Mail You May Receive From Capital Group
Learn about documents you may receive and your delivery options.
Capital Group, home of American Funds, sends you various documents based on the types of accounts you own and the funds in which you are invested.
Many of these documents are available for paperless delivery. By switching from paper mail to paperless delivery, you can help the environment and in many cases protect your privacy.
Note: Some accounts are not eligible for paperless delivery.
An account confirmation is mailed when the initial investment is made into an account or when there is financial or maintenance activity in an existing account.*
Note: Some automated transactions, such as automatic investment or withdrawal plans, do not generate a confirmation, but are reflected on the quarterly statement.
The quarterly statement summarizes account information and activity for each quarter. The year-end quarterly statement reports year-to-date information that is useful for your tax filing.
A prospectus describes a fund’s investment objectives, fees and expenses; investment results; and other essential data required for investors to make an informed decision about investing in a mutual fund. A summary prospectus provides a summary of a fund’s prospectus. When available, a summary prospectus is mailed in lieu of the prospectus. View prospectuses and summary prospectuses.
Upon initial investment in each fund; annually thereafter
Tax forms are generated based on your account type and activity.
CollegeAmerica Program Description
Upon initial investment; annually thereafter