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Forms and Applications

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Alphabetical

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Updated: May 2024

Not available to order

Power of Attorney Self-Certification

Form used by American Funds Service Company for states that allow an attorney-in-fact (or agent) to self-certify the Power of Attorney document. Use the link below to reference the article "Power of Attorney (POA) Guidelines" to verify if your state is approved.

Is my state approved for Self-Certification?... Details

Updated: Oct 2021

Not available to order

Qualified Plans - Required Minimum Distributions

Investors can use this form to request one-time or recurring RMD payments from Capital Bank and Trust Company money purchase or pr... Details

Updated: Mar 2024

Not available to order

Ready to Make a Move

A RecordkeeperDirect participant who has left the company/organization sponsoring their retirement plan can use this booklet to request a cash distribution or rollover. Contains Application for Direct Rollover to a Ne... Details

Updated: Jan 2024

Max: 1

Request for a Cash Distribution or Rollover

A RecordkeeperDirect participant who is no longer employed with the company/organization sponsoring their retirement plan can use ... Details

Updated: Jan 2024

Not available to order

Request for Transfer of Assets or Direct Rollover

Form used to request a transfer or direct rollover from an external IRA or qualified plan to an American Funds Traditional, Roth, ... Details

Updated: Mar 2024

Not available to order

Request to Move Non-retirement/Nonqualified Assets

Use this form to move non-retirement/nonqualified assets to American Funds via check or in-kind transfer. Should be submitted dire... Details

Updated: Aug 2021

Not available to order

Request to Sell Shares

Request distributions from non-retirement accounts. Details

Updated: Jul 2024

Not available to order

Required Minimum Distribution (RMD) Request

Investors can use this form to request one-time or recurring RMD payments from a Traditional IRA (including SEP, SARSEP and SIMPLE... Details

Updated: Nov 2024

Not available to order

Retirement Plan Beneficiary Cash Distribution Request

Provides cash distribution options, including life expectancy payments, to any beneficiary who has inherited assets from a retirem... Details

Updated: Jul 2024

Not available to order

Retirement Plan Enrollment Materials Request

Use this form to order enrollment materials for RecordkeeperConnect and investment-only 401(k), 403(b), MPP and PSP plans. Details

Updated: May 2024

Not available to order

Retirement Plan Nonspousal Beneficiary Claim and Distribution

Used by a nonspousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. If the beneficiary is a trust, use the Trust Beneficiary Claim... Details

Updated: Jul 2024

Not available to order

Retirement Plan Payment Instructions

Form used to request distributions from a non-CB&T retirement plan. Details

Updated: Jul 2024

Not available to order

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Jul 2024

Not available to order

Retirement Plan Transfer/Termination

This form can be used to initiate a non-Capital Bank and Trust Company retirement plan transfer or termination. Details

Updated: Aug 2021

Not available to order

Rollover from an External 529 Plan to an American Funds Roth IRA

This form can be used to request a rollover from an external (non-CollegeAmerica) 529 account to an American Funds Roth IRA owned ... Details

Updated: Feb 2024

Not available to order

Roth IRA Request for Conversion

Convert a Traditional, SIMPLE or SEP/SARSEP IRA to a Roth IRA. Details

Updated: Jan 2024

Not available to order

Sales Charge Exemption

Form for individuals who qualify to purchase the American Funds at NAV. Details

Updated: Jul 2024

Not available to order

SARSEP IRA Salary Deferral Election

Form that allows employees to set up salary deferrals for their SARSEP account. This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank and Trust Comp... Details

Updated: Dec 2023

Not available to order

SARSEP Plan Sponsor Guide

Explains SARSEP plan basics and includes all the forms an employer needs to set one up. Details

Updated: Aug 2024

Not available to order

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