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Forms and Applications

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Alphabetical

IRA Rollover/Transfer Request

Use this form to move assets from an American Funds IRA (Traditional, SIMPLE or SEP/SARSEP) to another financial institution or to another American Funds account. To move external assets to an American Funds IRA, use the... Details

Updated: Jan 2024

Not available to order

IRA Spousal Beneficiary Claim

Used by the spousal beneficiary of a Traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. Details

Updated: Feb 2024

Not available to order

IRA Substantially Equal Periodic Payments Request

Form used by an IRA (Traditional, Roth, SIMPLE or SEP/SARSEP) owner to request substantially equal periodic payments. Details

Updated: Mar 2024

Not available to order

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“Keep moving forward” IRA rollover kit

Kit with everything you need to help clients roll over an IRA. For fund numbers, names, minimums and share class descriptions, download the Fund Information... Details

Updated: Jan 2019

Max: 5

Lifetime Income Illustration Calculation Information

Single sheet explaining calculations for the lifetime income illustration section included on PlanPremier, RecordkeeperDirect and ... Details

Updated: Apr 2022

Not available to order

MPP/PSP Distribution Request

Form used to request distributions from a money purchase or profit-sharing plan. Details

Updated: Mar 2024

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

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Individual

Form used to add a participant to an existing individual 403(b) plan. Accounts are generally aggregated at the participant level.... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Texas ORP

Form used to add a participant to an existing Texas ORP 403(b) plan. Details

Updated: May 2024

Not available to order

Non-Retirement Payroll Deduction Program Employer Authorization

Form used by an employer to establish a Non-Retirement Payroll Deduction program for its employees. Details

Updated: Mar 2021

Not available to order

Online Group Investments (OGI) Submitting Contributions

Form used to submit contributions to SIMPLE, SEP, SARSEP, 403(b), or 457(b) plans. Details

Updated: Mar 2021

Not available to order

Payroll Deduction Enrollment for Non-Retirement Accounts

Form used by employees to establish Payroll Deduction Non-Retirement accounts. Details

Updated: Aug 2023

Not available to order

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

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: Jan 2024

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.