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529 to Roth IRA Investment Instructions

Use this form to provide investment instructions for a rollover from a 529 account to an existing American Funds Roth IRA. Details

Updated: Feb 2024

Not available to order

Automatic Investment Plan Request

Form used to set up recurring investments of a specified dollar amount. Details

Updated: Aug 2021

Not available to order

CollegeAmerica 529-F-2 Share Account Application

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Application to establish a CollegeAmeric... Details

Updated: Mar 2024

Not available to order

CollegeAmerica 529-F-2 Share Account Application (for Multiple Beneficiaries)

This application can be used when there is a single owner who is opening individual 529-F-2 Accounts with multiple Beneficiaries. ... Details

Updated: Mar 2024

Not available to order

CollegeAmerica Account Application (Digital)

Use this application to establish a 529 CollegeAmerica savings account.

To open a trust or entity account or an account funded with UGMA/UTMA assets, a CollegeAmerica Supplemental Account Application... Details

Updated: Mar 2024

Not available to order

CollegeAmerica Account Application for Employees of the Commonwealth of Virginia

Application used by Virginia state employees to establish a 529 CollegeAmerica savings account. Details

Updated: Mar 2024

Not available to order

CollegeAmerica Account Application (for Multiple Beneficiaries)

Use this application to open CollegeAmerica 529 accounts for multiple beneficiaries with the same owner. Details

Updated: Mar 2024

Not available to order

CollegeAmerica Account Change Request

Request a transfer of ownership or name a new beneficiary or successor owner. If the Account Owner is changing his or her name, submit a Name Change Request. Details

Updated: Jan 2024

Not available to order

CollegeAmerica Account Options

Add or update CollegeAmerica account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Apr 2021

Not available to order

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CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

CollegeAmerica Distribution Request

Request a distribution from your CollegeAmerica account. Details

Updated: Jan 2024

Not available to order

CollegeAmerica Employer Authorization

Form used by an employer to establish a CollegeAmerica savings program for its employees. Details

Updated: Jan 2022

Not available to order

CollegeAmerica Payroll Deduction Election

CollegeAmerica Payroll Deduction Election form available to employers offering an Employer-sponsored CollegeAmerica 529 payroll de... Details

Updated: Jan 2022

Not available to order

CollegeAmerica Program Description

Description of the CollegeAmerica plan that outlines the plan in detail. Also includes contribution information for employer-sponsored CollegeAmerica plans. Details

Updated: Jul 2023

Max: 25

CollegeAmerica Rollover/Transfer Request (Digital)

Use to request a rollover from a 529 program or transfer from a Coverdell Education Savings Account (ESA) not held with American Funds to a CollegeAmerica account.

For the hard copy version, see the CollegeAmerica Rollover/Transfer Request (Hard Copy). ... Details

Updated: Mar 2024

Not available to order

CollegeAmerica Rollover/Transfer Request (Hard Copy)

Use to request a rollover from a 529 program or transfer from a Coverdell Education Savings Account (ESA) not held with American Funds to a CollegeAmerica account.

For the digital version, see the CollegeAmerica Rollover/Transfer Request (Digital). ... Details

Updated: Mar 2024

Max: 25

CollegeAmerica Share Class Conversion

Use this form to convert another 529 share class to 529-A, 529-E or 529-F-2 shares without automated fee debiting. Details

Updated: May 2024

Not available to order

CollegeAmerica Supplemental Account Application

Supplement to the CollegeAmerica Account Application that includes the appropriate information for an advisor to open a trust or e... Details

Updated: May 2021

Not available to order

CollegeAmerica to Roth IRA Rollover Request

Use this form to request a rollover from a CollegeAmerica 529 account to a new or existing American Funds Roth IRA owned by the Co... Details

Updated: Feb 2024

Not available to order

Coverdell ESA Account Options

Add or update Coverdell ESA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Apr 2021

Not available to order

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are 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 not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

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

American Funds Distributors, Inc., member FINRA.

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.

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