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Retirement Planning

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Intermediate Bond Fund of America Fund Summary Prospectus

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

Updated: Nov 2025

International Growth and Income Fund Summary Prospectus

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

Updated: Sep 2025

Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE, SARSEP, 403(b) and 457(b) plans to make changes to their investment allocations. This for... Details

Updated: Dec 2024

Not available to order

Investment Company 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

Updated: Mar 2026
Image not available

“Investor assessment questionnaire”

Advisers can use this four-page fact finder to gather important information about clients and help them with investment selection. Details

Updated: Dec 2013

Not available to order

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or... Details

Updated: Apr 2026

Not available to order

IRA Beneficiary Change

Designate or modify Traditional, Roth, SEP or SIMPLE IRA beneficiaries. Details

Updated: Apr 2026

Not available to order

IRA Disability Distribution Request

Form used by an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP) owner to request a disability distribution from their account. Details

Updated: Apr 2026

Not available to order

IRA Divorce Transfer Request

Transfer assets to an awarded spouse’s IRA as a result of a divorce decree or decree of separate maintenance. Details

Updated: Mar 2025

Not available to order

IRA Nonspousal Beneficiary Claim

Used by a nonspousal beneficiary of a traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. If the beneficiary is a trust, use the IRA Trust Beneficiary Claim form instead. Details

Updated: Feb 2026

Not available to order

IRA Payroll Deduction Election

IRA Payroll Deduction Election form available to employers offering an IRA payroll deduction program for their employees. Form can be used by employers to collect payroll deduction information. Details

Updated: Nov 2019

Not available to order

IRA Rollover/Transfer Request

Use this form to move assets from an American Funds IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP) to another financial institution or to another American Funds account. To move external assets to an American... Details

Updated: Jan 2026

Not available to order

IRS 5304 SIMPLE

SIMPLE IRA plan document created by the IRS. This form should be used if employees are allowed to select the financial institution that holds their SIMPLE IRAs. If American Funds/Capital Bank and Trust Company is the Des... Details

Updated: Aug 2025

Not available to order

IRA Single Distribution Request

Use this form to request a single distribution from a traditional, Roth or SEP/SARSEP IRA. For SIMPLE IRAs and SIMPLE IRA Plus accounts, use the SIMPLE IRA Single Distribution Request. Details

Updated: Apr 2026

Not available to order

IRA Spousal Beneficiary Claim

Used by the spousal beneficiary of a traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. Details

Updated: Feb 2026

Not available to order

IRA Substantially Equal Periodic Payments Request

Form used by an IRA (traditional, Roth, SIMPLE or SEP/SARSEP) owner to request substantially equal periodic payments. Details

Updated: May 2026

Not available to order

IRA Trust Beneficiary Claim

Used to claim assets of a traditional, Roth, SIMPLE or SEP/SARSEP IRA when a trust is listed as beneficiary. Details

Updated: Mar 2026

Not available to order

It’s easy to set up a SIMPLE IRA Plus plan single sheet

Use this single sheet to give an overview of the SIMPLE IRA Plus plan setup and enrollment process and help define the roles that ... Details

Updated: May 2025

Keep your retirement plan running smoothly with the help of a TPA

This single sheet explains to retirement plan sponsors the potential benefits of offering a plan with a TPA component for plan adm... Details

Updated: May 2026

Not available to order

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Apr 2026
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