- Retirement Plan Payment Instructions (PDF)
Request distributions from a non-CB&T retirement plan.
- Mutual Fund Account Options/FundsLink® (PDF)
Add or update non-retirement account options.
- Gift of Shares Request (PDF)
Use this form to initiate a gift transfer.
- Gift Transfer of Shares to a Charitable Organization (PDF)
Donate shares to a nonprofit organization.
- Transfer/Registration Change Request (PDF)
Use this form to transfer shares to a new or existing American Funds account or to update your American Funds account registration. If selling or redeeming shares, a Request to Sell Shares form must also be submitted.
- Request to Sell Shares (PDF)
Request distributions from non-retirement accounts.
- Lost Securities Notification (PDF)
Report lost or stolen share certificates.
- Signature Card Update (PDF)
Add or modify signature records for check-writing privileges on money market accounts.
- Name Change Request (PDF)
Update accounts when a legal name change has occurred.
- IRS Form W-9 (PDF)
Certify a Social Security number, taxpayer identification number or employer identification number.
- IRS Form W-8BEN With Supplement (PDF)
Certify foreign status for tax withholding purposes (nonresident aliens only). Also includes Internal Revenue Service (IRS) instructions for completing Form W-8BEN and the American Funds Supplement to Form W-8BEN. These instructions can be used to help determine if additional documentation is required to validate form W-8BEN.
- Cost Basis Update Request (PDF)
Change the cost basis method to be applied to one or more accounts. The difference between the purchase price (the cost basis) and the price of your shares when you sell or exchange them will determine the capital gain or loss you report to the IRS. Because the method of cost basis calculation can have tax implications, we encourage you to consult your tax advisor when making a change. American Funds uses Average Cost as the default cost basis method.
- Add/Update Bank Information (PDF)
Add or update bank information to purchase and/or sell shares.
- Trusted Contact (PDF)
Use this form to add a trusted contact to your account or to update existing trusted contact information. A trusted contact is an individual whom American Funds or your financial advisor may contact, as permitted by law, to address possible financial exploitation or to confirm your current contact information or health status.