Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Retirement Planning

Page: [1] | 2 | 3 | 4 | 5  next » of 5


Enter quantities for one or more titles and click Add All to Cart.

Featured

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Mar 2024

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: Apr 2023

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

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

Updated: Jan 2024

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Apr 2023

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: Mar 2023
Enter quantities for one or more titles and click Add All to Cart.

Alphabetical

402(f) Notice of Special Tax Rules On Distributions

Learn the tax implications of rollovers and distributions from employer-sponsored retirement plans. Details

Updated: Dec 2023

Not available to order

Beneficiary Declaration and Indemnification

Each beneficiary of a deceased CB&T account owner must submit this form if the account owner did not provide the names of the ... Details

Updated: Apr 2023

Not available to order

Choose a plan that meets the needs of your employees and your organization

This brochure provides 2023 retirement plan contribution limits and key rules/features for most retirement plans, summarizes safe-... Details

Updated: Apr 2023

Coverdell ESA Beneficiary Change

Form used by existing shareholders who need to designate or modify the beneficiary on their Coverdell Education Savings Account. Details

Updated: Sep 2021

Not available to order

Coverdell ESA Distribution Request

Establish a regular withdrawal plan or take a single distribution from a Coverdell account. Details

Updated: Sep 2021

Not available to order

Coverdell ESA Request for Transfer of Assets

Use this form to request a transfer of assets into a Capital Bank & Trust Coverdell Education Savings account. Details

Updated: Mar 2023

Not available to order

Distribution Request for Excess Contributions From SEP/SARSEP IRAs

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

Updated: Sep 2021

Not available to order

Distribution Request for Excess Contributions From SIMPLE IRAs

Remove SIMPLE IRA contributions that exceed the annual limit. We suggest consulting a tax advisor about deadline requirements to a... Details

Updated: Nov 2023

Not available to order

Distribution Request for Excess Contributions From Traditional and Roth IRAs

Remove IRA contributions that exceed your annual limit. We suggest consulting a tax advisor about deadline requirements to avoid ... Details

Updated: Sep 2023

Not available to order

Indirect Rollover Request

Investors can use this form to roll an IRA or qualified plan distribution back to a qualified plan or IRA within 60 days of receiving the assets. This form should only be used for indirect rollovers. For transfers or direct rollovers, use the Request for Transfer of Assets or Direct Rollover... Details

Updated: Nov 2020

Not available to order

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

Inherited IRA Application

Application used to establish an American Funds Traditional/Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Mar 2024

Not available to order

Inherited IRA Distribution Request (for deaths prior to 1/1/2020)

Investors can use this form to request a distribution from an inherited IRA. This form should only be used if the deceased account... Details

Updated: Feb 2024

Not available to order

Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE IRA, SARSEP, 403(b) and 457(b) plans to make changes in their investment selection. This f... Details

Updated: Nov 2020

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, or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or for account... Details

Updated: Jan 2024

Not available to order

IRA Beneficiary Change

Form used by existing shareholders who need to designate or modify the beneficiary on their Traditional, Roth, SEP or SIMPLE IRA. Details

Updated: Nov 2023

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 2024

Not available to order

IRA Divorce Transfer Request

Transfer assets to an awarded spouse’s IRA as a result of a divorce decree or decree of separate maintenance. Details

Updated: Jun 2023

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 Trust Beneficiary Claim form instead. Details

Updated: Feb 2024

Not available to order

IRA Payroll Deduction Election

IRA Payroll Deduction Election form available to employers offering an IRA payroll deduction program for their employees. Form can be used by employers to collect payroll deduction information. Details

Updated: Nov 2019

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Page: [1] | 2 | 3 | 4 | 5  next » of 5


Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.