Forms & Literature

CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

CollegeAmerica Distribution Request

Request a distribution from your CollegeAmerica account. Details

CollegeAmerica Employer Authorization

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

CollegeAmerica - Employer-sponsored 529 guide

Provides an overview of the benefits and resources offered through an employer-sponsored CollegeAmerica plan as well as step-by-st... Details

CollegeAmerica for businesses and employees

This is a client-/employer-facing single sheet that explains and illustrates the potential benefits of offering 529 college saving... Details

CollegeAmerica Fund Information Matrix Listed by Fund Name for Class 529 Shares (529-A, 529-C, 529-E, 529-F1, 529-F2, 529-F3 Share)

Lists information alphabetically about each fund and share class such as the fund number, ticker sym... Details

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

CollegeAmerica Happy Birthday Digital Gift card

Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has been made to an existing 529 account. Incl... Details

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

CollegeAmerica Payroll Deduction Election

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

CollegeAmerica Program Description

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

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

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

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

College Target Date Series single sheet — America Funds College Target Date Series

This single sheet introduces financial professionals to the American Funds College Target Date Serie... Details

Coverdell ESA Application

Use this application to establish a Coverdell Education Savings Account.

Includes Coverdell ESA Application, Coverdell ESA Custodial Agreement, and Coverdell ESA Disclosure Statement.

Education Savings Account Request for Transfer of Assets... Details

Coverdell ESA Distribution Request

Establish a regular withdrawal plan or take a single distribution from a Coverdell account. Details

Coverdell ESA Distribution Request for Excess Contributions

Request a withdrawal of Coverdell contributions that exceed the annual limit. To avoid an excise tax imposed by the IRS, remove an... Details

Coverdell ESA 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 Application that includes the information to open a Coverdell ESA account. It should be submit... Details