Forms and Applications
| Account- linking request form | Download |
| Corporate Resolution | Download |
| Direct Deposit Service | Download |
| Invesco Pooled Funds- Additional Fund Subscription Form | Download |
| Invesco Dollar- Cost Averaging (DCA) Service Fund instruction setup form | Download |
| Invesco Pooled Funds - Subscription Agreement (the “Agreement”) | Download |
| Invesco Rebalancing Service setup and change form | Download |
| Letter of Direction- Custom T- FLEX | Download |
| Investment Advisory Fee Client Agreement for all Series F and Series O shares and units | Download |
| Investment Advisory Fee Dealer Agreement for all Series F and Series O shares and units | Download |
| Accumulated Income Payment (AIP) - Withdrawal Form | Download |
| Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Application | Download |
| British Columbia Training and Education Savings Grant (BCTESG) Annex D | Download |
| Invesco Family Education Savings Plan- Beneficary Designation Form | Download |
| Invesco Family Education Savings Plan- Plan Text | Download |
| Invesco Individual Education Savings Plan- Plan Text | Download |
| QESI Transfer Form | Download |
| Refund of Contributions (ROC) Withdrawal Form | Download |
| Registered Education Savings Plan (RESP)Transfer | Download |
| RESP Annex A- Additional Beneficiaries | Download |
| RESP Annex B - Primary Caregiver and/or Custodial Parent/ Legal- Guardian | Download |
| RESP Educational Assistance Withdrawal Form | Download |
| RESP Grant Application Guide | Download |
| RESP Proof of Enrolment Guidelines | Download |
| Appendix A (Small Balance Withdrawal) | Download |
| Appendix B (Temporary Income Application for Accountholder under Age 54) | Download |
| Appendix C (Temporary Income Application for Accountholder Age 54 & 65) | Download |
| Form 1- Spouse's waiver to permit benefits in a pension plan, locked-in retirement account or life income fund to be unlocked | Download |
| form 3- spouse's consent to a transfer to a life income fund or establisment of life income type benefits account | Download |
| form 4- spouse's waiver of beneficary right to benefits in a pension plan, locked-in retirement account, life inocme fund or annuity before pension or annuity payments start | Download |
| LIF Addendum- Alberta | Download |
| LIF Addendum- British Columbia | Download |
| LIF Addendum- Federal | Download |
| LIF Addendum- Manitoba | Download |
| LIF Addendum- New Brunswick | Download |
| LIF Addendum- Newfoundland and Labrador | Download |
| LIF Addendum- Nova Scotia | Download |
| LIF Addendum- Quebec | Download |
| LIRA Addendum- Alberta | Download |
| LIRA Addendum- British Columbia | Download |
| LIRA Addendum- Manitoba | Download |
| LIRA Addendum- New Brunswick- | Download |
| LIRA Addendum- Newfoundland and Labrador | Download |
| LIRA Addendum- Nova Scotia | Download |
| LIRA Addendum- Ontario | Download |
| LIRA Addendum- Quebec | Download |
| LIRA Addendum- Saskatchewan | Download |
| LRIF Addendum- Newfoundland and Labrador | Download |
| LRIF Addendum- Ontario | Download |
| LRSP Addendum- Federal | Download |
| Ontario Spousal Consent to Transfer to a LIF | Download |
| Pension Partner Waiver to establish a life income fund from a locked-in retirement account (form 10) | Download |
| PRIF Addendum- Manitoba | Download |
| PRIF Addendum- Saskatchewan | Download |
| RLIF Addendum- Federal | Download |
| RLSP Addendum- Federal | Download |
| Schedule 1.1 LIF Addenddum- Ontario | Download |
| Spousal Consent Transfer to a LIF or to a variable benefit (form 09) | Download |
| Spouse's consent to transfer to registered retirement income fund contract (form 1) | Download |
| Waiver of 60% Joint survivor pension for pension plan or locked-in retirement account (form 5A) | Download |
| waiver of joint and survivor pension (form 3) | Download |
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