Forms & Literature

SIMPLE IRA Program Highlights

This single sheet, aimed at plan sponsors, shows the key benefits of opening a Capital Group SIMPLE IRA plan. Details

SIMPLE IRA prospecting postcard - Offering a retirement plan can be SIMPLE

A postcard for financial professionals to use in prospecting small businesses for SIMPLE IRA plans. Details

SIMPLE IRA prospecting postcard write-in messages - Offering a retirement plan can be SIMPLE

A sheet to provide financial professionals with FINRA-reviewed messages that can be handwritten on t... Details

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

SIMPLE IRA Salary Deferral Election (Digital)

Form that allows employees to set up salary deferrals for their SIMPLE IRAs.

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 Company.

For the hard copy version, see the SIMPLE IRA Salary Deferral Election (Hard Copy)... Details

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

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

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 retirement survey report

This report highlights findings from our 2025 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 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