American Funds Recordkeeper Integration Request

Your steps to get connected

1. Complete the Payroll Integration Authorization Form

Download and complete the Payroll Integration Authorization Form from American Funds. It will open directly — no need to contact your CSM to get a copy.

2. Email the completed form to American Funds

To:  rkdirect@capgroup.com

CC: ?

Subject: [Plan Number] [Plan Name] — Payroll Integrations, Inc.

Dear [Client Service Manager / Implementation],

We would like to set up a 360 integration with Payroll Integrations, Inc. Please send a service request to assign a payroll specialist. The completed Payroll Integration Authorization Form is attached.

    Payroll vendor:  Payroll Integrations, Inc.
    Contact:         Carly Doede — (619) 826-3506
    Email:           implementation@payrollintegrations.com

Please let me know if you have any questions or need additional information.

Thank you,
[Your Name]

3. Testing — what to expect before you go live

Once the payroll connection is established, our team will review your payroll configuration and send a test file to American Funds with your census and contribution data. American Funds will cross-check this against their records to make sure everything lines up.

Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:

• Full name

• Address

• Date of birth

• Hire date

• Termination date (if applicable)

If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.

During testing, you will need to continue manually:

• Submitting payroll files to American Funds

• Applying any contribution or deduction changes from American Funds into your  payroll system

• Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.