Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Forms and Applications

Page: « prev  1 | [2] | 3 | 4 | 5  next » of 6


Enter quantities for one or more titles and click Add All to Cart.

Alphabetical

Updated: Nov 2023

Not available to order

Distribution Request for Excess Contributions From SEP/SARSEP IRAs

Remove SEP/SARSEP IRA contributions that exceed the annual limit. We suggest consulting a tax advisor about deadline requirements ... Details

Updated: Sep 2021

Not available to order

Distribution Request for Excess Contributions From SIMPLE IRAs

Remove SIMPLE IRA contributions that exceed the annual limit. We suggest consulting a tax advisor about deadline requirements to a... Details

Updated: Nov 2023

Not available to order

Distribution Request for Excess Contributions From Traditional and Roth IRAs

Remove IRA contributions that exceed your annual limit. We suggest consulting a tax advisor about deadline requirements to avoid ... Details

Updated: Sep 2023

Not available to order

Fee-Based Financial Professional Change Request

RecordkeeperDirect plan sponsors can use this form to update financial professional information on file for their plan. This form ... Details

Updated: Sep 2024

Not available to order

Financial Professional Change Request

Form used to update the financial professional listed on an investor’s account(s). Details

Updated: Jun 2022

Not available to order

Indirect Rollover Request

Investors can use this form to roll an IRA or qualified plan distribution back to a qualified plan or IRA within 60 days of receiving the assets. This form should only be used for indirect rollovers. For transfers or direct rollovers, use the Request for Transfer of Assets or Direct Rollover... Details

Updated: Nov 2020

Not available to order

Information Sharing Agreement 403(b) Contact Information

This application can be used when there is a single owner who is opening individual Accounts with multiple Beneficiaries. A separa... Details

Updated: Mar 2023

Not available to order

Inherited IRA Application

Application used to establish an American Funds Traditional/Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Mar 2024

Not available to order

Inherited IRA Beneficiary Change

Form used by existing investors to change or designate the beneficiaries on a CB&T inherited IRA (Traditional, Roth or SIMPLE) that contains inherited assets due to the death of the original IRA owner. Details

Updated: Nov 2023

Not available to order

Inherited IRA Distribution Request (for deaths prior to 1/1/2020)

Investors can use this form to request a distribution from an inherited IRA. This form should only be used if the deceased account... Details

Updated: Jul 2024

Not available to order

Inherited IRA Distribution Request (for Entities)

Entity beneficiaries, such as estates (including heirs), charities and nonqualified trusts, may use this form to request a distrib... Details

Updated: Jul 2024

Not available to order

Inherited Traditional or Roth IRA 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: Jan 2024

Not available to order

Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE IRA, SARSEP, 403(b) and 457(b) plans to make changes in their investment selection. This f... Details

Updated: Nov 2020

Not available to order

IRA Beneficiary Change

Designate or modify Traditional, Roth, SEP or SIMPLE IRA beneficiaries. Details

Updated: Nov 2024

Not available to order

IRA Disability Distribution Request

Form used by an IRA (traditional, Roth, SIMPLE, SEP/SARSEP) owner to request a disability distribution from his or her account. Details

Updated: Jul 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 Payroll Deduction Election

IRA Payroll Deduction Election form available to employers offering an IRA payroll deduction program for their employees. Form can be used by employers to collect payroll deduction information. Details

Updated: Nov 2019

Not available to order

IRA Payroll Deduction Program Employer Authorization

Form used by an employer to establish an IRA Payroll Deduction program for its employees. Details

Updated: Mar 2021

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Page: « prev  1 | [2] | 3 | 4 | 5  next » of 6


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℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

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.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.