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On Independence Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

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Most recently updated pieces

403(b) Direct Rollover Request From a CB&T Account

A participant can use this form to roll assets from their American Funds 403(b) to another financial institution. Details

Updated: Jul 2024

Not available to order

403(b) Single Distribution Request

Participants can use this form to request a one-time distribution from a 403(b) account. Details

Updated: Jul 2024

Not available to order

ABLEAmerica Program Description

ABLEAmerica Program Description Details

Updated: Jul 2024

Max: 50

CollegeAmerica Distribution Request

Request a distribution from your CollegeAmerica account. Details

Updated: Jul 2024

Not available to order

CollegeAmerica Program Description

Description of the CollegeAmerica plan that outlines the plan in detail. Also includes contribution information for employer-sponsored CollegeAmerica plans. Details

Updated: Jul 2024

Max: 25

Gift Transfer of Shares to a Charitable Organization

Donate shares to a nonprofit organization. Details

Updated: Jul 2024

Not available to order

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Jul 2024

Max: 25

Inherited IRA Distribution Request (for deaths prior to 1/1/2020)

Investors can use this form to request a distribution from an inherited IRA. This form should only be used if the deceased account... Details

Updated: Jul 2024

Not available to order

Inherited IRA Distribution Request (for Eligible Designated Beneficiaries)

Eligible designated beneficiaries can use this form to request a distribution from an inherited IRA. An eligible designated benefi... Details

Updated: Jul 2024

Not available to order

Inherited IRA Distribution Request (for Entities)

Entity beneficiaries, such as estates (including heirs), charities and nonqualified trusts, may use this form to request a distrib... Details

Updated: Jul 2024

Not available to order

Inherited IRA Distribution Request (for Non-Eligible Designated Beneficiaries)

Individuals who are more than 10 years younger than the deceased account owner can use this form to request a distribution from an... Details

Updated: Jul 2024

Not available to order

IRA Disability Distribution Request

Form used by an IRA (traditional, Roth, SIMPLE, SEP/SARSEP) owner to request a disability distribution from his or her account. Details

Updated: Jul 2024

Not available to order

IRA Rollover/Transfer Request

Use this form to move assets from an American Funds IRA (Traditional, SIMPLE or SEP/SARSEP) to another financial institution or to another American Funds account. To move external assets to an American Funds IRA, use the... Details

Updated: Jul 2024

Not available to order

IRA Single Distribution Request

To be used for a one-time distribution from an IRA. Do not use this form for accounts for which Capital Bank and Trust Company (CB&T) is not the custodian. Details

Updated: Jul 2024

Not available to order

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Updated: Jul 2024

Not available to order

Required Minimum Distribution (RMD) Request

Investors can use this form to request one-time or recurring RMD payments from a Traditional IRA (including SEP, SARSEP and SIMPLE... Details

Updated: Jul 2024

Not available to order

Sales Charge Exemption

Form for individuals who qualify to purchase the American Funds at NAV. Details

Updated: Jul 2024

Not available to order

Sample de minimis distribution cashout letter to participant

Use this sample letter to inform a participant of their retirement plan account options when they’re no longer employed by their c... Details

Updated: Jul 2024

Not available to order

Washington Mutual Investors 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

Updated: Jul 2024

1Q-2024 Quarterly Fund Commentary (F-2 Share) — American Funds Model Portfolios

FOR MERRILL USE ONLY - The quarterly commentary letter for the American Funds model portfolios offer... Details

Updated: Jun 2024

Max: 10

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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.

American Funds Distributors, Inc., member FINRA.

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.