bank is not required.
Bank name Bank routing number
□
Checking OR
□
Savings
Bank account number Bank account registration (the name preprinted on the check)
3 of 4
Add/Update Bank Information
04/21
4
Signature
(
s
)
I/We request the establishment of the privileges selected on this form and authorize American Funds Service Company
®
(AFS), upon request
via phone, fax or any other means utilizing telecommunications, including wireless or any other type of communication lines by authorized
persons with appropriate account information, to 1
)
redeem fund shares from this/these account
(
s
)
and deposit the proceeds into the bank
account identied on this form, and/or 2
)
secure payments from the bank account into this/these account
(
s
)
. I/We authorize the bank to
accept any such credit or debit to my/our account without responsibility for its correctness. I/We have read, understand and agree to the
Bank Verication Terms & Conditions, and I/we authorize AFS to access records from public and proprietary sources in order to validate that
I/we am/are the bank account owner(s). I/We understand that amounts invested may not be redeemed for 7 business days.
In consideration of AFS acting on such instructions and processing such transactions, I/we agree to hold harmless and indemnify AFS; any of
its afliates or mutual funds managed by such afliates; and each of their respective directors; trustees; ofcers; employees; and agents from
any losses, expenses, costs or liability
(
including attorney fees
)
that may be incurred as a result of AFS establishing these privileges or acting
on such instructions. I/We understand that this authorization may be terminated by me/us at any time by telephone or written notication to AFS.
The termination request will be effective as soon as AFS has had reasonable time to act upon it.
If this document is signed electronically, I/we consent to be legally bound by this document and subsequent terms governing it. The
electronically signed copy of this document should be considered equivalent to a printed form in that it is the true, complete, valid, authentic
and enforceable record of the document, admissible in judicial or administrative proceedings. I/We agree not to contest the admissibility or
enforceability of the electronically stored copy of this document.
X
/ /
X
/ /
Signature of fund account owner Date (mm/dd/yyyy) Signature of fund account co-owner Date (mm/dd/yyyy)
The account owner’s/co-owner’s signature
(
s
)
must be guaranteed if:
• establishing or updating electronic deposit of account proceeds
(
redemptions, dividends, capital gains or automatic withdrawals
)
and the bank account
registration does not include all of the name
(
s
)
of the American Funds account owner(s).
X
/ /
X
/ /
Signature of bank account owner Date (mm/dd/yyyy) Signature of bank account co-owner Date (mm/dd/yyyy)
(if different from above) (if different from above)
The bank account owner’s/co-owner’s signature
(
s
)
must be guaranteed if:
• establishing or updating electronic or automatic investments
(
the purchase of shares
)
and none of the names on the bank account are included on the
American Funds account.
If required, signatures must be guaranteed by a bank, savings association, credit union, member rm of a domestic stock exchange or
the Financial Industry Regulatory Authority that is an eligible guarantor institution. A notary public is NOT an acceptable guarantor.
The guarantee must be in the form of a stamp or a typewritten or handwritten guarantee that is accompanied by a raised corporate seal.
Note: A medallion guarantee is acceptable in place of a signature guarantee.
GUARANTOR:
Stamp signature guarantee or medallion guarantee here.
GUARANTOR:
Stamp signature guarantee or medallion guarantee here.
If a signature guarantee is required, mail this completed form to the appropriate service center
for your state using the maps on page 1. Otherwise, you may fax it to (888) 421-4351.
This document may not be signed using Adobe Acrobat Reader’s "ll and sign" feature.
Bank Verication
Terms & Conditions
Electronic bank verication is conducted through a third party service provider
that is unafliated with American Funds Service Company (AFS) and Capital
Bank and Trust Company
SM
(CB&T). If you choose to add a bank account
electronically, you must agree to the Bank Verication Terms & Conditions of Use
set forth below. The Fund or the Fund’s transfer agent will send your information
to the third party service provider, who will then compare your information with
their database to verify the information you provided. Please read and agree to
the Bank Verication Terms & Conditions of Use for the third party service in
order to continue.
Agreement and Bank Verication Terms & Conditions
of Use of the Service
By acknowledging below, I (we) authorize the Fund and its agents to act
upon instructions (by phone, in writing, online or by other means) believed to
be genuine and in accordance with procedures described in the prospectus
(if applicable) for this designated bank account. I (we) authorize credits/debits
to/from the bank account designated in conjunction with the account option(s)
selected. I (we) agree that AFS and/or CB&T shall be fully protected in
honoring any such transaction. I (we) also agree that AFS and/or CB&T may
make additional attempts to credit/debit my (our) account if the initial attempt
fails and I (we) will be liable for any associated costs. All account options
elected will become part of the account and terms, representations, and
conditions thereof.
Provide Accurate Information. I (we), the end user, agree to provide true,
accurate, current and complete information about myself (ourselves) and my
(our) accounts maintained at other web sites and I (we) agree to not misrepresent
my (our) identity or my (our) account information. I (we) agree to keep my (our)
account information up to date and accurate.
Proprietary Rights. I (we) are permitted to use content delivered to me (us)
through the service only on the service. I (we) may not copy, reproduce,
distribute, or create derivative works from this content. Further, I (we) agree not
to reverse engineer or reverse compile any of the service technology, including
but not limited to, any Java applets associated with the service.
Content You Provide. I (we) are licensing to AFS and/or CB&T (“Company”)
and its service providers (“Service Provider”) any information, data, materials or
other content (collectively, “Content”) I (we) provide through or to the service.
Company and Service Provider may use, modify, display, distribute and create
new material using such Content to provide the service to you. By submitting
Content, I (we) automatically agree, or promise that the owner of such Content
has expressly agreed that, without any particular time limit, and without the
payment of any fees, Company and Service Provider may use the Content for
the purposes set out above. I (we) agree that, as between Company and Service
Provider, Company owns your condential account information.
Third Party Accounts. By using the service, I (we) authorize Company and
Service Provider to access third party sites designated by Company, on my
(our) behalf, to retrieve information requested by me (us), and to register for
accounts requested by me (us). For all purposes hereof, I (we) hereby grant
Company and Service Provider a limited power of attorney, and I (we) hereby
appoint Company and Service Provider as my (our) true and lawful attorney-in-
fact and agent, with full power of substitution and re-substitution, for me (us)
and in my (our) name, place and stead, in any and all capacities, to access
third party internet sites, servers or documents, retrieve information, and use
your information, all as described above, with the full power and authority to
do and perform each and every act and thing requisite and necessary to be
done in connection with such activities, as fully to all intents and purposes as
you might or could do in person. I (WE) ACKNOWLEDGE AND AGREE THAT
WHEN COMPANY OR SERVICE PROVIDER ACCESSES AND RETRIEVES
INFORMATION FROM THIRD PARTY SITES, COMPANY AND SERVICE
PROVIDER ARE ACTING AS MY (OUR) AGENT, AND NOT THE AGENT
OR ON BEHALF OF THE THIRD PARTY. I (we) agree that third party account
providers shall be entitled to rely on the foregoing authorization, agency and
power of attorney granted by me (us). I (we) understand and agree that the
service is not endorsed or sponsored by any third party account providers
accessible through the service.
DISCLAIMER OF WARRANTIES. I (WE) EXPRESSLY UNDERSTAND AND
AGREE THAT: MY (OUR) USE OF THE SERVICE AND ALL INFORMATION,
PRODUCTS AND OTHER CONTENT (INCLUDING THAT OF THIRD PARTIES)
INCLUDED IN OR ACCESSIBLE FROM THE SERVICE IS AT MY (OUR) SOLE
RISK. THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE”
BASIS. COMPANY AND SERVICE PROVIDER EXPRESSLY DISCLAIM ALL
WARRANTIES OF ANY KIND AS TO THE SERVICE AND ALL INFORMATION,
PRODUCTS AND OTHER CONTENT (INCLUDING THAT OF THIRD PARTIES)
INCLUDED IN OR ACCESSIBLE FROM THE SERVICE, WHETHER EXPRESS
OR IMPLIED, INCLUDING, BUT NOT LIMITED TO THE IMPLIED
WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR
PURPOSE AND NONINFRINGEMENT. COMPANY AND SERVICE PROVIDER
MAKE NO WARRANTY THAT (i) THE SERVICE WILL MEET MY (OUR)
REQUIREMENTS, (ii) THE SERVICE WILL BE UNINTERRUPTED, TIMELY,
SECURE, OR ERROR-FREE, (iii) THE RESULTS THAT MAY BE OBTAINED
FROM THE USE OF THE SERVICE WILL BE ACCURATE OR RELIABLE,
(iv) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION, OR
OTHER MATERIAL PURCHASED OR OBTAINED BY ME (US) THROUGH THE
SERVICE WILL MEET MY (OUR) EXPECTATIONS, OR (v) ANY ERRORS IN
THE TECHNOLOGY WILL BE CORRECTED. ANY MATERIAL DOWNLOADED
OR OTHERWISE OBTAINED THROUGH THE USE OF THE SERVICE IS
DONE AT MY (OUR) OWN DISCRETION AND RISK AND I (WE) ARE SOLELY
RESPONSIBLE FOR ANY DAMAGE TO MY (OUR) COMPUTER SYSTEM
OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY SUCH
MATERIAL. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN,
OBTAINED BY ME (US) FROM COMPANY OR SERVICE PROVIDER
THROUGH OR FROM THE SERVICE WILL CREATE ANY WARRANTY NOT
EXPRESSLY STATED IN THESE TERMS.
LIMITATION OF LIABILITY. I (WE) AGREE THAT NEITHER COMPANY, ITS
INVESTMENT MANAGER, OR SERVICE PROVIDER NOR ANY OF THEIR
EMPLOYEES, OFFICERS, TRUSTEES, DIRECTORS, AFFILIATES, ACCOUNT
PROVIDERS OR ANY OF THEIR AFFILIATES WILL BE LIABLE FOR ANY
HARMS, WHICH LAWYERS AND COURTS OFTEN CALL DIRECT, INDIRECT,
INCIDENTAL, SPECIAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES,
INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS,
GOODWILL, USE, DATA OR OTHER INTANGIBLE LOSSES, EVEN IF
COMPANY OR SERVICE PROVIDER HAS BEEN ADVISED OF THE
POSSIBILITY OF SUCH DAMAGES, RESULTING FROM: (i) THE USE OR THE
INABILITY TO USE THE SERVICE; (ii) THE COST OF GETTING SUBSTITUTE
GOODS AND SERVICES, (iii) ANY PRODUCTS, DATA, INFORMATION OR
SERVICES PURCHASED OR OBTAINED OR MESSAGES RECEIVED OR
TRANSACTIONS ENTERED INTO, THROUGH OR FROM THE SERVICE; (iv)
UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS
OR DATA; (v) STATEMENTS OR CONDUCT OF ANYONE ON THE SERVICE;
(vi) THE USE, INABILITY TO USE, UNAUTHORIZED USE, PERFORMANCE
OR NON-PERFORMANCE OF ANY THIRD PARTY ACCOUNT PROVIDER
SITE, EVEN IF THE PROVIDER HAS BEEN ADVISED PREVIOUSLY OF THE
POSSIBILITY OF SUCH DAMAGES; OR (vii) ANY OTHER MATTER RELATING
TO THE SERVICE.
Indemnication. I (we) agree to protect and fully compensate Company,
its investment manager, and Service Provider and their employees, ofcers,
trustees, directors, and afliates from any and all third party claims, liability,
damages, expenses and costs (including, but not limited to, reasonable fees)
caused by or arising from my (our) use of the service, my (our) violation of these
terms or my (our) infringement, or infringement by any other user of my (our)
account, of any intellectual property or other right of anyone. I (we) agree that
the Company’s investment manager and Service Provider are each a third party
beneciary of the above provisions, with all rights to enforce such provisions as
if the investment manager or Service Provider were a party to this Agreement.
4 of 4
Lit. No. MFGEFM-028-0421O CGD/9496-S82944 © 2021 Capital Group. All rights reserved.
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Form 1: AddUpdate Bank Information Information about you (Capital Group)

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Completed 23 November 2021

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