You may update your address online by logging in to your account. Select "Change my address" located in the "I would like to" section.

Please note that any redemption requested to the new address within 15 days of an address change will require a written signature guaranteed request.

Please call Invesco at 800.959.4246 for specific instructions on how to update the name or ownership of your account. The requirements differ for each type of account.

To add a plan or change the amount or date of the plan, please log in to your account. Choose the appropriate account and fund, and select "Systematic Exchange" from the Options drop down menu.

You may also call Invesco at 800.959.4246 or mail instructions to Invesco.

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

To add a plan or change the amount or date of the plan, please log in to your account. Choose the appropriate account and fund, and select "Systematic Purchase" from the Options drop down menu.

You may also call Invesco at 800.959.4246 or mail instructions to Invesco.

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

Please notify IIS of any changes to this agreement 5 business days prior to the due date of any deposit.

To update the bank instructions of your plan, please complete a Systematic Options and Bank Account Information Form (PDF) and attach a voided check.

You can automatically withdraw a set amount monthly, quarterly, or annually from each investment in which you have a balance of at least $5,000.

To change the amount or date of the plan, please log in to your account. Choose the appropriate account and fund, and select "Systematic Redemption" from the Options drop down menu.

You may establish a Systematic Redemption Plan on your account in one of the following ways:

1. Logging into your account. You must have current Automated Clearing House (ACH) bank instructions on file.
2. Calling Invesco at 800.959.4246 to setup over the phone if the proceeds are going to the address of record.
3. Completing the Systematic Options and Bank Account Information Form (PDF)

You may establish a percentage allocation across a range of funds by completing the Asset Allocation Program Form (PDF).

The funds you select will automatically rebalance to their pre-designated percentages on or near the 28th day of the month in the period you select (quarterly, semiannually or annually).

To establish asset allocation you must own more than one fund. Asset allocation must occur within one account and within the same class of shares. The total account balance must be at least $5000 with a minimum of $500 in each fund.

Asset allocation will not be established if your account currently has a Systematic Exchange or Redemption Plan established.

Invesco does not allow beneficiary designations on non-retirement individual or joint accounts; however, you can establish a Transfer on Death (TOD) account.

A TOD account allows you to indicate a beneficiary. Please note that not all states allow TOD registrations. If you are unsure please contact your financial adviser or tax adviser.

To change the beneficiary on a TOD account, complete the Change of Beneficiary Designation (TOD) Form (PDF).

To establish a TOD account or change your existing non-retirement individual or joint account to a TOD account, please contact your financial adviser or call Invesco at 800.959.4246 for detailed instructions.

To change the beneficiary on your IRA or 403(b) account, complete the Change of Beneficiary Designation [IRA or 403(b)] Form. (PDF)

The form must be signed by the account owner and mailed to Invesco.

Check writing privileges are available on several of the Invesco money market funds.

Obtain a Check Writing Authorization Form (PDF) to establish this privilege. This form must be completed and signed by all registered owners before checks can be issued.

Please note if the form is not accompanied by your new account application, all signatures on the card must be signature guaranteed.

To change your dividend and capital gain options, please log in to your account and select the appropriate account and fund. Select "Distribution Options" from the Options drop down menu.

You may also call Invesco at 800.959.4246 or mail instructions to Invesco.

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

You may sign up to receive quarterly statements, tax forms, annual reports, semiannual reports, prospectuses, and news and updates via email.

To register for eDelivery or to update your consent options and email address, please log in to your account. Select "Register for eDelivery" in the "Messages" section.

You may view other accounts online. This is for online viewing only and it will not appear on your statements.

To add an account please log in to your account, click on the "Add/Remove Account" button. Provide the login information and select the "Add an Account" button.

At this time, you are not able to add employer sponsored plans using this feature.

You may view your outstanding loan balance by logging in to your account. Select "Account Options" from the top navigation then "Loans".

Please note that this functionality is only available for plan participants of certain employer sponsored plans and functionality is based on each employer's plan document.