Solo 401(k) and 403(b)(7) COVID-19 Loan Application and Agreement  

Updated on: 09/20

Use this form to request a loan related to COVID-19 from an Invesco Solo 401(k) or 403(b)(7) plan in accordance with the attached Loan Policy and Procedures and COVID-19 Loan Policy and Procedures Addendum.
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Coronavirus-Related Distribution and/or Loan Repayment Suspension Form  

Updated on: 09/20

Use this form to: Request a Coronavirus-Related Distribution (CRD) from your Invesco sponsored 403(b)(7), Single K, Solo 401(k), or Profit Sharing Plan (PSP) account, or Request a temporary suspension of loan repayments on your outstanding participant loan
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Invesco Solo 401(k) Participant Enrollment Form  

Updated on: 08/20

Use this form to establish a participant account for the business owner (and spouse, if applicable) in an Invesco Solo 401(k) plan (includes plans formerly known as OppenheimerFunds Single K.).
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IRA Required Minimum Distribution (RMD) Form  

Updated on: 08/20

Use this form to request an RMD from your Invesco IRA. Additionally, use this form to change an existing periodic RMD.
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Solo 401(k) plan establishment kit  

Updated on: 07/20

Use this kit to establish a self service Invesco Solo 401(k).
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Employer Sponsored SIMPLE IRA Plan application  

Updated on: 07/20

Use this form to authorize Invesco Investment Services, Inc. (IIS) to establish a SIMPLE IRA account for the Plan.
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SIMPLE IRA Participant application  

Updated on: 07/20

Use this form to establish an Invesco SIMPLE IRA with Invesco Trust Company (ITC) as custodian.
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Coverdell Education Savings Account application  

Updated on: 07/20

Use this form to establish an Invesco Coverdell Education Savings Account (Coverdell ESA) with Invesco Trust Company (ITC) as custodian.
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SEP IRA application  

Updated on: 07/20

Use this form to establish an Invesco SEP or SARSEP IRA with Invesco Trust Company (ITC) as custodian.
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Traditional or Roth IRA application  

Updated on: 07/20

Use this form to establish an Invesco Traditional, Rollover or Roth IRA with Invesco Trust Company (ITC) as custodian.
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