Forms & Literature

2023 federally tax-exempt income dividends — state tax exclusion

Tax Factor document that displays states and jurisdictions which allow individual investors to exclude a portion of the funds' inc... Details

402(f) Notice of Special Tax Rules On Distributions

Learn the tax implications of rollovers and distributions from employer-sponsored retirement plans. Details

403(b) Beneficiary Designation

Change or designate 403(b) plan account beneficiaries. Details

403(b) Direct Rollover Request From a CB&T Account

A participant can use this form to roll assets from their American Funds 403(b) to another financial institution. Details

403(b) Plan Termination

Form used to notify CB&T of a 403(b), Texas ORP or Texas A&M plan termination and to authorize all future distributions from the plan. Details

403(b) Request for Information

Use this form to request transaction information for a participant’s account or for your entire plan. Details

403(b) Salary Deferral Election

Form that allows a participant to set up salary deferrals for their 403(b) account.

This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank a... Details

403(b) Single Distribution Request

Participants can use this form to request a one-time distribution from a 403(b) account. Details

403(b)/Texas ORP Request for Exchange or Rollover

Participants can use this form to request an exchange from the same plan or direct rollover from an external qualified plan or IRA... Details

457(b) Beneficiary Change

Change or designate 457(b) plan account beneficiaries. Details

457(b) Distribution Request

A participant can use this form to take a distribution from their 457(b) account. Details

457(b) New Participant Enrollment

Form that is used to add a new participant to an existing CB&T employer-sponsored 457(b) plan. Use for plans where employer approval is required. Details

529 to Roth IRA Investment Instructions

Use this form to provide investment instructions for a rollover from a 529 account to an existing American Funds Roth IRA. Details

ABLEAmerica ABLE-F-2 Share Account Application

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Application to establish an ABLEAmerica ... Details

ABLEAmerica Account Application

Use this application to establish an ABLEAmerica Account. Details

ABLEAmerica Account Owner/Successor Owner Change Request

Form used to request a change of Account Owner or Successor Owner on an ABLEAmerica Account. Details

ABLEAmerica Authorized Representative/Successor Authorized Representative Change Request

Form used to request a change of Authorized Representative or Successor Authorized Representative on... Details

ABLEAmerica Distribution Request

Form used to request a one-time distribution or installment payments from an ABLEAmerica Account. This form can also be used to request a transfer to a non-American Funds ABLE account. Details

ABLEAmerica Rollover/Transfer Request

Use this form to request a direct rollover/transfer to an ABLEAmerica account from another ABLE or 529 account. Details

Add/Update Bank Information

Form used to add or update bank information. Details