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Forms and Applications

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Alphabetical

IRA Disability Distribution Request

Form used by an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP) owner to request a disability distribution from their account. Details

Updated: Apr 2026

Not available to order

IRA Divorce Transfer Request

Transfer assets to an awarded spouse’s IRA as a result of a divorce decree or decree of separate maintenance. Details

Updated: Mar 2025

Not available to order

IRA Nonspousal Beneficiary Claim

Used by a nonspousal beneficiary of a traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. If the beneficiary is a trust, use the IRA Trust Beneficiary Claim form instead. Details

Updated: Feb 2026

Not available to order

IRA Payroll Deduction Election

IRA Payroll Deduction Election form available to employers offering an IRA payroll deduction program for their employees. Form can be used by employers to collect payroll deduction information. Details

Updated: Nov 2019

Not available to order

IRA Payroll Deduction Program Employer Authorization

Form used by an employer to establish an IRA Payroll Deduction program for its employees. Details

Updated: Mar 2021

Not available to order

IRA Qualified Charitable Distribution Request

Use this form to request a qualified charitable distribution (QCD) from an IRA account. Details

Updated: May 2026

Not available to order

IRA Rollover/Transfer Request

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

Updated: Jan 2026

Not available to order

IRS 5304 SIMPLE

SIMPLE IRA plan document created by the IRS. This form should be used if employees are allowed to select the financial institution that holds their SIMPLE IRAs. If American Funds/Capital Bank and Trust Company is the Des... Details

Updated: Aug 2025

Not available to order

IRS Form W-8BEN-E (with instructions)

IRS Form W-8BEN-E: Certificate of Entities Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) Form is used by foreign entities to certify their status under FATCA (chapter 4) and chapt... Details

Updated: Oct 2025

Not available to order

IRA Single Distribution Request

Use this form to request a single distribution from a traditional, Roth or SEP/SARSEP IRA. For SIMPLE IRAs and SIMPLE IRA Plus accounts, use the SIMPLE IRA Single Distribution Request. Details

Updated: Apr 2026

Not available to order

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 2026

Not available to order

IRS Tax Form W-9

Form used by U.S. citizens and resident aliens to certify their Social Security number or taxpayer identification number (TIN) on an existing account. Details

Updated: May 2024

Not available to order

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: May 2026

Not available to order

IRA Trust Beneficiary Claim

Used to claim assets of a traditional, Roth, SIMPLE or SEP/SARSEP IRA when a trust is listed as beneficiary. Details

Updated: Mar 2026

Not available to order

Lifetime Income Illustration Calculation Information

Single sheet explaining calculations for the lifetime income illustration section included on PlanPremier, RecordkeeperDirect and ... Details

Updated: Apr 2022

Not available to order

Lost Securities Notification

Form used to notify American Funds of a lost or stolen certificate. Details

Updated: Oct 2021

Not available to order

MPP/PSP Distribution Request

Form used to request distributions from a money purchase or profit-sharing plan. Details

Updated: Aug 2026

Not available to order

Mutual Fund Account Options

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

Updated: Jul 2025

Not available to order

Name Change Request

Form used by existing shareholders to effect a legal name change on American Funds and CB&T accounts. Details

Updated: Jul 2025

Not available to order

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

Updated: May 2024

Not available to order

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