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Forms and Applications

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2023 federally tax-exempt income dividends — state tax exclusion

Tax Factor document that displays states and jurisdictions which allow individual investors to exclude a portion of the funds' inc... Details

Updated: Jan 2024

Not available to order

ABLEAmerica Account Application

Use this application to establish an ABLEAmerica Account. Details

Updated: May 2024

Not available to order

ABLEAmerica Account Owner/Successor Owner Change Request

Form used to request a change of Account Owner or Successor Owner on an ABLEAmerica Account. Details

Updated: Sep 2023

Not available to order

ABLEAmerica Authorized Representative/Successor Authorized Representative Change Request

Form used to request a change of Authorized Representative or Successor Authorized Representative on... Details

Updated: Sep 2023

Not available to order

ABLEAmerica Distribution Request

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. Details

Updated: Aug 2021

Not available to order

Add/Update Bank Information

Form used to add or update bank information to purchase and/or sell shares. Details

Updated: Jun 2023

Not available to order

Application for Individual or Joint Accounts (Digital)

Use this application to open the following accounts: individual; individual with TOD; JTWROS; JTWROS with TOD; Tenants in Common; UGMA/UTMA; or conservatorship/guardianship. For entity accounts, use the Application for Entities... Details

Updated: Jan 2024

Not available to order

Application for Individual or Joint Accounts (Hard Copy)

Use this application to open the following accounts: individual; individual with TOD; JTWROS; JTWROS with TOD; Tenants in Common; UGMA/UTMA; or conservatorship/guardianship. For entity accounts, use the Application for Entities... Details

Updated: Jun 2022

Max: 5

Automatic Investment Plan Request

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

Updated: Aug 2021

Not available to order

Certificate of Incumbency

Form used by American Funds Service Company to verify the name(s) of trustee(s) authorized to act on an individual trust or a retirement account where Capital Bank and Trust is not the custodian. Details

Updated: Aug 2021

Not available to order

Cost Basis Update Request

Form used to update the cost basis method on non-retirement accounts. Details

Updated: Sep 2021

Not available to order

Entity Beneficial Owners

Investors opening an account for a legal entity—such as corporation, organization, partnership, limited liability company or nonprofit—should use this form to provide beneficial owner and control person information. This... Details

Updated: Aug 2023

Not available to order

ETF Due Diligence Checklist — ETF Equities

This single sheet provides key questions/considerations when conducting ETF due diligence. Details

Updated: Sep 2023

Max: 50

Financial Professional Change Request

Form used to update the financial professional listed on an investor’s account(s). Details

Updated: Jun 2022

Not available to order

Fund Information

A quick guide to fund names, numbers, minimums and share class restrictions. Details

Updated: May 2024

Not available to order

Fund information matrix (A, C, F-1, F-2, F-3 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: May 2024

Not available to order

Fund information matrix (R-1, R-2, R-2E, R-3, R-4, R-5, R-5E, R-6 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: May 2024

Not available to order

Gift of Shares Request

Form used by existing investors to initiate a gift transfer. Details

Updated: Sep 2021

Not available to order

Gift Transfer of Shares to a Charitable Organization

Donate shares to a nonprofit organization. Details

Updated: Sep 2023

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

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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.