Forms
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Account Application- Individual AIM-APP-1 Use this application to establish a non-retirement Invesco account. |
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Account Application- Business or Organization AIM-APP-2 Use this application to establish a Business or Organization non-retirement Invesco account. |
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Account Application- Trust or Estate AIM-APP-3 Use this application to establish a Trust, Estate or Guardianship non-retirement Invesco account. |
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Account Application - Transfer on Death (TOD) Registration AIM-FRM-4 Use this form to open a new transfer on death account. |
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Account Options Form AIM-FRM-41
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Appointment of New Custodian Form AIM-FRM-31 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 Allocation Form AIM-FRM-13A Use this form to systematically rebalance the allocation of the funds in your account. |
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Financial Professional Asset Allocation Form AIM-FRM-13B Use this form to systematically rebalance the allocation of the funds in your clients' accounts. |
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Block Transfer Form AIM-FRM-33 Use this form to update financial advisor and/or dealer information on all eligible Invesco accounts. |
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Dealer Resignation Form AIM-FRM-37 Use this form to update dealer information on all Invesco accounts. |
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Beneficiary Designation Form AIM-FRM-5 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 Professional Change Form AIM-FRM-10 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. |
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Change of Ownership AIM-FRM-52 Use this form to change the registration on non-retirement Invesco accounts. |
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Change of Trustee Form AIM-FRM-63 Use this form to change the trustee Invesco accounts. |
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Check Writing Authorization Form AIM-FRM-18 Use this form to add check writing privileges to your Invesco accounts. |
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Cost Basis Election Form AIM-FRM-53 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 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 Use this form to make additional investments to your existing Invesco account. |
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Letter of Instruction AIM-FRM-54 Use this form for specific account requests. |
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Network Level Three (NT3) Account Linking Form AIM-FRM-44 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 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 Use this form to redeem shares from non-retirement Invesco accounts. |
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Power of Attorney Authorization Form AIM-FRM-59 Use this form to designate an agent (Attorney-in-Fact) to act on your behalf in connection with your Invesco account(s). |
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Power of Attorney Authorization Form for Person(s) Unable to Act AIM-FRM-60 Use this form to appoint an Attorney-in-Fact when the account owner(s) is/are unable to act and cannot complete the Invesco Power of Attorney Authorization Form. |
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Power of Attorney Revocation Form AIM-FRM-61 Use this form to revoke a Power of Attorney designation previously assigned to an Invesco account(s). |
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Trusted Contact Form AIM-FRM-62 Use this form to add or remove a trusted contact to your new or existing Invesco account. |
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W-8BEN irs.gov form Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) |
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W-8BEN-E irs.gov form Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) |
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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 |
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W-8EXP irs.gov form Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding |
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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 |
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W-9 irs.gov form Request for Taxpayer Identification Number and Certification |