Forms & Literature

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - Spanish)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

SIMPLE IRA Transfer Election

For use when Capital Bank and Trust Company is the designated financial institution of a SIMPLE IRA plan. This form is used to periodically transfer contributions from a participant's American Funds SIMPLE IRA to a SIMPL... Details

Simplify a SIMPLE IRA with target date funds — American Funds Target Date Retirement Series

*For financial professionals, third-party administrators and institutional consultants only.* This... Details

Small Business America 2026 report

This report highlights findings from our 2026 small business survey and focuses on ways to help small business owners plan for retirement for themselves and their employees. Details

SMALLCAP World Fund Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be preceded or accompanied by a prospectus. Details

“Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement plan and start investing. This s... Details

“Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and choose their investments. This... Details

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. This is a fillable 8.5 x 11 PDF. Details

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Spanish version - “Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and ... Details

Statement of Intention (SOI)

Form used to request a statement of intention (SOI). Details

State-sponsored retirement plans and alternative options brochure - 401(k) plan version (RKD PP Bundled PPTPA)

This brochure provides plan sponsors with an overview of state-sponsored retirement plans and a comp... Details

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

Take advantage of Spanish-language resources to help employees invest for retirement

This single sheet lists the resources available in Spanish for Capital Group retirement plans, inclu... Details

Target date funds & variable annuities - A path to and through retirement (Generic Version) — American Funds Insurance Series - Target Date Series

This brochure introduces the American Funds Insurance Series — Target Date Series, discussing benefi... 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 Disclosure Statement

Standalone version of the Traditional or Roth IRA Disclosure Statement included with IRA applications. 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