America Funds through 403b ASP

Vendor Forms

ENROLLMENT GUIDE
PLAN EMPLOYEE GUIDE (EDWARD JONES)

Completed Plan Employee Guides should be faxed or mailed to 403b ASP.

403b ASP Fax Number:	813-425-9781
403b ASP Mailing Address:	403b ASP 5310 Cypress Center Drive Cypress Center II, Ste 101 Tampa, FL 33609

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American Funds 403(b) ASP Enrollment Process -
(Click for PDF version)

Step 1
EBC sends District a “403(b)ASP Plan Establishment Guide” with instructions for completion. District completes and returns to EBC.

Step 2
District creates a new paycode to reflect new American Funds accounts with 403(b)ASP (e.g., AmFunds/ASP)

Step 3
Employee’s contributing to American Funds will need to establish a new account with American Funds through 403(b) ASP (hereinafter referred to as ASP).

This requires the employee or his/her agent to complete the provided enrollment forms provided in the "Non-ERISA 403(b) Plan Employee Guide" and submit to ASP as directed in the guide.

All employees should establish new American Funds account through ASP before 12/31/2008. Contributions will continue to be sent directly to American Funds for current clients until new accounts are established.

Step 4
Employee should complete a new Salary Reduction Agreement. The Salary Reduction Agreement should reflect that investments are with American Funds through 403(b) ASP.

Step 5
Salary Reduction Agreements with American Funds through 403(b)ASP should be coded using the new code created by payroll personnel (e.g., AmFunds/ASP)

Step 6
EBC will remit contributions to ASP for American Fund clients

Step 7 (Optional)
It is up to the individual and his/her financial advisor to determine whether funds from the original American Funds Account should be transferred to the new account.

 

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