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Forms and Applications

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Alphabetical

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (Traditional, Roth, SIMPLE, or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or for account... Details

Updated: Jan 2024

Not available to order

IRA Divorce Transfer Request

Transfer assets to an awarded spouse’s IRA as a result of a divorce decree or decree of separate maintenance. Details

Updated: May 2024

Not available to order

IRA Nonspousal Beneficiary Claim

Used by a nonspousal beneficiary of a Traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. If the beneficiary is a trust, use the Trust Beneficiary Claim form instead. Details

Updated: Feb 2024

Not available to order

IRA Single Distribution Request

To be used for a one-time distribution from an IRA. Do not use this form for accounts for which Capital Bank and Trust Company (CB&T) is not the custodian. Details

Updated: Jun 2024

Not available to order

IRS Tax Form W-9

Form used by U.S. citizens and resident aliens to certify their Social Security number or taxpayer identification number (TIN) on an existing account. Details

Updated: May 2024

Not available to order

Lost Securities Notification

Form used by shareholders to notify American Funds of a lost or stolen certificate. Details

Updated: Oct 2021

Not available to order

Mutual Fund Account Options

Add or update retail account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Apr 2021

Not available to order

Name Change Request

Form used by existing shareholders to effect a legal name change on American Funds and CB&T accounts. Details

Updated: Nov 2023

Not available to order

Non-Retirement Account Payroll Deduction Election

Non-Retirement Account Payroll Deduction Election form available to employers offering a Non-Retirement payroll deduction program ... Details

Updated: Jul 2019

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: May 2023

Not available to order

Retirement Plan Payment Instructions

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

Updated: Dec 2021

Not available to order

Sales Charge Exemption

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

Updated: Jul 2019

Not available to order

Signature Card Update

Form used to add or modify signers on an American Funds money market account. Details

Updated: Aug 2021

Not available to order

Statement of Citizenship/Tax Status

This form allows investors to certify their citizenship and tax status. Details

Updated: Jan 2023

Not available to order

Supplement to Form W-8BEN

Non-resident aliens need to complete this form if additional documentation is required to validate Form W-8BEN. Details

Updated: Aug 2021

Not available to order

Transfer on Death (TOD) Registration Request

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

Updated: Mar 2022

Not available to order

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

Updated: Mar 2024

Not available to order

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

Updated: Aug 2021

Not available to order

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

Updated: Jun 2023

Not available to order

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.