Forms & Literature

Traditional or Roth IRA Custodial Agreement

This agreement is included with IRA applications. It defines the terms and provisions of American Funds IRAs. Details

Traditional/Roth IRA Application Booklet (Hard Copy)

IRA application with related forms.

For the digital version, see the Traditional/Roth IRA Account Application (Digital). ... Details

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Transfer on Death (TOD) Registration Request

Form used to stipulate how a mutual fund account will be administered after the shareholder's death. Details

Transfer/Registration Change Request

This form can be used to transfer shares to a new or existing account, or to update the registration/owner(s) on an existing account. This form should only be used for non-retirement accounts. Details

Trust Beneficiary Claim

This booklet includes the forms needed to settle a claim when a trust is the beneficiary.

State Tax Information... Details

Trusted Contact

Investors can use this form to add a trusted contact to their accounts or to update existing trusted contact information. A trusted contact is an individual whom American Funds or a financial advisor may contact on behal... Details

Trust, Estate, Business and Nonprofit Accounts F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Supplement to the F-2 Share Account Appl... Details

UGMA/UTMA Successor Custodian Designation

Form used to designate a successor custodian for either an UGMA or UTMA account in the event that the original custodian resigns, ... Details

Understand your alternatives during this time of change

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. This brochure should only be utilized if the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans). Otherwise, refer to the Beneficiary Claim Information... Details

The Value Of Patience (R-6 Share)

Illustrates the value of holding securities for the long term by showing our equity funds' results over 10-year calendar periods since our first fund began in 1934. Details

W-8BEN with Supplement

Certify foreign status for tax withholding purposes (nonresident aliens only). Also includes Internal Revenue Service (IRS) instructions for completing Form W-8BEN and the American Funds Supplement to Form W-8BEN. These ... Details

Waiver of Probate Request

Form used to initiate the waiver of probate process. Details

Wiring Money to American Funds (for Existing Accounts Only)

Use this information to wire money into an existing American Funds account.

For new accounts, see Wiring Money to American Funds (for New Accounts Only)... Details

Wiring Money to American Funds (for New Accounts Only)

Use this information to wire money into a new American Funds account.

For existing accounts, see Wiring Money to American Funds (for Existing Accounts Only)... Details