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General Retirement Forms
Beneficiary Designation Form 

AIM-FRM-5
Updated: 10/14

Use this form to designate or modify the beneficiary(ies) on your Invesco IRA (including Traditional, Roth, Sep, SARSEP and SIMPLE), 403(b) or Optional Retirement Program (ORP) account or an account with transfer on death (TOD) registration.

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Investment Instruction Form 

AIM-FRM-57
Updated: 07/13

Use this form to make additional investments to your existing Invesco account.

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Retirement Plan Transmittal Form 

AIM-FRM-26-E
Updated: 03/13

Use this form to submit retirement plan contributions.

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Invesco Investment Allocation Change Form 

AIM-FRM-50-E
Updated: 11/14

Use this form to change future investment allocation percentages to an existing Invesco Retirement Plan Account.

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Retirement Plan Systematic Contribution Form 

IRA-FRM-45-E
Updated: 03/13

Use this form to submit retirement plan contributions via the automated clearing house (ACH) network.

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Invesco Money Purchase Pension and Profit Sharing Plan Distribution Form 

QRP-FRM-5-E
Updated: 04/14

Use this form to request a distribution from your Invesco Money Purchase Pension (MPP) or Invesco Profit Sharing Plan (PSP).

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Retirement Plan Manager User ID Application 

RPM-FRM-1-E
Updated: 09/14

Use this form to add or terminate a user's access to Invesco Retirement Plan Manager (RPM) or to add or update banking information for RPM.

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IRAs (Traditional, Rollover, Roth, SEP & SIMPLE)
One Time Distribution Form 

IRA-FRM-31
Updated: 06/14

Use this form to request a one-time distribution from your Invesco IRA.

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Periodic Distribution Form 

IRA-FRM-30
Updated: 10/14

Use this form to request periodic distributions, change dividend/capital gains distribution options, or establish a series of substantilly equal periodic payments from your Invesco IRA.

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IRA Required Minimum Distribution (RMD) Form 

IRA-FRM-32
Updated: 04/14

Use this form to request a one-time payment or series of payments to satisfy your required minimum distribution obligation from your Invesco IRA.

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Death Distribution Form 

IRA-FRM-29
Updated: 11/14

Use this form to request a distribution or transfer of a deceased Invesco IRA depositor's account to the designate beneficiary(ies) or estate.

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Removal of Excess Contribution Form 

IRA-FRM-33
Updated: 10/14

Use this form to request the removal of excess contribution and any investment earnings attributable thereto from you Invesco IRA.

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Traditional or Roth IRA Recharacterization Form 

IRA-FRM-17-E
Updated: 11/14

Use this form to recharacterize current or prior year IRA contributions (Roth IRA to Traditional IRA or Traditional IRA to Roth IRA) or to reverse a conversion made into your Roth IRA from a Traditional, SEP, SARSEP or SIMPLE IRA.

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IRA to Invesco Roth IRA Conversion Form 

IRA-FRM-15-E
Updated: 11/14

Use this form to convert assets from an existing Invesco Traditional, SEP, SIMPLE, or SARSEP IRA to an Invesco Roth IRA.

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IRA Withholding Correction Form 

IRA-FRM-50-E
Updated: 02/14

Use this form to correct or change the withholding election on an IRA distribution previously processed within the current year.

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Traditional, Rollover or Roth IRA Account Application 

IRA-FRM-14-E
Updated: 11/14

Use this form to establish an Invesco Traditional, Rollover or Roth IRA with Invesco Trust Company (ITC) as custodian.

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IRA Account Options Form 

IRA-FRM-18
11/14

Use this form to add or update bank information, systematic options, or telephone privileges on your Invesco Traditional, Roth, SEP, SARSEP or SIMPLE IRA.

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Retirement Account Transfer/Rollover Form 

AIM-FRM-22
Updated: 11/14

Use this form to transfer or rollover eligible retirement assets to an Invesco Traditional, Roth, SEP, SIMPLE, or SARSEP IRA.

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SEP Application 

SEP-FRM-1-E
Updated: 11/13

Use this form to establish an Invesco SEP or SARSEP IRA with Invesco Trust Company (ITC) as custodian.

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SEP IRA Transmittal Form 

SEP-FRM-2-E
Updated: 11/14

Use this form to submit SEP contribution instructions.

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SARSEP IRA Enrollment and Salary Savings Agreement 

SARSEP-FRM-1-E
Updated: 11/14

Use this form to add, change, or withdraw participant salary deferral elections for SARSEP IRA plans established before 1997.

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SARSEP IRA Deferral Percentage Test 

SARSEP-FRM-2-E
Updated: 02/14

Use this form to determine the actual deferral percentage for non-highly compensated employees and calculate the maximum permissible deferral for each highly compensated employee.

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SIMPLE IRA Plan Application 

SIM-FRM-24-E
Updated: 11/14

Use this form to authorize Invesco Investment Services, Inc. (IIS) to establish a SIMPLE IRA for the Plan indicated in section 1.

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SIMPLE IRA Account Application - Participant 

SIM-FRM-27-E
Updated: 11/14

Use this form to establish an Invesco SIMPLE IRA with Invesco Trust Company (ITC) as custodian.

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Salary Reduction Agreement Form 

IRA-FRM-11-E
Updated: 11/14

Use this form when establishing or changing your SIMPLE IRA salary reduction election.

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SIMPLE IRA Initial Contribution Verification Form 

SIM-FRM-4-E
Updated: 12/14

Use this form to update the date of initial contribution made by the employer indicated in section 1 into the participant's SIMPLE IRA account.

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Invesco Solo 401(k)®
Solo 401(k) Plan Establishment Kit 

SOLO-FRM-4KIT
Updated: 11/13

Use this kit to establish a self service Invesco Solo 401(k).

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Solo 401(k) Enrollment and Change Form 

SOLO-FRM-2-E
Updated: 03/13

Use this form to add an owner/spouse or change future investment allocation percentages to an existing Invesco Solo 401(k) Plan using prototype documents sponsored by Invesco Distributors, Inc.

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Solo 401(k) Transfer/Rollover Form 

SOLO-FRM-7-E
Updated: 04/13

Use this form when rolling over a retirement plan distribution to an Invesco Solo 401(k).

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Solo 401(k) Distribution Form 

SOLO-FRM-5
Updated: 06/14

Use this form to request a distribution from a participant's Solo 401(k) account.

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Solo 401(k) Loan Request Form 

SOLO-FRM-6-E
Updated: 03/15

Use this form to request a loan from an Invesco Solo 401(k) Plan.

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Solo 401(k) Loan Repayment Change Form 

SOLO-FRM-11-E
Updated: 03/15

Use this form to update loan payment on an existing loan.

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403(b)/ORP Forms
403(b) Distribution Form 

403B-FRM-2
Updated: 11/14

Use this form to request a distribution from your Invesco 403(b)(7) account. To request a distribution from an Invesco Optional Retirement Program (ORP) account, please use the ORP Distribution Form.

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403B Loan Repayment Change Form 

403B-FRM-10-E
Updated: 03/15

Use this form to change the bank account information for your monthly loan payment.

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Invesco Optional Retirement Program (ORP) Distribution Form 

ORP-FRM-1-E
Updated: 12/14

Use this form to request a distribution from your Invesco ORP account.

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Qualified Plans (Investment Only)
Omnibus Retirement Plan Application 

AIM-FRM-35-E
Updated: 10/14

Use this form to establish a non-Invesco sponsored omnibus qualified retirement plan.

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Qualified Retirement Plan Application 

QRP-APP-1-E
Updated: 12/13

Use this form to establish a non-Invesco sponsored qualified retirement plan (401(k), profit sharing, or money purchase pension plan.)

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Qualified Retirement Plan Transfer/Rollover Form 

QRP-FRM-1-E
Updated: 12/14

Use this form to transfer or rollover eligible retirement assets to a non-Invesco sponsored qualified retirement plan.

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Enrollment Form (for adding new participants) 

QRP-FRM-3-E
Updated: 12/13

Use this form to add a participant to an existing qualified retirement plan.

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Qualified Retirement Plan Distribution Form 

QRP-FRM-2-E
Updated: 07/14

Use this form to request a distribution from a non-prototype Qualified Retirement Plan.

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