Forms & Literature | Capital Group SIMPLE IRA Employee Guide (Digital)

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SIMPLE IRA Employee Guide (Digital)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the hard copy version, see the SIMPLE IRA Employee Guide (Hard Copy).

Not available to order

Detailed Information:

  • Updated: Sep 2024
  • Literature number: IRSMBR-003-0924

Required Materials

This piece must be preceded or accompanied by the current prospectuses for the funds being offered.

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

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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.

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.