| General Forms |
Date |
Online |
PDF |
Email |
Systematic Options and Bank Information:
- Add/Update Bank Information
- Systematic Exchange Plan (Dollar-Cost Averaging)
- Systematic Purchase Plan
- Systematic Redemption Plan
|
9/11 |
|
 |
 Email PDF |
| Appointment of New Custodian Form |
3/11 |
|
|
Email PDF |
| Asset Reallocation Program |
9/11 |
|
|
Email PDF |
| Change of Address |
|
 |
|
|
| Change of Beneficiary Designation (TOD) |
3/11 |
|
|
Email PDF |
| Change of Broker/Dealer Information |
3/11 |
|
|
Email PDF |
| Change of Ownership |
1/12 |
|
|
Email PDF |
| Check Writing Authorization Form |
3/11 |
|
|
Email PDF |
| Cost Basis Election Form |
9/11 |
|
|
Email PDF |
| Dollar-Cost Averaging Plan |
|
|
|
|
| Modify Dividends/Capital Gains Option |
|
|
|
|
| Name Change Form |
3/11 |
|
|
Email PDF |
| Non-Retirement Account Redemption Form |
9/11 |
|
|
Email PDF |
| Reorder Checks |
|
|
|
|
| Systematic Purchase Plan |
|
|
|
|
| Systematic Redemption Plan |
|
|
|
|
| W-8BEN (Information) |
|
|
|
Email PDF |
| W-8ECI (Information) |
|
|
|
Email PDF |
| W-8EXP (Information) |
|
|
|
Email PDF |
| W-8IMY (Information) |
|
|
|
Email PDF |
| W-9 |
|
|
|
Email PDF |
| College Planning Forms |
Date |
Online |
PDF |
Email |
| Coverdell Education Savings Account |
| Asset Transfer Form |
11/10 |
|
|
Email PDF |
| Money Purchase Pension (MPP)/Profit Sharing Plan (PSP) |
Date |
Online |
PDF |
Email |
| Invesco Money Purchase Pension and Profit Sharing Plan Distribution Form |
12/11 |
|
|
Email PDF |
| Retirement Forms |
Date |
Online |
PDF |
Email |
| Invesco Investment Allocation Change Form |
3/11 |
|
|
Email PDF |
| 403(b) Plan |
| Beneficiary Designation Form |
9/11 |
|
|
Email PDF |
| Distribution Form |
12/11 |
|
|
Email PDF |
| Loan Automatic Repayment Authorization Form |
10/11 |
|
|
Email PDF |
| Optional Retirement Program (ORP) |
| Beneficiary Designation Form |
9/11 |
|
|
Email PDF |
| Invesco Optional Retirement Program (ORP) Distribution Form |
12/11 |
|
|
Email PDF |
| Invesco Solo 401(k) |
| Invesco Solo 401(k) Participant Loan Request Form |
10/10 |
|
|
Email PDF |
| Invesco Solo 401(k) Transfer/Rollover Form |
06/10 |
|
|
Email PDF |
| Invesco Solo 401(k) Distribution Form |
12/11 |
|
|
Email PDF |
| Retirement Plan Manager |
10/11 |
|
|
Email PDF |
| Retirement Plan Transmittal Form |
05/10 |
|
|
Email PDF |
| Qualified Plans (Investment Only) |
| Portability Certification Form |
3/11 |
|
|
Email PDF |
| Qualified Retirement Plan Distribution Form |
04/11 |
|
|
Email PDF |
| Qualified Retirement Plan Transfer/Rollover Form |
3/11 |
|
|
Email PDF |
| Retirement Plan Manager |
10/11 |
|
|
Email PDF |
| Retirement Plan Transmittal Form |
05/10 |
|
|
Email PDF |
| SEP IRA |
| Account Transfer/Rollover Form |
6/10 |
|
|
Email PDF |
| Deferral Percentage Test |
07/11 |
|
|
Email PDF |
| Distribution Forms |
|
|
|
|
| Enrollment and Salary Savings Agreement |
7/11 |
|
|
Email PDF |
| IRA Special Account Options |
06/10 |
|
|
Email PDF |
| Transmittal Form |
6/10 |
|
|
Email PDF |
| SIMPLE IRA |
| Account Transfer/Rollover Form |
6/10 |
|
|
Email PDF |
| Distribution Forms |
|
|
|
|
| IRA Special Account Options |
06/10 |
|
|
Email PDF |
| Retirement Plan Manager |
10/11 |
|
|
Email PDF |
| Retirement Plan Transmittal Form |
05/10 |
|
|
Email PDF |
| Salary Reduction Agreement |
9/11 |
|
|
Email PDF |
| Traditional, Rollover and Roth IRAs |
| Account Transfer/Rollover Form |
06/10 |
|
|
Email PDF |
| Beneficiary Designation Form |
9/11 |
|
|
Email PDF |
| Distribution Forms |
|
|
|
|
| IRA Special Account Options |
06/10 |
|
|
Email PDF |
| IRA Withholding Correction Form |
8/11 |
|
|
Email PDF |
| Traditional IRA or Roth IRA Recharacterization Authorization Form |
06/10 |
|
|
Email PDF |
| Traditional IRA to Invesco Roth IRA Conversion Form |
07/10 |
|
|
Email PDF |
