Forms & Literature

State Tax Information

This document provides basic guidance for state income tax withholding on distributions from IRAs (Traditional, Roth, SIMPLE, SEP/SARSEP) and qualified retirement plans (403(b), 401(k), 457(b), MPP/PSP). Details

Supplement to Form W-8BEN

Non-resident aliens need to complete this form if additional documentation is required to validate Form W-8BEN. Details

Texas Optional Retirement Program (ORP) Distribution Request

Participants can use this form to request a distribution or direct rollover from a Texas ORP 403(b) account. Details

Traditional and Roth IRA Recharacterization Request

Re-designate a traditional or Roth IRA contribution. Details

Traditional or Roth IRA Account Options

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

Traditional or Roth IRA Custodial Agreement

This agreement is included with IRA applications. It defines the terms and provisions of American Funds IRAs. Details

Traditional/Roth IRA Application Booklet (Hard Copy)

IRA application with related forms.

For the digital version, see the Traditional/Roth IRA Account Application (Digital). ... Details

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

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

Transfer on Death (TOD) Registration Request

Non-retirement account transfer on death beneficiary designation form. Details

Transfer/Registration Change Request

This form can be used to transfer shares to a new or existing account, or to update the registration/owner(s) on an existing account. This form should only be used for non-retirement accounts. Details

Trusted Contact

Investors can use this form to add a trusted contact to their accounts or to update existing trusted contact information. A trusted contact is an individual whom American Funds or a financial advisor may contact on behal... Details

Trust, Estate, Business and Nonprofit Accounts F-2 Share Class Supplement

Supplement to the F-2 Share Account Application that includes the information to open a trust, estate, business or nonprofit accou... Details

UGMA/UTMA Successor Custodian Designation

Form used to designate a successor custodian for either an UGMA or UTMA account in the event that the original custodian resigns, ... Details

W-8BEN with Supplement

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 ... Details

Waiver of Probate Request

Form used to initiate the waiver of probate process. Details

Wiring Money to American Funds (for Existing Accounts Only)

Use this information to wire money into an existing American Funds account.

For new accounts, see Wiring Money to American Funds (for New Accounts Only)... Details

Wiring Money to American Funds (for New Accounts Only)

Use this information to wire money into a new American Funds account.

For existing accounts, see Wiring Money to American Funds (for Existing Accounts Only)... Details