Invesco Online Forms Library

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Invesco
Individual Account Application
Lit No: AIM-APP-1
Revised: 04/01/2018
Form ID: 980
Publish: 05/30/2018
Details
Invesco
Traditional or Roth IRA Application
Lit No: IRA-FRM-14
Revised: 01/01/2018
Form ID: 981
Publish: 03/08/2018
Details
Invesco
403(b)(7) Distribution
Lit No: 403B-FRM-2
Revised: 01/01/2018
Form ID: 3566
Publish: 03/06/2018
Details
Invesco
Asset Reallocation
Lit No: AIM-FRM-13-E
Revised: 02/01/2014
Form ID: 3574
Publish: 06/03/2014
Details
Invesco
Transfer on Death (TOD) Account Application
Lit No: AIM-FRM-4
Revised: 03/01/2018
Form ID: 3575
Publish: 05/30/2018
Details
Invesco
Check Writing Authorization
Lit No: AIM-FRM-18
Revised: 01/01/2018
Form ID: 3577
Publish: 02/26/2018
Details
Invesco
Retirement Account Transfer/Rollover
To transfer/rollover retirement assets to a Traditional IRA,Rollover IRA, Roth IRA, SIMPLE IRA, SEP IRA, SARSEP IRA
Lit No: AIM-FRM-22
Revised: 12/01/2017
Form ID: 3579
Publish: 03/07/2018
Details
Invesco
Retiremen Plan Transmittal
Lit No: AIM-FRM-26
Revised: 01/01/2017
Form ID: 3581
Publish: 03/23/2017
Details
Invesco
Appointment of New Custodian
Lit No: AIM-FRM-31
Revised: 01/01/2018
Form ID: 3583
Publish: 02/22/2018
Details
Invesco
Beneficiary Designation
Lit No: AIM-FRM-5
Revised: 12/01/2017
Form ID: 3586
Publish: 02/22/2018
Details
Invesco
Coverdell Education Savings Account Application
Lit No: CESA-FRM-1
Revised: 02/01/2018
Form ID: 3587
Publish: 02/26/2018
Details
Invesco
Coverdell Education Savings Account Transfer
Lit No: CESA-FRM-2
Revised: 12/01/2017
Form ID: 3588
Publish: 02/22/2018
Details
Invesco
Traditional or Roth IRA Recharacterization
Lit No: IRA-FRM-17
Revised: 01/01/2018
Form ID: 3589
Publish: 02/22/2018
Details
Invesco
SIMPLE IRA Participant Application
Lit No: SIM-FRM-27
Revised: 01/01/2018
Form ID: 3591
Publish: 02/26/2018
Details
Invesco
SEP IRA Application
Lit No: SEP-FRM-1
Revised: 01/01/2018
Form ID: 3594
Publish: 03/15/2018
Details
Invesco
SEP IRA Transmittal
Lit No: SEP-FRM-2
Revised: 01/01/2018
Form ID: 3595
Publish: 02/22/2018
Details
Invesco
Solo 401(k) Enrollment and Change
Lit No: SOLO-FRM-2
Revised: 01/01/2017
Form ID: 3597
Publish: 03/23/2017
Details
Invesco
SIMPLE IRA Plan Salary Reduction Agreement
Lit No: IRA-FRM-11
Revised: 12/01/2017
Form ID: 3602
Publish: 02/22/2018
Details
Invesco
IRA to Invesco Roth IRA Conversion
Lit No: IRA-FRM-15
Revised: 12/01/2017
Form ID: 3603
Publish: 02/22/2018
Details
Invesco
Financial Advisor Change
Lit No: AIM-FRM-10
Revised: 06/01/2018
Form ID: 5237
Publish: 07/16/2018
Details
Invesco
Omnibus Retirement Plan Application
Lit No: AIM-FRM-35
Revised: 06/01/2017
Form ID: 5553
Publish: 09/14/2017
Details
Invesco
Solo 401(k) Transfer/Rollover
Lit No: SOLO-FRM-7
Revised: 01/01/2017
Form ID: 5813
Publish: 03/23/2017
Details
Invesco
SARSEP IRA Deferral Percentage Test
Lit No: SARSEP-FRM-2
Revised: 03/01/2017
Form ID: 5814
Publish: 03/23/2017
Details
Invesco
SARSEP IRA Enrollment and Salary Savings Agreement
Lit No: SARSEP-FRM-1
Revised: 03/01/2017
Form ID: 5815
Publish: 03/23/2017
Details
Invesco
Qualified Retirement Plan Transfer/Rollover
Lit No: QRP-FRM-1
Revised: 08/01/2017
Form ID: 7257
Publish: 09/26/2017
Details
Invesco
Removal of Excess Contribution
Lit No: IRA-FRM-33
Revised: 01/01/2018
Form ID: 8921
Publish: 03/07/2018
Details
Invesco
IRA Required Minimum Distribution
Lit No: IRA-FRM-32
Revised: 08/01/2017
Form ID: 8922
Publish: 09/14/2017
Details
Invesco
IRA One-Time Distribution
Lit No: IRA-FRM-31
Revised: 01/01/2018
Form ID: 8923
Publish: 03/07/2018
Details
Invesco
IRA Periodic Distribution
Lit No: IRA-FRM-30
Revised: 01/01/2018
Form ID: 8924
Publish: 02/22/2018
Details
Invesco
Account Options
Lit No: AIM-FRM-41
Revised: 03/01/2018
Form ID: 16198
Publish: 05/30/2018
Details
Invesco
Solo 401(k) Distribution
Lit No: SOLO-FRM-5
Revised: 01/01/2018
Form ID: 22778
Publish: 02/21/2018
Details
Invesco
403(b) Plan Loan Automatic Repayment Authorization
Lit No: 403B-FRM-10
Revised: 06/01/2017
Form ID: 26062
Publish: 09/14/2017
Details
Invesco
Investment Allocation Change
Lit No: AIM-FRM-50-E
Revised: 08/01/2018
Form ID: 26063
Publish: 08/17/2018
Details
Invesco
IRA Withholding Correction Election
Lit No: IRA-FRM-50-E
Revised: 07/01/2016
Form ID: 26064
Publish: 08/18/2016
Details
Invesco
Money Purchase Pension/Profit Sharing Plan Distrib
Distribution
Lit No: QRP-FRM-5
Revised: 06/01/2018
Form ID: 26065
Publish: 07/16/2018
Details
Invesco
Name Change
Lit No: AIM-FRM-42
Revised: 01/01/2018
Form ID: 26066
Publish: 02/21/2018
Details
Invesco
Non-Retirement Account Redemption
Lit No: AIM-FRM-27
Revised: 04/01/2017
Form ID: 26067
Publish: 04/21/2017
Details
Invesco
Optional Retirement Program (ORP) Distribution
Lit No: ORP-FRM-1
Revised: 01/01/2018
Form ID: 26068
Publish: 02/21/2018
Details
Invesco
Qualified Retirement Plan Distribution
Lit No: QRP-FRM-2
Revised: 08/01/2017
Form ID: 26070
Publish: 09/14/2017
Details
Invesco
Retirement Plan Manager
Use this form to add or terminate a user's access to Invesco Retirement Plan Manager (RPM) or to add or update banking information for RPM.
Lit No: RPM-FRM-1-E
Revised: 05/01/2017
Form ID: 26072
Publish: 09/14/2017
Details
Invesco
Cost Basis Election
Lit No: AIM-FRM-53-E
Revised: 05/01/2017
Form ID: 27425
Publish: 09/14/2017
Details
Invesco
Letter of Instruction
Lit No: AIM-FRM-54
Revised: 01/01/2018
Form ID: 28518
Publish: 02/21/2018
Details
Invesco
Change of Ownership
Lit No: AIM-FRM-52
Revised: 01/01/2018
Form ID: 28778
Publish: 02/21/2018
Details
Invesco
Qualified Retirement Plan Application
Lit No: QRP-APP-1-E
Revised: 04/01/2017
Form ID: 28779
Publish: 04/27/2017
Details
Invesco
Qualified Plan Participant Enrollment
Use this form to add a participant to an existing Qualified Plan that is not partcipating in Retirement Plan Manager.
Lit No: QRP-FRM-3-E
Revised: 04/01/2017
Form ID: 28780
Publish: 04/27/2017
Details
Invesco
Employer Sponsored SIMPLE IRA Plan Application
Lit No: SIM-FRM-24
Revised: 02/01/2018
Form ID: 28781
Publish: 02/21/2018
Details
Invesco
SIMPLE IRA Initial Contribution Verification
Lit No: SIM-FRM-4
Revised: 10/01/2017
Form ID: 28782
Publish: 12/05/2017
Details
Invesco
Solo 401(k) Plan Establishment Kit
Lit No: SOLO-FRM-4
Revised: 01/01/2017
Form ID: 31991
Publish: 09/14/2017
Details
Invesco
Coverdell Education Savings Account Administration
Lit No: CESA-FRM-5-E
Revised: 01/01/2018
Form ID: 31993
Publish: 02/21/2018
Details
Invesco
Coverdell ESA Age of Majority
Lit No: CESA-FRM-6-E
Revised: 10/01/2012
Form ID: 31994
Publish: 04/24/2013
Details
Invesco
Coverdell Education Savings Account Distribution
Lit No: CESA-FRM-4
Revised: 01/01/2018
Form ID: 31995
Publish: 03/07/2018
Details
Invesco
Investment Instruction
Lit No: AIM-FRM-57
Revised: 06/01/2018
Form ID: 36379
Publish: 07/16/2018
Details
Invesco
IRA Account Options
Lit No: IRA-FRM-18
Revised: 01/01/2018
Form ID: 36380
Publish: 03/15/2018
Details
Invesco
Retirement Plan Systematic Contribution
Lit No: IRA-FRM-45
Revised: 01/01/2017
Form ID: 36381
Publish: 03/23/2017
Details
Invesco
Solo 401(k) Participant Loan Automatic Repayment
Authorization
Lit No: SOLO-FRM-11
Revised: 07/01/2018
Form ID: 36382
Publish: 08/17/2018
Details
Invesco
Solo 401(k) Participant Loan Request and Repayment
Lit No: SOLO-FRM-6
Revised: 08/01/2018
Form ID: 36383
Publish: 08/22/2018
Details
Invesco
IRA Beneficiary Transfer Distribution
Lit No: IRA-FRM-29
Revised: 01/01/2018
Form ID: 46642
Publish: 02/26/2018
Details
Invesco
Power of Attorney Authorization for Person(s)
Unable to Act.
Lit No: AIM-FRM-60-E
Revised: 09/01/2017
Form ID: 46643
Publish: 09/14/2017
Details
Invesco
Net Asset Value (NAV) Certification
Lit No: AIM-FRM-3
Revised: 01/01/2017
Form ID: 50608
Publish: 03/23/2017
Details
Invesco
POA Revocation
Lit No: AIM-FRM-61-E
Revised: 06/01/2017
Form ID: 50609
Publish: 09/14/2017
Details
Invesco
US Dollar Liquidity Portfolio - Investor
Lit No:
Revised: 03/29/2016
Form ID: 54105
Publish: 02/08/2017
Details
Invesco
US Dollar Liquidity Portfolio - Command
Lit No:
Revised: 03/29/2016
Form ID: 54107
Publish: 02/08/2017
Details
Invesco
Power of Attorney Authorization
Lit No: AIM-FRM-59-E
Revised: 09/01/2017
Form ID: 55104
Publish: 09/14/2017
Details
Invesco
CollegeBound 529 - Additional Contribution
Lit No: CSRIA_01783B 0916
Revised: 09/01/2016
Form ID: 55105
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Account Features
Lit No: CSRIA_01783A 0916
Revised: 09/01/2016
Form ID: 55106
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Brokerage/Dealer Change Req.
Lit No: CSRIA_01783E 0416
Revised: 04/01/2016
Form ID: 55107
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Beneficiary Change
Lit No: CSRIA_05088B 0318
Revised: 03/01/2018
Form ID: 55108
Publish: 08/17/2018
Details
Invesco
CollegeBound 529 - Investment Option Change/Future
Contribution Allocation.
Lit No: CSRIA_05088A 0318
Revised: 03/01/2018
Form ID: 55109
Publish: 08/17/2018
Details
Invesco
CollegeBound 529 - Account Information Change
Lit No: CSRIA_01783E 0916
Revised: 09/01/2016
Form ID: 55110
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Agent Authorization/Limited POA
Lit No: CSRIA_00778H 0416
Revised: 04/01/2016
Form ID: 55111
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Organization Resolution
Lit No: CSRIA_01783F 0916
Revised: 09/01/2016
Form ID: 55112
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Payroll Direct Deposit
Lit No: CSRIA_00778J 0416
Revised: 04/01/2016
Form ID: 55113
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Power of Attorney
Lit No: CSRIA_00778K 0416
Revised: 04/01/2016
Form ID: 55114
Publish: 03/24/2017
Details
Invesco
CollegeBound 529 - Incoming Rollover
Lit No: CSRIA_05088H 0318
Revised: 03/01/2018
Form ID: 55115
Publish: 08/17/2018
Details
Invesco
CollegeBound 529 - Distribution Request
Lit No: CSRIA_01783H 0916
Revised: 09/01/2016
Form ID: 55116
Publish: 03/24/2017
Details
Invesco
Self-Certification for Late Rollover Contribution
Lit No: IRA-FRM-51
Revised: 07/01/2017
Form ID: 58657
Publish: 09/15/2017
Details
Invesco
Trusted Contact
Lit No: AIM-FRM-62
Revised: 09/01/2017
Form ID: 59810
Publish: 12/05/2017
Details
Invesco
Change of Trustee
Lit No: AIM-FRM-63
Revised: 06/01/2018
Form ID: 60944
Publish: 07/16/2018
Details
Invesco
Trust or Estate Account Application
Lit No: AIM-APP-3
Revised: 04/01/2018
Form ID: 62541
Publish: 06/15/2018
Details
Invesco
Business or Organization Account Application
Lit No: AIM-APP-2
Revised: 04/01/2018
Form ID: 62542
Publish: 07/05/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 College Savings --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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