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 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 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

Traditional and Roth IRA Recharacterization Request

Re-designate a traditional or Roth IRA contribution. Details

Traditional or Roth IRA Account Options

Add or update traditional or Roth IRA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Traditional or Roth IRA Disclosure Statement

Standalone version of the Traditional or Roth IRA Disclosure Statement included with IRA applications. Details

Traditional/Roth IRA Application Booklet (Hard Copy)

IRA application with related forms.

For the digital version, see the Traditional/Roth IRA Account Application (Digital). ... Details

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Your roadmap to moving your SIMPLE IRA

This brochure is designed to help financial professionals and retirement plan sponsors understand the requirements and timing of moving SIMPLE IRA plans. Details