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Retirement Planning

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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
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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

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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

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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

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Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

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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

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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

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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

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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

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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

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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

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IRA Rollover/Transfer Request

Use this form to move assets from an American Funds IRA (Traditional, SIMPLE or SEP/SARSEP) to another financial institution or to another American Funds account. To move external assets to an American Funds IRA, use the... Details

Updated: Jan 2024

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IRA Single Distribution Request

To be used for a one-time distribution from an IRA. Do not use this form for accounts for which Capital Bank and Trust Company (CB&T) is not the custodian. Details

Updated: Jan 2024

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IRA Spousal Beneficiary Claim

Used by the spousal beneficiary of a Traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. Details

Updated: Feb 2024

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IRA Substantially Equal Periodic Payments Request

Form used by an IRA (Traditional, Roth, SIMPLE or SEP/SARSEP) owner to request substantially equal periodic payments. Details

Updated: Mar 2024

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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

“Leaving your job” prospecting letter

Audience: terminating retirement plan participants

Encourages participants to roll over their account balance to an IRA ... Details

Updated: Oct 2014

Not available to order

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Updated: May 2024

Not available to order

Request for Transfer of Assets or Direct Rollover

Form used to request a transfer or direct rollover from an external IRA or qualified plan to an American Funds Traditional, Roth, ... Details

Updated: Mar 2024

Not available to order

Traditional and Roth IRA Recharacterization Request

Form used to recharacterize a Traditional to a Roth IRA or vice versa. Details

Updated: Aug 2021

Not available to order

Traditional or Roth IRA Account Options

Add or update Traditional or Roth IRA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Apr 2021

Not available to order

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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.