Inheritance guide

Actions to consider

Consider talking to your financial professional. They can offer advice and help you make decisions when going through a major life event or change.

If you haven’t notified Capital Group of the passing of the investor or claimed the inherited account, please call us at (800) 421-4225 and we’ll walk you through the process.

When calling, you’ll need the:

• Account number
• Date of death
   

After you have claimed an account, you can complete account updates and perform transactions. The guide below can help you identify tasks that may be appropriate. (This is not an all-inclusive list.)

Identify how you would like to take a distribution from your account

• Take a one-time distribution
• Set up an automatic distribution plan
• Download the Add/Update Bank Information form (PDF) to link a bank account to receive distributions
   

Review the beneficiaries on your account

• Review or update the beneficiaries on your IRA and/or transfer on death account
   

Review the personal and banking information on your account

• Update your address
• Update your email address to ensure you receive alerts about account activity, security and document availability
• Order new check-writing checks, if applicable