Estate planning at Capital Group

Yes. Capital Group offers a suite of actively managed, transparent ETFs including Capital Group Growth ETF (CGGR), Capital Group Core Equity ETF (CGUS), Capital Group Dividend Value ETF (CGDV), Capital Group International Focus Equity ETF (CGXU), Capital Group Global Growth Equity ETF (CGGO), Capital Group Core Plus Income ETF (CGCP), Capital Group Municipal Income ETF (CGMU), Capital Group Short Duration Income ETF (CGSD), and others. These ETFs trade on the NYSE and are available through brokerage accounts.

CollegeAmerica is the nation's largest 529 savings plan, with approximately $94.7 billion in assets and 2.9 million families invested. It offers target date funds, pre-built portfolios, and custom portfolios of individual American Funds. Minimum investment is $250 per fund with subsequent contributions as low as $50. CollegeAmerica provides tax-advantaged savings for college tuition, K-12 private school tuition (up to $20,000/year starting 2026), and apprenticeship programs. Under certain conditions, beneficiaries can roll over up to $35,000 from a 529 to a Roth IRA.

Capital Group operates two regional service centers. For residents of AK, AZ, CA, CO, HI, IA, ID, IL, IN, KY, MI, MN, MT, ND, NE, NV, OH, OR, SD, UT, WA, WI, WY, and international locations: American Funds Service Company, P.O. Box 6007, Indianapolis, IN 46206-6007 (overnight: 12711 N. Meridian Street, Carmel, IN 46032-9181). For residents of AL, AR, CT, DC, DE, FL, GA, KS, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NY, OK, PA, RI, SC, TN, TX, VA, VT, WV: American Funds Service Company, P.O. Box 2280, Norfolk, VA 23501-2280 (overnight: 5300 Robin Hood Rd., Norfolk, VA 23513-2430). Capital Bank and Trust Company and CollegeAmerica/ABLEAmerica have separate P.O. boxes at the same service centers. Documents can also be submitted electronically at capitalgroup.com/individual/esub/form (except items requiring signature guarantee, original certification, or notary).

Yes. Individual and joint mutual fund and ETF accounts held at Capital Group can be retitled to a revocable living trust. Call (800) 421-4225 to request the trust account application or Name Change Request form. You will need to provide a Certification of Trust or full trust agreement, government-issued ID for all trustees, and a completed W-9 with the trust EIN or grantor SSN (revocable trusts typically use the grantor's SSN). Documents can be submitted via the secure online portal at capitalgroup.com/individual/esub/form or by mail. IRA, SIMPLE IRA, SEP IRA, CollegeAmerica 529, and ABLEAmerica accounts cannot be retitled to a trust, but IRAs can name a trust as beneficiary.