Looking for a distribution form? Try our online distribution process instead of paper forms for more convenience, efficiency and safety. Participants can initiate withdrawal requests for most common distribution types from the participant website, or you can …

Financial professionals can view, download or order sales literature, as well as account applications and account related forms.

Use these forms to set up a Simple IRA plan, including a plan with Roth salary deferral contributions. Complete the forms in the SIMPLE IRA Plan Sponsor Guide. Use this form to …

Once the participant has met the two-year participation requirement, use this form to request a transfer or direct rollover from an external IRA or qualified plan to a SIMPLE IRA Plus at …

Form used to request a one-time distribution or installment payments from an ABLEAmerica Account. This form can also be used to request a transfer to a non-American Funds ABLE account.

Manage your accounts online instead of submitting a form. Send forms electronically to save time. Copyright © 2025 Capital Group. All rights reserved. Use this tool to find the forms you are …

Learn about SIMPLE IRA employee and employer contributions, deadlines, limits and more. What are the current salary deferral contribution limits?

Sign up for electronic delivery of tax forms, annual and semiannual reports, quarterly statements and prospectuses. For a quick guide to fund names, numbers, minimums and share class restrictions, go to www.capitalgroup.com/fundguide.

Complete the SIMPLE IRA Application and any other applicable forms. You’ll need to list the American Funds you want to invest in and what percentage of your contributions you’d like to invest in each ($25 minimum per fund). Make a copy of the application for your files. 4.

American Funds and the information contained in this website are intended only for persons eligible to purchase U.S. registered mutual funds. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund.