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Retirement Planning

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Alphabetical

403(b) Basic Contact Information

Form used to collect the names and signatures of Authorized Signers on 403(b) Basic plans. This form was included in a March 2009 mailing to 403(b)Plan Sponsors. Details

Updated: May 2022

Not available to order

403(b) Beneficiary Designation

Change or designate 403(b) plan account beneficiaries. Details

Updated: Nov 2023

Not available to order

403(b) Request for Information

Use this form to request transaction information for a participant’s account or for your entire plan. Details

Updated: Aug 2021

Not available to order

403(b) Request for Transfer of Assets or Direct Rollover

Use this form for participants to request a transfer of assets or direct rollover from an existing 403(b) to his/her 403(b) plan w... Details

Updated: Mar 2023

Not available to order

403(b) Salary Deferral Election

Form that allows a participant to set up salary deferrals for their 403(b) account.

This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank a... Details

Updated: Dec 2023

Not available to order

403(b)/Texas ORP Request for Exchange or Rollover

Participants can use this form to request an exchange from the same plan or direct rollover from an external qualified plan or IRA... Details

Updated: Mar 2023

Not available to order

457(b) Beneficiary Change

Change or designate 457(b) plan account beneficiaries. Details

Updated: Feb 2021

Not available to order

457(b) Distribution Request

A participant can use this form to take a distribution from their 457(b) account. Details

Updated: Mar 2024

Not available to order

457(b) New Participant Enrollment

Form that is used to add a new participant to an existing CB&T employer-sponsored 457(b) plan. Use for plans where employer approval is required. Details

Updated: Feb 2021

Not available to order

Alternate Payee Distribution Request

Form used by a former spouse or alternate payee to request a distribution of awarded benefits from a 403(b), 457(b), MPP or PSP account. Details

Updated: Mar 2024

Not available to order

Application for Direct Rollover to a New American Funds IRA

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

Automatic Investment Plan Request

Form used to set up recurring investments of a specified dollar amount. Details

Updated: Aug 2021

Not available to order

Beneficiary Change — Basic Plans (MPP/PSP)

Change or designate money purchase or profit-sharing plan account beneficiaries. Details

Updated: Feb 2021

Not available to order

Beneficiary Declaration and Indemnification

Each beneficiary of a deceased CB&T account owner must submit this form if the account owner did not provide the names of the bene... Details

Updated: Apr 2023

Not available to order

Certificate of Incumbency

Form used by American Funds Service Company to verify the name(s) of trustee(s) authorized to act on an individual trust or a retirement account where Capital Bank and Trust is not the custodian. Details

Updated: Aug 2021

Not available to order

Commission-Based Financial Professional Change Request

RecordkeeperDirect plan sponsors can use this form to update financial professional information. This form should be used if the f... Details

Updated: Sep 2024

Not available to order

Cost Basis Update Request

Form used to update the cost basis method on non-retirement accounts. Details

Updated: Sep 2021

Not available to order

Court-Ordered Division of Assets

Initiate a division of assets pursuant to a Qualified Domestic Relations Order (QDRO) for a 403(b), 457(b), MPP/PSP, or Texas ORP retirement plan account. This form should be submitted with the Alternate Payee Distri... Details

Updated: Dec 2023

Not available to order

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

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