FORMS

FORMS

General Forms

• Account Application- Individual

  AIM-APP-1
  Updated on: 10/20

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

  Email Download
• Account Application- Business or Organization

  AIM-APP-2
  Updated on: 10/20

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

  Email Download
• Account Application- Trust or Estate

  AIM-APP-3
  Updated on: 10/20

  Use this application to establish a Trust, Estate or Guardianship non-retirement Invesco account.

  Email Download
• Account Application - Transfer on Death (TOD) Registration

  AIM-APP-4
  Updated on: 10/20

  Use this application to establish a Trust, Estate or Guardianship non-retirement Invesco account.

  Email Download
• Account Application - Transfer on Death (TOD) Registration

  AIM-FRM-41
  Updated on: 03/18

  ■ Add/update bank information
  ■ Systematic exchange plan (dollar-cost averaging)
  ■ Systematic purchase plan
  ■ Systematic redemption plan

  Email Download
• Appointment of New Custodian Form

  AIM-FRM-31
  Updated on: 06/20

  Use this form to appoint a new custodian on a Uniform Gift to Minors Act or Uniform Transfer to Minors Act account.

  Email Download
• Asset Allocation Form

  AIM-FRM-13A
  Updated on: 05/19

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

  Email Download
• Beneficiary Designation Form

  AIM-FRM-5
  Updated on: 05/19

  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.

  Email Download
• Financial Professional Change Form

  AIM-FRM-10
  Updated on: 06/20

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

  Email Download
• Change of Ownership

  AIM-FRM-52
  Updated on: 04/19

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

  Email Download
• Change of Trustee Form

  AIM-FRM-63
  Updated on: 05/19

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

  Email Download
• Check Writing Authorization Form

  AIM-FRM-18
  Updated on: 06/20

  Use this form to add check writing privileges to your Invesco accounts.

  Email Download
• Cost Basis Election Form

  AIM-FRM-53
  Updated on: 04/19

  Use this form to add check writing privileges to your Invesco accounts.

  Email Download
• Net Asset Value (NAV) Certification Form

  AIM-FRM-3
  Updated on: 06/20

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

  Email Download
• Investment Instruction Form

  AIM-FRM-57
  Updated on: 06/18

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

  Email Download
• Letter of Instruction

  AIM-FRM-54
  Updated on: 01/18

  Use this form for specific account requests.

  Email Download
• Name Change Form

  AIM-FRM-42
  Updated on: 01/18

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

  Email Download
• Non-Retirement Account Redemption Form

  AIM-FRM-27
  Updated on: 06/20

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

  Email Download
• Power of Attorney Authorization Form

  AIM-FRM-59
  Updated on: 04/20

  Use this form to designate an agent (Attorney-in-Fact) to act on your behalf in connection with your Invesco account(s).

  Email Download
• Power of Attorney Authorization Form for Person(s) Unable to Act

  AIM-FRM-60
  Updated on: 04/20

  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.

  Email Download
• Power of Attorney Revocation Form

  AIM-FRM-61
  Updated on: 19/19

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

  Email Download
• Trusted Contact Form

  AIM-FRM-62
  Updated on: 06/20

  Use this form to add or remove a trusted contact to your new or existing Invesco account.

  Email Download
• No image available W-8BEN

  irs.gov form

  Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

  Infomation
• No image available W-8BEN-E

  irs.gov form

  Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)

  Infomation
• No image available 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

  Infomation
• No image available W-8EXP

  irs.gov form

  Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

  Infomation
• No image available W-8IMY

  irs.gov form

  Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding

  Infomation
• No image available W-9

  irs.gov form

  Request for Taxpayer Identification Number and Certification