A new way to send forms | Capital Group


November 12, 2020

A new way to send forms

Based on your feedback, we’ve added a new option for submitting documents. Instead of faxing or mailing forms to us, you can now upload them to our website.

The new tool is:

  • Easy to use. Upload your documents in a few simple steps.
  • Secure. Files are encrypted during the submission process.
  • Flexible. Upload any document that doesn’t require a signature guarantee or original certification.

To submit documents online, you must be registered on our website. If you’ve never logged in to access your account online before, you can register now.

To register, you’ll need your account number (found on any quarterly statement) and the last four digits of the primary account holder’s Social Security number.

You can submit your forms by visiting the Contact Us page and clicking Send Documents.

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.

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.