Life event guides

If you have experienced a major life event or change, use these guides for actions to consider regarding your accounts.

Retirement

Use this guide when you retire.

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College

Use this guide when you or the 529 beneficiary begins college.

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Marriage

Use this guide when you are recently married.

Marriage guide arrow_forward

New baby or dependent

Use this guide when you have a new addition to the family.

New baby or dependent guide arrow_forward

Divorce

Use this guide when you have a pending or final divorce.

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Job change or loss

Use this guide when you have changed jobs or have lost a job.

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Disability

Use this guide when you have become disabled.

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Inheritance

Use this guide when you have inherited an account at Capital Group.

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Related content

Account updates

Learn how to manage and update your account.

ACCOUNT UPDATES

Find forms

Find the forms you’re looking for.

FIND FORMS

Tax Center

Find tax forms, worksheets, calculators, guides and FAQ.

TAX CENTER

Find information on completing transactions and updates by account type

Education/custodial

CollegeAmerica®

UGMA/UTMA

Coverdell ESA

Individual retirement

Traditional and Roth IRAs

Employer-sponsored

SIMPLE IRA

SEP IRA

403(b)

Non-retirement

Individual and joint accounts

Trust account

ABLEAmerica

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