Forms & Literature

College Target Date Series single sheet — America Funds College Target Date Series

This single sheet introduces financial professionals to the American Funds College Target Date Serie... Details

Coverdell ESA Application

Use this application to establish a Coverdell Education Savings Account.

Includes Coverdell ESA Application, Coverdell ESA Custodial Agreement, and Coverdell ESA Disclosure Statement.

Education Savings Account Request for Transfer of Assets... Details

Coverdell ESA Distribution Request for Excess Contributions

Request a withdrawal of Coverdell contributions that exceed the annual limit. To avoid an excise tax imposed by the IRS, remove an... Details

Coverdell ESA F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Supplement to the F-2 Share Account Application that includes the information to open a Coverdell ESA account. It should be submit... Details

Coverdell ESA Request for Transfer of Assets

Use this form to request a transfer from an external Coverdell ESA into an American Funds Coverdell ESA. Details

Employer-Sponsored CollegeAmerica Account Application (Digital)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the hard copy version, see the Employer-Sponsored CollegeAmerica Account Application (Hard Copy)... Details

Employer-Sponsored CollegeAmerica Account Application for Clients of Registered Investment Advisors

Form used to establish a 529-F-2 share employer-sponsored CollegeAmerica savings account. Details

Employer-Sponsored CollegeAmerica Account Application (Hard Copy)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the digital version, see the Employer-Sponsored CollegeAmerica Account Application (Digital)... Details

Financial Professional Change Request

Form used to update the financial professional listed on an investor’s account(s). Details

Fundamental Investors 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

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Gift of Shares Request

Form used by existing investors to initiate a gift transfer. Details

Income Fund 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

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

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

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

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

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

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

Name Change Request

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