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Retirement Planning

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Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for Traditional IRAs, Roth IRAs, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

Information Sharing Agreement 403(b) Contact Information

This application can be used when there is a single owner who is opening individual Accounts with multiple Beneficiaries. A separa... Details

Updated: Mar 2023

Not available to order

Inherited IRA Application

Application used to establish an American Funds traditional or Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Feb 2026

Not available to order

Institutional Retirement Strategic Growth - Introduction to Services

Institutional retirement strategic growth brochure, introducing the potential benefits of customizing retirement plan features to ... Details

Updated: Sep 2025

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 2026

International Vantage 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: Jan 2026

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
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“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

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.