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Retirement Planning

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SIMPLE IRA Plus Plan Sponsor Guide

Employers can use this guide to establish or amend a SIMPLE IRA Plus plan. Details

Updated: Aug 2024

Max: 5

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SIMPLE IRA Plus plan sponsor kit

This kit provides resources you’ll need to offer a SIMPLE IRA Plus plan, including a plan sponsor guide and an application and educational guide for employees. Details

Updated: Jan 2024

Max: 15

SIMPLE IRA Salary Deferral Election (Digital)

Form that allows employees to set up salary deferrals for their SIMPLE IRAs.

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

For the hard copy version, see the SIMPLE IRA Salary Deferral Election (Hard Copy)... Details

Updated: Sep 2024

Not available to order

SIMPLE IRA Transfer Election

For use when Capital Bank and Trust Company is the designated financial institution of a SIMPLE IRA plan. This form is used to periodically transfer contributions from a participant's American Funds SIMPLE IRA to a SIMPL... Details

Updated: Jul 2024

Not available to order

Standardized Money Purchase Plan Adoption Agreement #007 - PPA

Part of the restatement mailing sent in 2015 along with the Basic Plan Document, Summary Plan Description and cover letter. Details

Updated: Apr 2015

Not available to order

Standardized Profit-Sharing Plan Adoption Agreement #001 - PPA

Part of the restatement mailing sent in 2015 along with the Basic Plan Document, Summary Plan Description and cover letter. Details

Updated: Apr 2015

Not available to order

Statement of Intention (SOI)

This form can be used to establish a Statement of Intention (SOI). Details

Updated: Oct 2020

Not available to order

State Tax Information

This document provides basic guidance for state income tax withholding on distributions from IRAs (Traditional, Roth, SIMPLE, SEP/SARSEP) and qualified retirement plans (403(b), 401(k), 457(b), MPP/PSP). Details

Updated: Sep 2024

Not available to order

Traditional and Roth IRA Recharacterization Request

Re-designate a traditional or Roth IRA contribution. Details

Updated: Aug 2021

Not available to order

Traditional or Roth IRA Account Options

Add or update Traditional or Roth IRA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Apr 2021

Not available to order

Updated: May 2024

Max: 25

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Updated: May 2024

Not available to order

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Updated: May 2024

Not available to order

Trust Beneficiary Claim

This booklet includes the forms needed to settle a claim when a trust is the beneficiary.

State Tax Information... Details

Updated: Jul 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℠ .

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.