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AIM-FRM-5
Updated: 04/20

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.

AIM-FRM-57
Updated: 07/21

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

AIM-FRM-26
Updated: 09/21

Use this form to submit retirement plan contributions.

AIM-FRM-50
Updated: 01/21

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

IRA-FRM-45
Updated: 11/21

Use this form to add bank instructions to a retirement plan and/or establish systematic retirement plan contributions via the Automated Clearing House (ACH) Network. This form is for employer use only.

QRP-FRM-5
Updated: 01/21

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

RPM-FRM-1
Updated: 01/20

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.

IRA-FRM-51
Updated: 12/20

Use this form to certify the reason(s) you were unable to complete the rollover within 60 days of receipt of the distribution.

QRP-FRM-6
Updated: 05/19

Use this form to add or replace a trustee or plan administrator to the plan.

PDIRA-FRM-1
Updated: 05/19

Employers may use this form to submit payroll contributions for current tax year to an employee's Traditional IRA, Roth IRA or Coverdell Education Savings Account (Coverdell ESA). This form is for use by the employer or their payroll provider only.

ICM-FRM-1
Updated: 11/21

Use this form to gain user access to Invesco Contribution Manager (ICM), terminate user access, and add or modify the bank account used for submitting contributions.

SOLO-FRM-4
Updated: 11/21

Use this kit to establish a self-service Invesco Solo 401(k) Plan using prototype documents sponsored by Invesco Distributors, Inc.

SOLO-FRM-2
Updated: 11/21

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.

SOLO-FRM-7
Updated: 09/21

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

SOLO-FRM-12
Updated: 07/22

Use this form to request a transfer or distribution from a deceased participant’s Solo 401(k) account.

SOLO-FRM-5
Updated: 03/21

Use this form to request a distribution from a participant's Single K or Solo 41(k) account.

SOLO-FRM-6
Updated: 05/20

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

SOLO-FRM-11
Updated: 05/19

Use this form to change the bank account information and/or loan payment allocation on an existing loan.

403B-FRM-2
Updated: 03/21

Use this form to request a distribution from your Invesco 403(b)(7) account.

403B-FRM-29
Updated: 07/22

Use this form to request a transfer or distribution from a deceased participant's 403(b)(7) account.

SOLO-FRM-6
Updated: 05/20

Use this form to request a loan from an Invesco 403(b)(7) Plan.

SOLO-FRM-11
Updated: 05/19

Use this form to change the bank account information and/or loan payment allocation on an existing loan.

ORP-FRM-1
Updated: 12/22

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

403B-FRM-4
Updated: 03/21

Use this form to establish an Invesco 403(b)(7) Custodial Account with Invesco Trust Company (ITC) as Custodian

403B-FRM-1
Updated: 05/19

Use this form to request a contract exchange, plan to plan transfer, or direct rollover to an Invesco 403(b)(7) custodial account.

403B-APP-3
Updated: 10/20

Use this form to provide Invesco Investment Services, Inc. (IIS) employer information which will allow us to appropriately service your non-ERISA 403(b)(7) plan.

403B-LGL-3
Updated: 05/19

403(b) Employers who are not utilizing a Third Party Administrator (TPA) arrangement should use this form to establish a Plan Service Provider Agreement with Invesco Investment Services, Inc.

403B-LGL-5
Updated: 05/19

501(c)(3) non-ERISA 403(b) Employers who are not utilizing a Third Party Administrator (TPA) arrangement should use this form to establish a Plan Service Provider Agreement with Invesco Investment Services, Inc.

403B-FRM-23
Updated: 05/19

Use this form to indicate salary reduction agreement amounts when no similar form is available from your employer.

403B-FRM-25
Updated: 01/22

Use this worksheet to determine the maximum amount you may contribute to your 403(b)(7) plan for the current year. We recommend you consult with a tax or financial advisor when completing this form.

403B-FRM-26
Updated: 12/22

Use this form to request a financial hardship distribution from your Invesco non-ERISA 403(b)(7) account. We recommend that you consult with a tax or financial advisor regarding the consequences of this transaction.

403B-FRM-28
Updated: 05/19

Use this form to provide Invesco Investment Services, Inc. (IIS) the information necessary to determine if the participant indicated below is eligible for a distribution or loan from his or her 403(b) account.

403B-FRM-27
Updated: 10/19

Use this form to request a financial hardship distribution from your Invesco 403(b)(7) where AIG Retirement Services is the Third Party Administrator (TPA).

403(b)(7) Fact Sheet
Updated: 11/22

AIM-FRM-35
Updated: 10/21

Use this form to authorize Invesco Investment Services, Inc. (IIS) to establish the non Invesco-sponsored omnibus qualified retirement plan.

QRP-FRM-4
Updated: 05/21

Use this form to authorize Invesco Investment Services, Inc. (IIS) to establish a non-Invesco sponsored qualified retirement plan.

QRP-FRM-1
Updated: 04/19

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

QRP-FRM-3
Updated: 11/20

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

QRP-FRM-2
Updated: 01/21

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