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General Forms
Account Application 

AIM-APP-1
Updated: 01/14

Use this application to establish a non-retirement Invesco account.

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Account Application - Transfer on Death (TOD) Registration 

AIM-FRM-14
Updated: 01/14

Use this form to open a new transfer on death account.

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Account Options Form 

AIM-FRM-41
Updated: 05/13

  • Add/update bank information
  • Systematic exchange plan (dollar-cost averaging)
  • Systematic purchase plan
  • Systematic redemption plan
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Appointment of New Custodian Form 

AIM-FRM-31
Updated: 10/13

Use this form to appoint a new custodian on a Uniform Gift to Minors Act or Uniform Transfer to Minors Act account.

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Asset Reallocation Program 

AIM-FRM-13-E
Updated: 02/14

Use this form to systematically rebalance the allocation of the funds in your account.

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Block Transfer Form 

AIM-FRM-33-E
Updated: 12/13

Use this form to update financial advisor and/or dealer information on all Invesco accounts.

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Beneficiary Designation Form 

AIM-FRM-5
Updated: 09/13

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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Financial Advisor Change Form 

AIM-FRM-10
Updated: 07/13

Use this form to change the financial advisor information on your Invesco account.

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Change of Client's Address 

Online form

Use this form to update your client's address.

 
Change of Ownership 

AIM-FRM-52
Updated: 08/13

Use this form to change the registration on non-retirement Invesco accounts.

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Check Writing Authorization Form 

AIM-FRM-18
Updated: 09/13

Use this form to add check writing privileges to your Invesco accounts.

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Cost Basis Election Form 

AIM-FRM-53-E
Updated: 12/13

Use this form to change your cost basis method for your non-retirement Invesco accounts.

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Net Asset Value (NAV) Certification Form 

AIM-FRM-3
Updated: 07/13

Use this form if you are qualified to purchase fund Class A shares without a sales charge.

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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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Letter of Instruction 

AIM-FRM-54
Updated: 10/13

Use this form for specific account requests.

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Network Level Three (NT3) Account Linking Form 

AIM-FRM-44-E
Updated: 10/13

Use this form to link a dealer controlled, non-omnibus account to your Invesco account for Rights of Accumulation or Letter of Intent.

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Name Change Form 

AIM-FRM-42
Updated: 08/13

Use this form to notify Invesco that your name has changed due to marriage, divorce or other reasons.

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Non-Retirement Account Redemption Form 

AIM-FRM-27
Updated: 08/13

Use this form to redeem shares from non-retirement Invesco accounts.

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W-8BEN

irs.gov form

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

 Information
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W-8ECI

irs.gov form

Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States

 Information
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W-8EXP

irs.gov form

Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

 Information
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W-8IMY

irs.gov form

Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding

 Information
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W-9

irs.gov form

Request for Taxpayer Identification Number and Certification

 
 
College Planning Forms
Coverdell Education Savings Account Account Application 

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

Use this form to establish an Invesco Coverdell Education Savings Account (Coverdell ESA) with Invesco National Trust Company (INTC) as custodian.

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Coverdell Education Savings Account Age of Majority Form 

CESA-FRM-6-E
Updated: 10/12

Use this form to certify that the designated beneficiary has reached age of majority on the Invesco Coverdell ESA.

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Coverdell Education Savings Account Asset Transfer Form 

CESA-FRM-2-E
Updated: 10/13

Use this form to transfer assets from an existing Coverdell ESA to an Invesco Coverdell ESA.

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Coverdell Education Savings Account Administration Form 

CESA-FRM-5-E
Updated: 12/13

Use this form for an existing Invesco Coverdell ESA to:

  • Change the designated beneficiary.
  • Replace the responsible individual.
  • Change the death beneficiary.

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Coverdell Education Savings Account Distribution Form 

CESA-FRM-4-E
Updated: 12/13

Use this form to request a distribution from an Invesco Coverdell ESA.

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