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SEP IRA Employee Guide

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

Updated: Jan 2025

Not available to order

SEP IRA Plan Sponsor Guide

Use this guide to establish a SEP IRA plan. Details

Updated: Jan 2025

Not available to order

SEP IRA program highlights

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

Updated: Jan 2025

Distribution Request for Excess Contributions From SEP/SARSEP IRAs

Remove SEP/SARSEP IRA contributions that exceed the annual limit. We suggest consulting a tax advisor about deadline requirements ... Details

Updated: Sep 2021

Not available to order

SARSEP IRA Salary Deferral Election

Form that allows employees to set up salary deferrals for their SARSEP account. 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 Comp... Details

Updated: Dec 2024

Not available to order

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Updated: Jan 2025

Not available to order

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Jun 2024

SARSEP Retirement Plan Employee Guide

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

Updated: Feb 2025

Not available to order

SARSEP Plan Sponsor Guide

Explains SARSEP plan basics and includes all the forms an employer needs to set one up. Details

Updated: Feb 2025

Not available to order

Roth IRA Request for Conversion

Convert a traditional, SIMPLE or SEP/SARSEP IRA to a Roth IRA or Roth SIMPLE IRA. This form may also be used for SIMPLE IRA in-plan Roth conversions. Details

Updated: Jan 2025

Not available to order

Request for Transfer of Assets or Direct Rollover

Form used to request a transfer or direct rollover from an external IRA or qualified retirement plan to an American Funds traditio... Details

Updated: Mar 2025

Not available to order

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

IRA Trust Beneficiary Claim

Used to claim assets of a traditional, Roth, SIMPLE or SEP/SARSEP IRA when a trust is listed as beneficiary. Details

Updated: Jan 2025

Not available to order

IRA Substantially Equal Periodic Payments Request

Form used by an IRA (Traditional, Roth, SIMPLE or SEP/SARSEP) owner to request substantially equal periodic payments. Details

Updated: Mar 2025

Not available to order

IRA Spousal Beneficiary Claim

Used by the spousal beneficiary of a traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. Details

Updated: Feb 2025

Not available to order

IRA Single Distribution Request

Use this form to request a single distribution from a traditional, Roth or SEP/SARSEP IRA. For SIMPLE IRAs and SIMPLE IRA Plus accounts, use the SIMPLE IRA Single Distribution Request. Details

Updated: Jan 2025

Not available to order

IRA Nonspousal Beneficiary Claim

Used by a nonspousal beneficiary of a traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. If the beneficiary is a trust, use the IRA Trust Beneficiary Claim form instead. Details

Updated: Feb 2025

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: Mar 2025

Not available to order

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or... Details

Updated: Jan 2025

Not available to order

Invest with a long-term focus

This PDF explains how investing with a long-term focus can help retirement plan participants reach their retirement goals. Details

Updated: Jun 2024

Not available to order

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