| 2 | 403(b) Beneficiary Designation Form | Form used to designate a beneficiary for a 403(b) plan account | American Funds | IR4BFM-009-1209O | 11/25/2009 | 12/01/2009 | Details |
| 3 | 403(b) Distribution Form (Individual) | Form that allows participants to take a distribution from their individual 403(b) plan account. | American Funds | IR4BFM-012-0410O | 05/14/2010 | 04/01/2010 | Details |
| 5074 | 403(b) Model Salary Deferral Agreement | Used to help participants notify their employer of salary deferral elections | American Funds | IR4BFM-010-1209O | 01/06/2010 | 12/01/2009 | Details |
| 6996 | 403(b) New Participant Enrollment | Used by new participants for 403(b) enrollment | American Funds | IR4BFM-013-1209O | 01/06/2010 | 12/01/2009 | Details |
| 19242 | 403(b) Request for Exchange to American Funds | | American Funds | IR4BFM-028-0210O | 03/17/2010 | 02/01/2010 | Details |
| 16383 | 403b Request for Direct Rollover | 403b Request for Direct Rollover | American Funds | IR4BFM-018-0210O | 03/17/2010 | 02/01/2010 | Details |
| 591 | 457(b) Distribution Request | Allows participants to take a distribution from their 457(b) plan account | American Funds | IRGEFM-011-0610O | 06/30/2010 | 06/01/2010 | Details |
| 12 | Account Application | Standard application for all retail accounts | American Funds | MFGEFM-007-0510P | 06/30/2010 | 05/01/2010 | Details |
| 15158 | Beneficiary Change - Basic Plans (MPP/PSP) | Use this form to change a beneficiary for Money Purchase Pension and Profit-sharing plans | American Funds | RPGEFM-025-1209O | 11/25/2009 | 12/01/2009 | Details |
| 16048 | Beneficiary Claim Forms for Retirement Plans | Beneficiary claim form and brochure for retirement plans | American Funds | RPGEKT-004-0410O | 05/12/2010 | 04/01/2010 | Details |
| 16050 | Beneficiary Claim IRA Combo | Beneficiary claim form and brochure for IRAs | American Funds | RPGEKT-003-0710O | 07/08/2010 | 07/01/2010 | Details |
| 21764 | Beneficiary IRA Trust Combo | | American Funds | RPGEFM-031-0410O | 05/12/2010 | 04/01/2010 | Details |
| 14 | Change of Dealer Authorization form | Form used to change the dealer and/or financial adviser on a shareholder account | American Funds | MFGEFM-003-0110O | 02/03/2010 | 01/01/2010 | Details |
| 22972 | CollegeAmerica 529-F-1 Share New Account App | | American Funds | CAIDFM-001-1209P | 07/14/2010 | 12/01/2009 | Details |
| 20429 | CollegeAmerica Account Change Request | | American Funds | CAIDFM-006-1209O | 11/25/2009 | 12/01/2009 | Details |
| 17953 | CollegeAmerica Account Options/Fundslink | Used to update or add options to an existing 529 CollegeAmerica account. | American Funds | CAGEFM-009-0510O | 06/14/2010 | 05/01/2010 | Details |
| 8009 | CollegeAmerica Distribution Request | Used to request distribution from 529 plans | American Funds | CAIDFM-005-0610O | 07/14/2010 | 06/01/2010 | Details |
| 16 | CollegeAmerica Employer Authorization Form | Form used by an employer to establish a 529 CollegeAmerica savings program for its employees. | American Funds | CAERFM-002-1209O | 11/25/2009 | 12/01/2009 | Details |
| 17 | CollegeAmerica Employer-Sponsored Account App. | Application used by individuals to establish an employer-sponsored 529 CollegeAmerica savings account. (Must be preceded or accompanied by the CollegeAmerica Program Description.) | American Funds | CAERFM-001-1209P | 02/01/2010 | 12/01/2009 | Details |
| 15 | CollegeAmerica New Account Application | Application used to establish a 529 CollegeAmerica savings account. (Must be preceded or accompanied by the CollegeAmerica Program Description.) | American Funds | CAIDFM-002-1209P | 02/23/2010 | 12/01/2009 | Details |
| 18 | CollegeAmerica Program Description | Detailed guide to our 529 college savings plan. (Must precede or accompany the CollegeAmerica account application.) | American Funds | CAGEBR-001-0710M | 07/22/2010 | 07/01/2010 | Details |
| 19 | CollegeAmerica Rollover Request | Form used to request a rollover from another 529 program to CollegeAmerica. | American Funds | CAGEFM-003-0710P | 07/29/2010 | 07/01/2010 | Details |
| 18637 | Coverdell - ESA Account Options/Fundslink | | American Funds | CAGEFM-010-0510O | 06/15/2010 | 05/01/2010 | Details |
| 20 | Coverdell Education Savings Account Application | Application used to establish a Coverdell Education Savings Account. | American Funds | IRGEFM-002-0210O | 03/31/2010 | 02/01/2010 | Details |
| 22 | Coverdell ESA Distribution Request | Used by the account''s custodian and/or beneficiary to take a distribution from a Coverdell Education Savings Account. | American Funds | CAGEFM-008-0610O | 06/30/2010 | 06/01/2010 | Details |