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Retirement Planning

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Featured

The value of saving over time (Trifold brochure - English)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jun 2024

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

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Alphabetical

402(f) Notice of Special Tax Rules On Distributions

Learn the tax implications of rollovers and distributions from employer-sponsored retirement plans. Details

Updated: Dec 2023

Not available to order

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

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

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

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

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

Information Sharing Agreement 403(b) Contact Information

This application can be used when there is a single owner who is opening individual Accounts with multiple Beneficiaries. A separa... Details

Updated: Mar 2023

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

Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE IRA, SARSEP, 403(b) and 457(b) plans to make changes in their investment selection. This f... Details

Updated: Nov 2020

Not available to order

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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

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Individual

Form used to add a participant to an existing individual 403(b) plan. Accounts are generally aggregated at the participant level.... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Texas ORP

Form used to add a participant to an existing Texas ORP 403(b) plan. Details

Updated: May 2024

Not available to order

New rules for today’s 403(b) market

Outlines a brief summary of American Funds’ interpretation of the revised 403(b) rules. Details

Updated: May 2009

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℠ .

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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.