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Retirement Planning

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Investment Company of America Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Mar 2024

Investment review report sample

RecordkeeperDirect® and PlanPremier® retirement plan sponsors can download a PDF with investment returns and expenses and benchmark comparisons. Use this sample to give prospects an idea about what they’ll see in this re... Details

Updated: Aug 2023

Not available to order

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“Investor assessment questionnaire”

Advisers can use this four-page fact finder to gather important information about clients and help them with investment selection. Details

Updated: Dec 2013

Not available to order

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: Nov 2024

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 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: Jul 2024

Not available to order

IRS 5304 SIMPLE

SIMPLE IRA plan document created by the IRS. This form should be used if employees are allowed to select the financial institution that holds their SIMPLE IRAs. If American Funds/Capital Bank and Trust Company is the Des... Details

Updated: Aug 2023

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: Nov 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

It’s easy to set up a SIMPLE IRA Plus plan single sheet

Use this single sheet to give an overview of the SIMPLE IRA Plus plan setup and enrollment process and help define the roles that ... Details

Updated: Feb 2024
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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

Keep your retirement plan running smoothly with the help of a TPA

This single sheet explains to retirement plan sponsors the potential benefits of offering a plan with a TPA component for plan adm... Details

Updated: May 2024

Not available to order

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Mar 2024

Make it easier to manage your retirement plan

This single sheet highlights five key features that can help plan sponsors manage their company's PlanPremier® retirement plan and... Details

Updated: Oct 2024

Not available to order

Managing your account - Group Investing/TRAC plans

This sheet provides participants in Group Investing and TRAC plans with an overview of how to access and manage their retirement a... Details

Updated: Mar 2024

Not available to order

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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