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Retirement Planning


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Alphabetical

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

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

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

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

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

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Jul 2024

Not available to order

Roth vs. pretax contributions (Trifold brochure - English)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Jun 2024

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. Details

Updated: Sep 2024

Not available to order

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Updated: Jun 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

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

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: May 2024

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

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

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

Updated: Jun 2024
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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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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.