Forms & Literature

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

How to select a portfolio strategist

The Portfolio Strategist Brochure explains to advisors and their clients why our organization is one they can trust, how our philosophy aligns with their goals, how our investment process works, and who are the people wh... Details

https://capitalgroup.my.workfront.com/requests

Requests from advisors and contract holders for prospectuses, SAIs, and reports made to the phone number (800)421-9900 ext 65413) ... Details

Individual Retirement Account F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Supplement to the F-2 Share Account Appl... Details

IRA Divorce Transfer Request

Transfer assets to an awarded spouse’s IRA as a result of a divorce decree or decree of separate maintenance. Details

IRS Tax Form W-9

Form used by U.S. citizens and resident aliens to certify their Social Security number or taxpayer identification number (TIN) on an existing account. Details

Lifetime of value planning checklist

A checklist designed to help advisors identify the needs of their investor clients throughout their lifetime – from the early years to middle and late years – along with financial planning ideas to continually revisit. Details

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

New Participant Enrollment for 403(b) Basic Individual

Form used to add a participant to an existing individual 403(b) plan. Accounts are generally aggregated at the participant level.... Details

New Participant Enrollment for 403(b) Basic Texas ORP

Form used to add a participant to an existing Texas ORP 403(b) plan. Details

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Retirement Plan Enrollment Materials Request

Use this form to order enrollment materials for RecordkeeperConnect and investment-only 401(k), 403(b), MPP and PSP plans. Details

SARSEP Retirement Plan Employee Guide

Eligible employees can use this enrollment guide and application to establish a SARSEP IRA. Details

SEP IRA Employee Guide

Eligible employees can use this enrollment guide and application to establish a SEP IRA. Details

SIMPLE IRA Employee Guide (Digital)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the hard copy version, see the SIMPLE IRA Employee Guide (Hard Copy).... Details

SIMPLE IRA Employee Guide (Hard Copy)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the digital version, see the SIMPLE IRA Employee Guide (Digital). ... Details

SIMPLE IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

SIMPLE IRA Plus Change of Funds or Share Class

Add, remove, or replace funds, change the default fund or change the share class for a SIMPLE IRA Plus Plan. Details

SIMPLE IRA Plus Employee Disclosures

SIMPLE IRA Plus plan sponsors should complete and distribute these forms before the start of each enrollment period. Contains the Fee and Fund Disclosure, Notification to Eligible Employees and Summary Description. Details