Forms & Literature

Coverdell ESA Request for Transfer of Assets

Use this form to request a transfer of assets into a Capital Bank & Trust Coverdell Education Savings account. Details

Employer-Sponsored CollegeAmerica Account Application (Digital)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the hard copy version, see the Employer-Sponsored CollegeAmerica Account Application (Hard Copy)... Details

Employer-Sponsored CollegeAmerica Account Application for Clients of Registered Investment Advisors

Form used to establish a 529-F-2 share employer-sponsored CollegeAmerica savings account. Details

Employer-Sponsored CollegeAmerica Account Application (Hard Copy)

Form used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account.

For the digital version, see the Employer-Sponsored CollegeAmerica Account Application (Digital)... Details

Financial Professional Change Request

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

Fixed Income Focus May 2018 (“Why fixed income? 4 roles your bond portfolio should play”)

White paper reviewing why investment portfolios should rely on fixed income for diversification from... Details

Fundamental Investors 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

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

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

Gift of Shares Request

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

How to contribute to your 529

Share this single sheet with 529 investors when they have questions about how to contribute to their CollegeAmerica accounts. Details

Income 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 deli... Details

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, Coverdell Education Savings Acc... Details

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Intermediate Bond Fund of America 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

International Growth and Income 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

Investment Company of America Summary Prospectus

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

Multi-Sector Income 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

Name Change Request

Form used by existing shareholders to effect a legal name change on American Funds and CB&T accounts. Details

New Perspective Fund 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

New World Fund – 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