Moving funds to a client’s IRA just got easier | Capital Group


March 31, 2020

Moving funds to a client’s IRA just got easier

Based on your input, we’ve improved the forms to facilitate moving money to an American Funds IRA from a client’s IRA or retirement plan at another institution.

New forms

New resource

To make the process of moving money a smooth one, use our new resource Moving Funds to an American Funds IRA which outlines:

  • the steps to follow
  • how to prevent delays
  • how long the process will take

Please share this information with anyone in your office who assists you.

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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