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Forms and Applications

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Retirement Plan Nonspousal Beneficiary Claim and Distribution

Used by a nonspousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets... Details

Updated: Aug 2026

Not available to order

Retirement Plan Payment Instructions

Form used to request distributions from a non-CB&T retirement plan. Details

Updated: Jan 2025

Not available to order

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Aug 2026

Not available to order

Retirement Plan Transfer/Termination

This form can be used to initiate a non-Capital Bank and Trust Company retirement plan transfer or termination. Details

Updated: Aug 2021

Not available to order

Rollover from an External 529 Plan to an American Funds Roth IRA

This form can be used to request a rollover from an external (non-CollegeAmerica) 529 account to an American Funds Roth IRA owned ... Details

Updated: Feb 2024

Not available to order

Roth IRA Request for Conversion

Convert a CB&T traditional, SIMPLE or SEP/SARSEP IRA to a CB&T Roth IRA or Roth SIMPLE IRA. This form may also be used for SIMPLE IRA in-plan Roth conversions. Details

Updated: Aug 2026

Not available to order

Sales Charge Exemption

Form for individuals who qualify to purchase the American Funds at NAV. Details

Updated: Aug 2025

Not available to order

SARSEP IRA Salary Deferral Election

Form that allows employees to set up salary deferrals for their SARSEP account. This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank and Trust Comp... Details

Updated: Dec 2025

Not available to order

SARSEP Plan Sponsor Guide

Use this guide to move a SARSEP IRA plan to American Funds. Details

Updated: Feb 2026

Not available to order

SARSEP Retirement Plan Employee Guide

Eligible employees can use this enrollment guide and application to establish a SARSEP IRA. Details

Updated: Feb 2026

Not available to order

SECURE Act Amendment

SECURE Act Amendment for Basic Plans. Details

Updated: Aug 2023

Not available to order

SEP IRA Employee Guide

Eligible employees can use this enrollment guide and application to establish a SEP IRA. Details

Updated: Feb 2026

Not available to order

SEP IRA Plan Sponsor Guide

Use this guide to establish a SEP IRA plan. Details

Updated: Feb 2026

Not available to order

Share Class Conversion

Use this form to convert Class A, C or F shares. Details

Updated: Oct 2025

Not available to order

Signature Card Update

Add or modify signature records for check-writing privileges on money market accounts. Details

Updated: Aug 2021

Not available to order

SIMPLE IRA Employee Guide (Digital)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the hard copy version, see the SIMPLE IRA Employee Guide (Hard Copy).... Details

Updated: Jan 2026

Not available to order

SIMPLE IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Updated: Jan 2026

Not available to order

SIMPLE IRA Notification to Eligible Employees

Annual notification an employer may complete and distribute to participants. Includes the SIMPLE IRA Notification to Eligible Empl... Details

Updated: Dec 2025

Not available to order

SIMPLE IRA Notification to Eligible Employees (4% matching or 3% nonelective employer contributions)

This version applies to SIMPLE IRA plans that will make 4% matching or 3% nonelective employer contr... Details

Updated: Aug 2026

Not available to order

SIMPLE IRA Plan Sponsor Cover Letter and Form 5304

Annual mailing to plan sponsors/employers of Non-Designated Financial Institution SIMPLE IRA plans. Includes a cover letter and IR... Details

Updated: Aug 2026

Max: 5

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