Forms

Access all relevant forms from Invesco ranging from general to retirement to CollegeBound.

Non-Retirement Account Applications

Non-Retirement Account Transfer and Distribution Forms

Non-Retirement Account Maintenance Forms

Financial Professional Forms

IRS Forms

  • W-8BEN: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
  • W-8BEN-E: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
  • W-8ECI: Certificate of Foreign Person's Claim That Income Is Effectively Connected With the Conduct of a Trade or Business in the United States
  • W-8EXP: Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding
  • W-9: Request for Taxpayer Identification Number and Certification

Account Applications - IRA

Account Applications - 403(b)

Account Applications - Solo 401(k)

Account Applications – Qualified Plans (Investment Only)

Account Transfer and Distribution Forms - IRA

Account Transfer and Distribution Forms - 403(b)/ORP

Account Transfer and Distribution Forms – Solo 401(k)

Account Transfer and Distribution Forms – QP

Account Maintenance and General Forms

Forms – Employer Use Only (DO NOT SEND TO INVESCO)

Invesco Solo 401(k) 2025 Plan Features and Requirements Mailing Materials: Mailed 10/30/2024. Invesco Solo 401(k) employers should use these documents to review several new retirement provisions that will become effective January 1, 2025. Please review the SECURE 2.0 Plan Features and Requirements document, sign if applicable, and keep with your plan records. Refer to the included FAQ for additional information.

Retirement Plans for Small Businesses: Referenced in Solo 401(k) 10/30/2024 mailing: Provides an overview and comparison of retirement plan options for small business owners. Includes SIMPLE and SEP IRAs and various 401(k) plan types: Solo 401(k), Safe Harbor, Age Weighted, and New Comparability. Please note, this brochure reflects SECURE 2.0 provisions available at the time of print.

SIMPLE IRA Annual Summary Description Mailing Materials: Use these documents to notify all eligible employees annually of their right to participate in the plan, enter into a salary reduction agreement or to modify a prior agreement, and to receive employer contributions. Employers must provide a copy of the Annual Summary Description of the plan to all eligible employees prior to the 60-day election period immediately preceding January 1, 2025. These documents were mailed to all Invesco SIMPLE employers on September 13, 2024.

Contribute

  • Account features form: Set up recurring contributions or a one-time electronic funds transfer contribution.
  • Additional contribution form: Make an additional contribution to a CollegeBound 529 account.
  • Exchange/future contribution (allocation) change form: Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).
  • Incoming rollover form: Request a direct rollover from another qualified 529 plan or education savings account to a CollegeBound 529 account.
  • Payroll direct deposit form: Automatically deduct money from a paycheck and deposit it into a CollegeBound 529 account (if your client's employer offers payroll deduction), or change an existing deduction. If your client is opening a new account, they can enroll online and select payroll deduction as their contribution method.

Open

Manage

Withdraw

  • Distribution request form: Initiate a withdrawal from an account. (Do this online for qualified withdrawals only.)
  • Direct Rollover Out to Roth IRA Form: Complete this form to initiate a direct rollover of assets from your CollegeBound529 Account to an existing Roth IRA account established for the benefit of the Beneficiary.

Account Application and Maintenance Forms

Account Transfer and Distribution Forms