Forms

 
General
Thumbnail for document AIM-FRM-1 Individual Account Application 

AIM-FRM-1
Updated: 12/22

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

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Thumbnail for document AIM-APP-2 Business or Organization Account Application 

AIM-APP-2
Updated: 11/20

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

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Thumbnail for document AIM-FRM-4 Transfer on Death (TOD) Account Application 

AIM-FRM-4
Updated: 12/22

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

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Thumbnail for document AIM-FRM-41 Account Options Form 

AIM-FRM-41
Updated: 07/21

  • Add/update bank information
  • Systematic exchange plan (dollar-cost averaging)
  • Systematic purchase plan
  • Systematic redemption plan
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Thumbnail for document AIM-FRM-31 Appointment of New Custodian Form 

AIM-FRM-31
Updated: 06/20

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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Thumbnail for document AIM-FRM-13A Asset Allocation Form 

AIM-FRM-13A
Updated: 08/23

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

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Thumbnail for document AIM-FRM-13B FA Asset Allocation Form 

AIM-FRM-13B
Updated: 08/23

Use this form to systematically rebalance the allocation of the funds in your clients' accounts.

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Thumbnail for document AIM-FRM-37 AIM-FRM-37 Dealer Resignation Form 

AIM-FRM-37
Updated: 06/20

Use this form to update dealer information on all Invesco accounts.

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Thumbnail for document AIM-FRM-5 Beneficiary Designation Form 

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.

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Thumbnail for document AIM-FRM-10 Financial Professional Change Form 

AIM-FRM-10
Updated: 06/20

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

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Thumbnail for document AIM-FRM-52 Change of Ownership 

AIM-FRM-52
Updated: 12/20

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

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Thumbnail for document AIM-FRM-63 Change of Trustee Form 

AIM-FRM-63
Updated: 05/19

Use this form to change the trustee Invesco accounts.

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Thumbnail for document AIM-FRM-53 Cost Basis Election Form 

AIM-FRM-53
Updated: 06/20

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

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Thumbnail for document AIM-FRM-3 Net Asset Value (NAV) Certification Form 

AIM-FRM-3
Updated: 06/20

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

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Thumbnail for document AIM-FRM-57 Investment Instruction Form 

AIM-FRM-57
Updated: 12/20

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

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Thumbnail for document AIM-FRM-54 Letter of Instruction with Signature Guarantee 

AIM-FRM-54
Updated: 08/23

Use this form for specific account requests.

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Thumbnail for document AIM-FRM-42 Name Change Form 

AIM-FRM-42
Updated: 12/20

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

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Thumbnail for document AIM-FRM-27 Non-Retirement Account Redemption Form 

AIM-FRM-27
Updated: 06/20

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

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Thumbnail for document AIM-FRM-59 Power of Attorney Authorization Form 

AIM-FRM-59
Updated: 08/23

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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Thumbnail for document AIM-FRM-60 Power of Attorney Authorization Form for Person Unable to Act 

AIM-FRM-60
Updated: 08/23

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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Thumbnail for document AIM-FRM-61 Power of Attorney Revocation Form 

AIM-FRM-61
Updated: 08/23

Use this form to revoke a Power of Attorney designation previously assigned to an Invesco account(s).

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Thumbnail for document AIM-FRM-62 Trusted Contact Form 

AIM-FRM-62
Updated: 06/20

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

 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