Looking for a distribution form? Try our online distribution process instead of paper forms for more convenience, efficiency and safety. Participants can initiate withdrawal requests for most common distribution types from the participant website, or you can initiate requests on their behalf. Learn More.

Click on the categories below for forms, letters, handouts and other documents related to your plan. Or find an item by using the Search documents box above.

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  • Click on the document titles below to view forms. Forms labeled as “fillable” can be filled out online.
    • To view and print forms, you can use Adobe® Reader®, which is free.
    • To save a completed form, you need the full version of Adobe Acrobat®, which must be purchased.
  • Before sending a completed form to American Funds, make sure it has all the signatures and any signature guarantees indicated. (See specific forms for requirements.)
  • Documents are often updated. If you have saved a file, check back to make sure you have the latest version.
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If you can’t find what you’re looking for, please contact us.


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 your plan’s financial professional. Please read the prospectus carefully before you invest or send money.