Help your clients through major life events

If your client has experienced a major life event, use these checklists to assist with account updates they may need to consider.

Life event

Marriage

Use this checklist for your recently married client.

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New baby or dependent

Use this checklist when there is a new addition to the family.

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College

Use this checklist when a student begins college.

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Divorce

Use this checklist when your client has a pending or final divorce.

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Disability

Use this checklist if your client becomes disabled.

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Job change or loss

Use this checklist if your client changes or loses a job.

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Inheritance

Use this checklist when your client inherits an American Funds account.

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Retirement

Use this checklist when your client retires.

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Contact us

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For financial professionals only. Not for use with the public.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.

Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.