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Retirement Planning

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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 manage your SIMPLE IRA Plus plan online

This website user guide is designed to help plan sponsors and third-party administrators manage their SIMPLE IRA Plus plan on the ... Details

Updated: Sep 2026

Not available to order

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

This fact sheet gives an overview of the SIMPLE IRA Plus plan set up and enrollment process and help define the roles that financi... Details

Updated: Sep 2026

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

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

Make it easier to manage your retirement plan

This single sheet highlights five key features that can help plan sponsors manage their company's PlanPremier® retirement plan and... Details

Updated: Oct 2024

Not available to order

Managing your account - Group Investing/TRAC plans

This sheet provides participants in Group Investing and TRAC plans with an overview of how to access and manage their retirement a... Details

Updated: Dec 2025

Not available to order

Managing your account - RecordkeeperDirect

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Mar 2026

Managing your account - SIMPLE IRA Plus

This sheet provides participants in SIMPLE IRA Plus plans with an overview of how to access and manage their retirement accounts online and by phone, and highlights key savings tools. Details

Updated: Jan 2026

Medicare checklist

An easy-to-understand checklist for clients, outlining some important Medicare steps, timelines and deadlines for 2026. Details

Updated: Jan 2026

Not available to order

Meeting your fiduciary responsibilities

This single sheet, aimed at helping plan sponsors meet their fiduciary duties, provides guidance to help ensure different plan service providers fulfill their responsibilities. Details

Updated: Dec 2025

Multi-Sector 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: Mar 2026

Name Change Request

Form used by existing shareholders to effect a legal name change on American Funds and CB&T accounts. Details

Updated: Jul 2025

Not available to order

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Individual

Form used to add a participant to an existing individual 403(b) plan. Accounts are generally aggregated at the participant level.... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Texas ORP

Form used to add a participant to an existing Texas ORP 403(b) plan. Details

Updated: May 2024

Not available to order

New Perspective 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

Updated: Dec 2025

New rules for today’s 403(b) market

Outlines a brief summary of American Funds’ interpretation of the revised 403(b) rules. Details

Updated: May 2009

Not available to order

New 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

Updated: Jan 2026
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