ACCOUNT INFORMATION
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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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INVESTMENT OPTIONS
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Update your account information
You can use our website — or forms provided on our website — to update the following account information:
To change your address and/or phone number, log in and click Profile & Settings. Then go to the Profile tab and click Change next to your address.
| Account type | Instructions |
Individual/Joint Retirement
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Download and complete the Name Change Request (PDF). You must either:
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To change your email address, log in to your account, go to Profile & Settings, then choose the Profile tab. Click Change next to your email address.
To change your user name, log in and click Profile & Settings. Then go to the Profile tab and click Change next to your user name.
To change your password, log in and click Profile & Settings. Then go to the Profile tab and click Change next to Account Password.
If you forgot your password, you can request a one-time passcode to reset it. You may also call us at (800) 421-4225 for assistance.
To change your bank or bank account number, log in and click Profile & Settings. Then go to the Profile tab to change your bank information.
To update your bank information for withdrawals, please download and complete the Add/Update Bank Information form (PDF).
To change your beneficiary, go to Forms page and download and complete the applicable form.
Log in to your account and click View under Beneficiary Information on the right side of the page.
To certify the Social Security number or Taxpayer Identification Number (TIN) on your account, download and complete IRS Form W-9 (PDF).
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. Similar information is contained in the CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor. CollegeAmerica is a nationwide plan sponsored by Virginia529.
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.
American Funds Distributors, 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.