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General Forms Date Download Email
Account Application 2/13 PDF
Account Application - Transfer on Death (TOD) Registration 2/13 PDF
Account Options Form:
  • Add/Update Bank Information
  • Systematic Exchange Plan (Dollar-Cost Averaging)
  • Systematic Purchase Plan
  • Systematic Redemption Plan
5/13 PDF Email
Appointment of New Custodian Form 9/12 PDF Email
Asset Reallocation Program 9/11 PDF Email
Change of Beneficiary Designation (TOD) 3/11 PDF Email
Change of Broker/Dealer Information 3/11 PDF Email
Change of Ownership 10/12 PDF Email
Check Writing Authorization Form 3/11 PDF Email
Cost Basis Election Form 9/11 PDF Email
Global Markets Strategy Fund - H1 Account Application1 12/12 PDF Email
Letter of Instruction 4/12 PDF Email
Name Change Form 3/11 PDF Email
Non-Retirement Account Redemption Form 10/12 PDF Email
W-8BEN (Information)   PDF Email
W-8ECI (Information)   PDF Email
W-8EXP (Information)   PDF Email
W-8IMY (Information)   PDF Email
W-9   PDF Email

College Planning Forms Date Download Email
Coverdell Education Savings Account
Account Application
2/13 PDF Email
Coverdell Education Savings Account
Age of Majority Form
10/12 PDF Email
Coverdell Education Savings Account
Asset Transfer Form
10/12 PDF Email
Coverdell Education Savings Account
Administration Form
12/12 PDF Email
Coverdell Education Savings Account
Distribution Form
12/12 PDF Email

1 This fund has limited eligibility and a minimum investment requirement of $25,000. Only eligible investors may purchase shares directly. Please see the Fund's prospectus for more details, explanation of eligibility and minimum investment requirements.

Online Account Maintenance

Need to change your address? Reorder checks? Set up a systematic purchase plan?

Online maintenance forms are available by accessing your account and selecting the investment you wish to modify.



Contact Us

By Phone:

Client Services
Calls within United States
800.959.4246
Calls Outside of United States
713.626.1919

By Email (Secure Form)

By Mail:

Direct Mail
Invesco Investment Services, Inc.
P.O. Box 219078
Kansas City, Missouri 64121-9078

Overnight Mail
Invesco Investment Services, Inc.
c/o DST Systems, Inc.
430 W 7th Street
Kansas City, Missouri 64105-1407

General Retirement Forms Date Download Email
Beneficiary Designation Form 6/12 PDF Email
Invesco Investment Allocation Change Form 2/13 PDF Email
Invesco Money Purchase Pension and Profit Sharing Plan Distribution Form 5/12 PDF Email
Retirement Plan Manager 4/13 PDF Email
Retirement Plan Systematic Contribution Form 3/13 PDF Email
Retirement Plan Transmittal Form 3/13 PDF Email

403(b)/ORP Forms Date Download Email
403(b) Distribution Form 12/12 PDF Email
Loan Automatic Repayment Authorization Form 4/12 PDF Email
Non-Custodial Retirement Plan Application 2/13 PDF
Invesco Optional Retirement Program (ORP) Distribution Form 1/13 PDF Email

Invesco Solo 401(k)® Date Download Email
Invesco Solo 401(k) Enrollment and Change Form 3/13 PDF
Invesco Solo 401(k) Participant Loan Request Form 6/13 PDF Email
Invesco Solo 401(k) Participant Loan Automatic Repayment Authorization Form 6/13 PDF Email 
Invesco Solo 401(k) Transfer/Rollover Form 4/13 PDF Email
Invesco Solo 401(k) Distribution Form 5/12 PDF Email
Plan Establishment Kit and Account Application 4/13 PDF

IRAs (SEP, SIMPLE, Traditional, Rollover & Roth) Date Download Email
Account Transfer/Rollover Form 9/12 PDF Email
Distribution Forms    
IRA Special Account Options 8/12 PDF Email
IRA Withholding Correction Form 4/12 PDF Email
SARSEP IRA Deferral Percentage Test 3/12 PDF Email
SARSEP IRA Enrollment and Salary Savings Agreement 2/13 PDF Email
SEP IRA Account Application 9/12 PDF
SEP IRA Transmittal Form 9/12 PDF Email
SIMPLE IRA Account Application - Participant 2/13 PDF Email
SIMPLE IRA Plan Application 2/13 PDF  
SIMPLE IRA Salary Reduction Agreement 10/12 PDF Email
SIMPLE IRA Initial Contribution Verification Form 5/12 PDF Email
Traditional, Rollover or Roth IRA
Account Application
2/13 PDF
Traditional IRA or Roth IRA Recharacterization Authorization Form 9/12 PDF Email
Traditional IRA to Invesco Roth IRA
Conversion Form
9/12 PDF Email

Qualified Plans (Investment Only) Date Download Email
Enrollment Form (for adding new participants) 2/13 PDF
Omnibus Retirement Plan Application 2/13 PDF
Qualified Retirement Plan Application 2/13 PDF
Qualified Retirement Plan Distribution Form 5/13 PDF Email
Qualified Retirement Plan Transfer/Rollover Form 2/12 PDF Email


Online Account Maintenance

Need to change your address? Reorder checks? Set up a systematic purchase plan?

Online maintenance forms are available by accessing your account and selecting the investment you wish to modify.



Contact Us

By Phone:

Client Services
Calls within United States
800.959.4246
Calls Outside of United States
713.626.1919

By Email (Secure Form)

By Mail:

Direct Mail
Invesco Investment Services, Inc.
P.O. Box 219078
Kansas City, Missouri 64121-9078

Overnight Mail
Invesco Investment Services, Inc.
c/o DST Systems, Inc.
430 W 7th Street
Kansas City, Missouri 64105-1407

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