Forms & Literature

American Funds International Vantage Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Funds® Moderate Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Funds Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Funds Tax-Aware Conservative Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, a... Details

American Funds Tax-Exempt Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American High-Income Trust Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Mutual Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Automatic Investment Plan Request

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

Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

Capital Income Builder - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Capital World Bond Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

CollegeAmerica Account Application (Digital)

Use this application to establish a 529 CollegeAmerica savings account.

To open a trust or entity account or an account funded with UGMA/UTMA assets, a CollegeAmerica Supplemental Account Application... Details

CollegeAmerica Account Application for Employees of the Commonwealth of Virginia

Application used by Virginia state employees to establish a 529 CollegeAmerica savings account. Details

CollegeAmerica Account Application (for Multiple Beneficiaries)

Use this application to open CollegeAmerica 529 accounts for multiple beneficiaries with the same owner. Details

CollegeAmerica Account Change Request

Request a transfer of ownership or name a new beneficiary or successor owner. If the Account Owner is changing his or her name, submit a Name Change Request. Details

CollegeAmerica Account Options

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

CollegeAmerica at work

Designed for employees, this presentation explains the benefits and uses of a 529 savings plan as well as the different investment options available in a company’s CollegeAmerica employer-sponsored plan. Details

CollegeAmerica client conversation kit — employer sponsored plan application

Client kit with everything an employee needs to establish an employer-sponsored 529 CollegeAmerica savings account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

CollegeAmerica client kit — without account application

For advisers whose accounts are held in-house and do not need a CollegeAmerica application, this general client kit has all of th... Details