Forms & Literature | Capital Group 403(b)/Texas ORP Request for Exchange or Rollover

Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.


403(b)/Texas ORP Request for Exchange or Rollover

Participants can use this form to request an exchange from the same plan or direct rollover from an external qualified plan or IRA directly to an American Funds 403(b) or Texas ORP.
Not available to order

Detailed Information:

  • Updated: Mar 2023
  • Literature number: IR4BFM-028-0323

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 summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.


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.