Forms & Literature

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Transfer on Death (TOD) Registration Request

Form used to stipulate how a mutual fund account will be administered after the shareholder's death. Details

Transfer/Registration Change Request

This form can be used to transfer shares to a new or existing account, or to update the registration/owner(s) on an existing account. This form should only be used for non-retirement accounts. Details

Trusted Contact

Investors can use this form to add a trusted contact to their accounts or to update existing trusted contact information. A trusted contact is an individual whom American Funds or a financial advisor may contact on behal... Details

Trust, Estate, Business and Nonprofit Accounts F-2 Share Class Supplement

Supplement to the F-2 Share Account Application that includes the information to open a trust, estate, business or nonprofit accou... Details

UGMA/UTMA Successor Custodian Designation

Form used to designate a successor custodian for either an UGMA or UTMA account in the event that the original custodian resigns, ... Details

Understand your alternatives during this time of change

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. This brochure should only be utilized if the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans). Otherwise, refer to the Beneficiary Claim Information... Details

W-8BEN with Supplement

Certify foreign status for tax withholding purposes (nonresident aliens only). Also includes Internal Revenue Service (IRS) instructions for completing Form W-8BEN and the American Funds Supplement to Form W-8BEN. These ... Details

Waiver of Probate Request

Form used to initiate the waiver of probate process. Details

Wiring Money to American Funds (for Existing Accounts Only)

Use this information to wire money into an existing American Funds account.

For new accounts, see Wiring Money to American Funds (for New Accounts Only)... Details

Wiring Money to American Funds (for New Accounts Only)

Use this information to wire money into a new American Funds account.

For existing accounts, see Wiring Money to American Funds (for Existing Accounts Only)... Details