CLIENT ACCOUNTS

Recently Viewed Accounts

You have no recently viewed accounts.

Select your location

Who are you ?

Select another location

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Who are you ?

Select another location

Who are you ?

RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

IRA reports

IRA reports are available for your clients’ beneficiary designations, contributions and required minimum distributions (RMDs).

Order an IRA report

IRA required minimum distributions report

This report can be ordered for traditional, SEP, SARSEP and SIMPLE IRAs.

IRA contributions report

 

This report can be ordered for a traditional or Roth IRA.

IRA beneficiary designations report

This report can be ordered for traditional, Roth, SEP, SARSEP and SIMPLE IRAs.

These reports include the following information:

IRA required minimum distributions report:

  • Total RMD amount
  • Year-to-date distributions
  • Remaining RMD amount
  • Automatic transaction status
  • Projected distributions based on pending automatic transactions
     

Note: The RMD amount is calculated using the IRS Uniform Lifetime Table and rounded to the nearest dollar.

The IRA contributions report:

  • This report lists clients who haven't contributed the maximum amount to their traditional or Roth IRA.
     

The IRA beneficiary designations report lists clients who have either:

  • Not made a beneficiary designation
  • Not updated a beneficiary designation in the past five years

Expect to receive the report in five to seven business days. All IRA reports are sent via regular mail.

Ordering IRA reports online generates reports for the specific representative or branch ID you're logged in with. For reports that show accounts for multiple representative or branch IDs, please contact us.

For accounts that were established in the current year with no prior year-end value, the current value is used to calculate the estimated RMD amount.

The amount shown does not indicate that an RMD must be taken in the current year. You can dismiss the amount shown if the distribution has already been taken. Typically, the RMD amount is taken out before the account's establishment.

No, the RMD calculation is not designed to meet all the circumstances that can apply to an individual's situation. The report uses the Uniform Lifetime factor, which is not always the correct factor for an account. Except for the prior year-end and current account balance amounts, the report rounds all figures provided to the nearest whole number.

Before making a final determination about an individual's RMD status, completely review their situation and consider assets held elsewhere. View our Required Minimum Distribution (RMD) Guide for additional information. 

Explore more information about IRA accounts


Contact us

Have questions or need additional support?
Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

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.