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Retirement Planning

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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 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: Oct 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
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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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