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Forms and Applications

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F-2 Share Conversion and Financial Professional/Fee Authorization

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Use this form to convert to Class F-2 sh... Details

Updated: Oct 2025

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Fee-Based Financial Professional Change Request

RecordkeeperDirect plan sponsors can use this form to update financial professional information on file for their plan. This form ... Details

Updated: Oct 2025

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Financial Professional Change Request

Form used to update the financial professional listed on an investor’s account(s). Details

Updated: Dec 2024

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Fund Information

A quick guide to fund names, numbers, minimums and share class restrictions. Details

Updated: Mar 2026

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Fund information matrix (C, A, F-3, F-1, F-2 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: Apr 2026

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View FINRA letter

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Fund information matrix (R-4, R-5, R-1, R-5E, R-6, R-3, R-2, R-2E Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: Apr 2026

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View FINRA letter

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Gift of Shares Request

Form used by existing investors to initiate a gift transfer. Details

Updated: Sep 2021

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Gift Transfer of Shares to a Charitable Organization

Donate shares to a nonprofit organization. Details

Updated: Apr 2026

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Indirect Rollover Request

Investors can use this form to roll an IRA or qualified retirement plan distribution back to a qualified retirement plan or IRA within 60 days of receiving the assets. This form should only be used for indirect rollovers... Details

Updated: Jun 2025

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Individual or Joint Account F-2 Share Class Supplement

Supplement to the F-2 Share Account Application that includes the information to open an individual or joint account. It should be... Details

Updated: Apr 2022

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Individual Retirement Account F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Supplement to the F-2 Share Account Appl... Details

Updated: May 2024

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Information Sharing Agreement 403(b) Contact Information

This application can be used when there is a single owner who is opening individual Accounts with multiple Beneficiaries. A separa... Details

Updated: Mar 2023

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Inherited IRA Application

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

Updated: Feb 2026

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Inherited IRA Beneficiary Change

Form used by existing investors to change or designate the beneficiaries on a CB&T inherited IRA (Traditional, Roth or SIMPLE) that contains inherited assets due to the death of the original IRA owner. Details

Updated: Nov 2023

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Inherited IRA Distribution Request (for Entities)

Entity beneficiaries, such as estates (including heirs), charities and trusts that do not qualify as see-through trusts, may use t... Details

Updated: Feb 2026

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Inherited Traditional or Roth IRA F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. This supplement should be submitted with... Details

Updated: Feb 2026

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Investment Advisor Representative (IAR) to Act as Agent

Form used to add or change an Investment Advisor Representative (IAR) to an account. To complete this form IARs will need their Fi... Details

Updated: Jun 2026

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Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE, SARSEP, 403(b) and 457(b) plans to make changes to their investment allocations. This for... Details

Updated: Dec 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, SIMPLE Plus or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or... Details

Updated: Apr 2026

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IRA Beneficiary Change

Designate or modify Traditional, Roth, SEP or SIMPLE IRA beneficiaries. Details

Updated: Apr 2026

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