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How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: May 2024

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2025

A portfolio for every investor (A Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2025

Understand your alternatives during this time of change

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. This brochure should only be utilized if the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans). Otherwise, refer to the Beneficiary Claim Information... Details

Updated: Apr 2023

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: Jan 2025

Not available to order

Payroll deduction IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group payroll deduction IRA program. Details

Updated: Dec 2024

Online Group Investments (OGI) Submitting Contributions

Form used to submit contributions to SIMPLE, SEP, SARSEP, 403(b), or 457(b) plans. Details

Updated: Mar 2021

Not available to order

IRA Rollover/Transfer Request

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

Updated: Jan 2025

Not available to order

IRA Qualified Charitable Distribution Request

Use this form to request a one-time qualified charitable distribution (QCD) from a traditional, Roth, SIMPLE, SEP/SARSEP or inheri... Details

Updated: Feb 2025

Not available to order

IRA Beneficiary Change

Designate or modify Traditional, Roth, SEP or SIMPLE IRA beneficiaries. Details

Updated: Nov 2024

Not available to order

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: Feb 2025

Not available to order

Inherited IRA Application

Application used to establish an American Funds traditional or Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Mar 2025

Not available to order

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

Not available to order

Beneficiary Declaration and Indemnification

Each beneficiary of a deceased CB&T account owner must submit this form if the account owner did not provide the names of the bene... Details

Updated: Jan 2025

Not available to order

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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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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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