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College Savings

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American Funds International Vantage Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

American Funds® Moderate Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

American Funds Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

American Funds Tax-Aware Conservative Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, a... Details

Updated: Jan 2024

American Funds Tax-Exempt Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

American High-Income Trust Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Dec 2023

American Mutual Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

Automatic Investment Plan Request

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

Updated: Aug 2021

Not available to order

Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

Updated: Mar 2024

Capital Income Builder - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

Capital World Bond Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Mar 2024

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

CollegeAmerica at work

Designed for employees, this presentation explains the benefits and uses of a 529 savings plan as well as the different investment options available in a company’s CollegeAmerica employer-sponsored plan. Details

Updated: May 2024

Not available to order

Image not available

CollegeAmerica client conversation kit — employer sponsored plan application

Client kit with everything an employee needs to establish an employer-sponsored 529 CollegeAmerica savings account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

Image not available

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

Image not available

CollegeAmerica client kit — without account application

For advisers whose accounts are held in-house and do not need a CollegeAmerica application, this general client kit has all of th... Details

Updated: Mar 2019

Max: 25

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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.