Forms & Literature

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

Retirement plan summary prospectus kit

Kit contains all Target Date retirement series summary prospectuses. Details

Retirement Plan Transfer/Termination

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

Returns matter more than you think

70% or more of a participant's retirement account balance could come from investment returns, not contributions. That's why investment selection matters. Details

The right choice for 401k plans - PlanPremier fee-based single sheet (PP Bundled PPTPA)

This single sheet for financial professionals outlines how PlanPremier can fit within and benefit th... Details

RKD e-distributions – Take advantage of a better withdrawal and loan process online

This single sheet highlights key benefits and features of the e-distribution and e-loan services ava... Details

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

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client’s educational website. Details

RP Practice Builder – Identify Prospective Retirement Plan Clients

This worksheet can help financial professionals identify prospective retirement plan clients and offers case studies suggesting ho... Details

Sample de minimis distribution cashout letter to participant

Use this sample letter to inform a participant of their retirement plan account options when they’re no longer employed by their c... Details

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

SARSEP Plan Sponsor Guide

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

SARSEP Retirement Plan Employee Guide

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

SEP IRA Employee Guide

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

SEP IRA Plan Sponsor Guide

Use this guide to establish a SEP IRA plan. Details

SEP IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group SEP IRA program. Details

Short-Term Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

SIMPLE IRA Employee enrollment kit

This kit includes resources to help you educate participants about their plan and the basics of investing. You may also want to download the Fund information guide to help participants complete the enrollment form. Details

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

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