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Mail you may receive from American Funds

CollegeAmerica (R) is a nationwide plan sponsored by Virginia 529 (SM)

Learn about documents you may receive and your delivery options.

American Funds sends you various documents based on the types of accounts you own and the funds in which you are invested.

Many of these documents are available for electronic delivery. By switching from paper mail to e-delivery, you can help the environment and in many cases protect your privacy.

Note: Some accounts are not eligible for e-delivery.

Learn more about e-delivery.

Document Description Frequency E-Delivery
Welcome

Our Welcome guide is included with your first new account confirmation.

Once
New account confirmation

The new account confirmation includes your initial investment, account number and other options or services added to your account.

Once
Transaction confirmation

A transaction confirmation is mailed after there is financial activity in an existing account. Note: Some automated transactions — such as automatic investment or withdrawal plans — do not generate a confirmation, but are reflected on the quarterly statement.

As needed Available for E-delivery
Quarterly statement

The quarterly statement summarizes account information and activity for each quarter. The fourth-quarter — or year-end — statement reports year-to-date information useful for your tax filing. View your quarterly statement.

Quarterly Available for E-delivery
Investor News

Investor News is a shareholder newsletter included with quarterly statements.

Quarterly Available for E-delivery
Investor

Investor is a shareholder magazine that features articles related to investing and other financial concepts.

Semi-annually
Semi-annual report

A semi-annual report is a six-month record of a mutual fund’s financial status that includes a review of the fund’s operations and various financial statements. View semi-annual reports.

Annually Available for E-delivery
Prospectus/Summary Prospectus

A prospectus describes a fund’s investment objectives, fees and expenses; investment results; and other essential data required for investors to make an informed decision about investing in a mutual fund. A summary prospectus provides a summary of a fund’s prospectus. When available, a summary prospectus is mailed in lieu of the prospectus. View prospectuses and summary prospectuses.

Annually Available for E-delivery
Annual report

An annual report is a yearly record of a mutual fund’s financial status that includes a review of the fund’s operations and various financial statements. View annual reports.

Annually Available for E-delivery
Tax guide

The tax guides, mailed in late January with 1099-B and 1099-DIV tax forms, provide important tax information and worksheets. The tax guides are also available in our Tax Center from late January to mid-October.

Annually
Tax forms

Tax forms are generated based on your account type and activity. Learn more about tax forms in our Tax Center.

Annually
CollegeAmerica Program Description

The CollegeAmerica Program Description includes frequently asked questions and outlines the plan in detail.

Annually

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.