Get Sep Transmittal Form (pdf) - Invesco

This guide provides clear instructions on how to effectively fill out the SEP Transmittal Form (PDF) issued by Invesco. Whether you are familiar with digital forms or are new to the process, this comprehensive guide will help you navigate each section with ease.

Follow the steps to complete your SEP Transmittal Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill out the employer information section. Provide your employer’s name, the full name of the contact person, and the employer’s mailing address, including city, state, ZIP code, phone number, and group number.
3. Proceed to the investment instructions section. Here, you will authorize Invesco National Trust Company (INTC) to invest contributions. List the name of each participant, their account number, the fund in which to invest, and the contribution amounts for each entry.
4. In the mailing instructions section, make sure to note that checks should be made payable to INTC. Include details regarding the types of payments that are not accepted, such as cash or credit card checks. Ensure the completed form and the check are addressed correctly to the specified mailing addresses for direct and overnight mail.
5. Review all entered information for accuracy. Ensure that you have completed all required sections and that the information is clear and neatly written in block capital letters.
6. After completing the form, you can save changes, download the form for your records, print it out, or share it as needed.

Complete your SEP Transmittal Form online today.