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Retirement Planning

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Featured

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Jun 2024

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 2024

Max: 50

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: May 2024
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Alphabetical

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

Choose a plan that meets the needs of your employees and your organization

This brochure provides retirement plan contribution limits and key rules/features for most retirement plans, summarizes safe-harbo... Details

Updated: Apr 2024

Distribution Request for Excess Contributions From SIMPLE IRAs

Remove SIMPLE IRA contributions that exceed the annual limit. We suggest consulting a tax advisor about deadline requirements to a... Details

Updated: Nov 2023

Not available to order

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

Not available to order

Inherited IRA Application

Application used to establish an American Funds Traditional/Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Mar 2024

Not available to order

Inherited IRA Distribution Request (for deaths prior to 1/1/2020)

Investors can use this form to request a distribution from an inherited IRA. This form should only be used if the deceased account... Details

Updated: Jul 2024

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 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

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 IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group payroll deduction IRA program. Details

Updated: Jan 2024

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 2024

Max: 50

Reasons to consider increasing your contributions (Trifold brochure – Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 2024

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

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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.