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Transfer/Registration Change Request
Reason for request
C. Details of transfer due to death—requiredforjointaccountsandtrustaccountswithmorethanonegrantor.Selectone.
Account held solely by spouses at time of death.Wewilltreattheaccountasequallyownedandstep-up50%oftheassets,
unless you check the box below.
Account NOT held solely by spouses at time of death or Tenants in Common account.
To properly adjust the cost basis,
noncovered and cost basis will not be available.
Complete the information below.
Name of deceased owner (print) Percentage invested
(print) Percentage invested
Provide recipient information and select A or B.
Account registration/name of recipient(s) Daytime phone
Establish new account and/or change the current registration type.
The new account owners will need to complete and attach one of the applications listed below. Shares will be reinvested in the same
manner as removed. Leave the investment instructions section of the application blank or write "in kind."
• For joint and individual accounts, submit the Short Application for Individual or Joint Accounts.
• For UGMA/UTMA and conservatorship/guardianship accounts, submit the Application for Individual or Joint Accounts.
• Forentityaccounts,includingtrust,estate,businessandnonprotaccounts,submittheApplication for Entities.
Transfer shares to another existing American Funds account.*
* If shares are transferred to an existing account, the shares will be subject to the cost basis method currently on the account. To change the cost basis
method, obtain and complete a Cost Basis Update Request, or access the account at www.capitalgroup.compriortosubmittingthisrequest.