Forms & Literature | Capital Group CollegeAmerica client kit — without account application

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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 the other materials you need to offer and open a CollegeAmerica 529 savings plan account.

Max qty: 25

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Use this kit to:

  • walk clients through options for saving for college
  • explain how to open, contribute to and make changes to a CollegeAmerica account
  • explain how to roll over and/or transfer funds into a CollegeAmerica account
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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.

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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.

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.