See how the new individual/joint application saves time | American Funds

News

JUNE 4, 2018

See how the new individual/joint application saves time

 

A new, short version of our Application for Individual or Joint Accounts is now available.

This version:

  • Is 3 pages, 60% shorter than the full-length version
  • Provides links to optional forms you complete only as needed
  • Is the quickest way to set up an individual or joint account

Tips for completion and submission

  1. Download the application and fill it out electronically.
  2. Have clients electronically sign the application.
    We can accept electronic signatures if your firm supports this feature and has a signed agreement with us.
  3. When forms are signed and complete, submit them electronically.

 


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.