Forms

Use this application to establish an Individual, Joint or Uniform Transfer/Gift to Minor (UTMA/UGMA) non-retirement Invesco account.

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

Use this application to establish a new Transfer on Death non-retirement Invesco account.

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

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

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

Use this form to add or update any of the following:

• Bank Account information
• Telephone privilages
• Systematic options

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

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

Use this form to systematically rebalance the allocation of the funds in your clients' accounts.

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.

Use this form to change the trustee Invesco accounts.

Use this form to change your cost basis method for your non-retirement Invesco accounts.

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

Use this form to make additional investments to your existing Invesco account.

Use this form for specific account requests.

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

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

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

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.

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

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

Use this form to update financial advisor and/or dealer information on all eligible Invesco accounts.

Use this form to update dealer information on all Invesco accounts.

Use this form to link a dealer controlled, non-omnibus account to your Invesco account for Rights of Accumulation or Letter of Intent.

irs.gov form

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

irs.gov form

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

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

irs.gov form

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

irs.gov form

Request for Taxpayer Identification Number and Certification