Forms & Literature | Capital Group Application for Individual or Joint Accounts (Digital)

Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.


Application for Individual or Joint Accounts (Digital)

Use this application to open the following accounts: individual; individual with TOD; JTWROS; JTWROS with TOD; Tenants in Common; UGMA/UTMA; or conservatorship/guardianship. For entity accounts, use the Application for Entities.

For the hard copy version, see the Application for Individual or Joint Accounts (Hard Copy).

Not available to order

Detailed Information:

  • Updated: Jan 2024
  • Literature number: MFGEFM-087-0124

This piece must be preceded or accompanied by the current prospectuses for the funds being offered.


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. Use of this website and materials is also subject to approval by your home office.

On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, 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.