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Forms and Applications

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Coverdell ESA Distribution Request

Establish a regular withdrawal plan or take a single distribution from a Coverdell account. Details

Updated: Oct 2025

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Coverdell ESA Distribution Request for Excess Contributions

Request a withdrawal of Coverdell contributions that exceed the annual limit. To avoid an excise tax imposed by the IRS, remove an... Details

Updated: Dec 2023

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Coverdell ESA 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 Application that includes the information to open a Coverdell ESA account. It should be submit... Details

Updated: Mar 2024

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Coverdell ESA Request for Transfer of Assets

Use this form to request a transfer from an external Coverdell ESA into an American Funds Coverdell ESA. Details

Updated: Mar 2023

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Employer-Sponsored CollegeAmerica Account Application (Digital)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the hard copy version, see the Employer-Sponsored CollegeAmerica Account Application (Hard Copy)... Details

Updated: Jan 2025

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Employer-Sponsored CollegeAmerica Account Application (Hard Copy)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the digital version, see the Employer-Sponsored CollegeAmerica Account Application (Digital)... Details

Updated: Jan 2025

Max: 25

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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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

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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

Updated: May 2026

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