Forms & Literature | Capital Group Indirect Rollover Request

Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Select a Category

Indirect Rollover Request

Investors can use this form to roll an IRA or qualified retirement plan distribution back to a qualified retirement plan or IRA within 60 days of receiving the assets. This form should only be used for indirect rollovers. For transfers or direct rollovers, use the appropriate Request for Transfer of Assets or Direct Rollover form.
Not available to order

Detailed Information:

  • Updated: Feb 2025
  • Literature number: IRGEFM-080-0225
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 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.