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
MUTUAL FUND RESOURCES
RETIREMENT
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OUR APPROACH
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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.
Document |
Description |
Frequency |
Paperless delivery |
WELCOME GUIDE |
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Our Investor reference guide (PDF) is included with your first new account confirmation. |
Once
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ACCOUNT CONFIRMATION |
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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. *Paperless delivery is available for financial activity only. |
As needed
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QUARTERLY STATEMENT |
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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. |
Quarterly |
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SEMI-ANNUAL REPORT |
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A semi-annual report is a six-month record of a mutual fund’s financial status that includes a review of the fund’s operations and various financial statements. View semi-annual reports. |
Annually |
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PROSPECTUS/SUMMARY PROSPECTUS |
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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 |
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ANNUAL REPORT |
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An annual report is a yearly record of a mutual fund’s financial status that includes a review of the fund’s operations and various financial statements. View annual reports. |
Annually |
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TAX FORMS |
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Tax forms are generated based on your account type and activity. |
Annually |
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COLLEGEAMERICA PROGRAM DESCRIPTION |
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The CollegeAmerica® Program Description(PDF) includes frequently asked questions and outlines the plan in detail. |
Upon initial investment; annually thereafter |
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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.
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.