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Forms and Applications

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Indirect Rollover Request

Investors can use this form to roll an IRA or qualified plan distribution back to a qualified plan or IRA within 60 days of receiving the assets. This form should only be used for indirect rollovers. For transfers or direct rollovers, use the Request for Transfer of Assets or Direct Rollover... Details

Updated: Nov 2020

Not available to order

Individual or Joint 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

Updated: Apr 2022

Not available to order

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

Updated: May 2024

Not available to order

Information Sharing Agreement 403(b) Contact Information

This application can be used when there is a single owner who is opening individual Accounts with multiple Beneficiaries. A separa... Details

Updated: Mar 2023

Not available to order

Inherited IRA Application

Application used to establish an American Funds Traditional/Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Mar 2024

Not available to order

Inherited IRA Beneficiary Change

Form used by existing investors to change or designate the beneficiaries on a CB&T inherited IRA (Traditional, Roth or SIMPLE) that contains inherited assets due to the death of the original IRA owner. Details

Updated: Nov 2023

Not available to order

Inherited IRA Distribution Request (for deaths prior to 1/1/2020)

Investors can use this form to request a distribution from an inherited IRA. This form should only be used if the deceased account... Details

Updated: Feb 2024

Not available to order

Inherited IRA Distribution Request (for Eligible Designated Beneficiaries)

Eligible designated beneficiaries can use this form to request a distribution from an inherited IRA. An eligible designated benefi... Details

Updated: Feb 2024

Not available to order

Inherited IRA Distribution Request (for Entities)

Entity beneficiaries, such as estates (including heirs), charities and nonqualified trusts, may use this form to request a distrib... Details

Updated: Feb 2024

Not available to order

Inherited IRA Distribution Request (for Non-Eligible Designated Beneficiaries)

Individuals who are more than 10 years younger than the deceased account owner can use this form to request a distribution from an... Details

Updated: Feb 2024

Not available to order

Inherited Traditional or Roth IRA 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

Updated: Jan 2024

Not available to order

Investment Advisor Representative (IAR) to Act as Agent

Form used to add or change an Investment Advisor Representative (IAR) to an account. To complete this form IARs will need their Fi... Details

Updated: Sep 2021

Not available to order

Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE IRA, SARSEP, 403(b) and 457(b) plans to make changes in their investment selection. This f... Details

Updated: Nov 2020

Not available to order

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (Traditional, Roth, SIMPLE, or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or for account... Details

Updated: Jan 2024

Not available to order

IRA Beneficiary Change

Form used by existing shareholders who need to designate or modify the beneficiary on their Traditional, Roth, SEP or SIMPLE IRA. Details

Updated: Nov 2023

Not available to order

IRA Disability Distribution Request

Form used by an IRA (traditional, Roth, SIMPLE, SEP/SARSEP) owner to request a disability distribution from his or her account. Details

Updated: Mar 2024

Not available to order

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

Updated: May 2024

Not available to order

IRA Nonspousal Beneficiary Claim

Used by a nonspousal beneficiary of a Traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. If the beneficiary is a trust, use the Trust Beneficiary Claim form instead. Details

Updated: Feb 2024

Not available to order

IRA Payroll Deduction Election

IRA Payroll Deduction Election form available to employers offering an IRA payroll deduction program for their employees. Form can be used by employers to collect payroll deduction information. Details

Updated: Nov 2019

Not available to order

IRA Payroll Deduction Program Employer Authorization

Form used by an employer to establish an IRA Payroll Deduction program for its employees. Details

Updated: Mar 2021

Not available to order

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