Forms & Literature | Capital Group Recently updated

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Most recently updated pieces

Inherited IRA Distribution Request (for Non-Eligible Designated Beneficiaries)

Individuals who are more than 10 years younger than the deceased account owner can use this form to request a distribution from an... Details

Updated: Feb 2026

Not available to order

Inherited Traditional or Roth IRA F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. This supplement should be submitted with... Details

Updated: Feb 2026

Not available to order

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or... Details

Updated: Feb 2026

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 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

KKR Core Plus+ Annual Report

Yearly report on the fund's results, differentiated by share class and distributed to shareholders in accordance with SEC regulations. Includes basic holdings information as well as a QR-code link to detailed financial i... Details

Updated: Feb 2026

Max: 50

KKR Multi-Sector+ Annual Report

Yearly report on the fund's results, differentiated by share class and distributed to shareholders in accordance with SEC regulations. Includes basic holdings information as well as a QR-code link to detailed financial i... Details

Updated: Feb 2026

Max: 50

MSI Brochure Five-Year Redesign (F-2 Share) — American Funds Multi-Sector Income Fund

This redesigned brochure describes the Multi-Sector Income Fund’s investment philosophy, process and... Details

Updated: Feb 2026

NEF Summary Prospectus - Spanish

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 - Spa... Details

Updated: Feb 2026

Max: 50

New Economy 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: Feb 2026

New Perspective Fund - A core-growth, global equity strategy built for an evolving world. (R-6 Share) — New Perspective Fund

Designed to serve as a conversation starter with intermediaries and plan sponsors about the fund and... Details

Updated: Feb 2026

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Updated: Feb 2026

Not available to order

Public-Private+ Funds advisor brochure - Expanded Version

This brochure gives an overview of the funds in our Public-Private+ Solutions suite and the partnership between Capital Group and ... Details

Updated: Feb 2026

Max: 50

Quarterly Investment Portfolio - American High-Income Trust

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2026

Not available to order

Quarterly Investment Portfolio - EuroPacific Growth Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2026

Not available to order

Quarterly Investment Portfolio - New Perspective Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2026

Not available to order

Quarterly Investment Portfolio - SMALLCAP World Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2026

Not available to order

Quarterly Investment Portfolio - U.S. Government Money Market Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2026

Not available to order

Ready to Make a Move

A RecordkeeperDirect participant who has left the company/organization sponsoring their retirement plan can use this booklet to request a cash distribution or rollover. Contains Application for Direct Rollover to a Ne... Details

Updated: Feb 2026

Max: 1

Rise to the Role workshop series – Anatomy of a sales call checklist EJ version (Dealer Vrs - EJ)

**FOR EJ USE ONLY** Rise to the Role – Anatomy of a sales call checklist that shows how to put the f... Details

Updated: Feb 2026

Max: 50

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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.

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As of July 1, 2024, American Funds Distributors, Inc. was 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.