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Coverdell ESA Application

Use this application to establish a Coverdell Education Savings Account.

Includes Coverdell ESA Application, Coverdell ESA Custodial Agreement, and Coverdell ESA Disclosure Statement.

Education Savings Account Request for Transfer of Assets... Details

Updated: Jun 2023

Not available to order

Coverdell ESA Distribution Request

Establish a regular withdrawal plan or take a single distribution from a Coverdell account. Details

Updated: Jul 2024

Not available to order

Coverdell ESA Distribution Request for Excess Contributions

Request a withdrawal of Coverdell contributions that exceed the annual limit. To avoid an excise tax imposed by the IRS, remove an... Details

Updated: Dec 2023

Not available to order

Coverdell ESA 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 Application that includes the information to open a Coverdell ESA account. It should be submit... Details

Updated: Mar 2024

Not available to order

Coverdell ESA Request for Transfer of Assets

Use this form to request a transfer of assets into a Capital Bank & Trust Coverdell Education Savings account. Details

Updated: Mar 2023

Not available to order

Employer-Sponsored CollegeAmerica Account Application (Digital)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the hard copy version, see the Employer-Sponsored CollegeAmerica Account Application (Hard Copy)... Details

Updated: Mar 2024

Not available to order

Employer-Sponsored CollegeAmerica Account Application (Hard Copy)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the digital version, see the Employer-Sponsored CollegeAmerica Account Application (Digital)... Details

Updated: Mar 2024

Max: 25

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

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

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

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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℠ .

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.