American Funds Form Downloads
Information and Assistance for American Funds Participants

FOR ANY FORMS/INFORMATION NOT LISTED BELOW PLEASE VISIT:
www.americanfunds.com/retire

Enrollment Form (Español) For Initial Enrollment into Your Company's Plan Print and fill out, then return to your HR department.

Contribution/Beneficiary(ies) Change Form (Español) Used to change/update beneficiaries Print and fill out, then return to your HR department.

Investment Change Form (Español) Used to change/update your investment(s) Print and fill out, then return to your HR department.

Read the SPECIAL TAX NOTICE before completing the form below. Retirement Plan Payment Instructions Form Use this form for the following: Termination Withdrawal Partial Withdrawal Hardship Withdrawal Loan Request Print, read cover page, complete appropriate sections, then return to your HR department.

Rollover Form Used to roll qualified money into your account Print and fill out, then return to your HR department.

Other Forms Quick reference guides to most commonly asked questions: Accessing your Account with American Funds How to Read your Statement IRA Rollover available with American Funds