PrintPlease remember to sign form after printing.Clear FormRetirement Plan Transmittal Form Use this form to submit retirement plan contributions. This form is for employer use only. Do not use this.

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How to fill out the Invesco AIM-FRM-26 online

The Invesco AIM-FRM-26 form is essential for submitting retirement plan contributions. This guide offers clear instructions on how to properly fill out the form online, ensuring accurate and efficient submission.

Follow the steps to complete the Invesco AIM-FRM-26 form online.

  1. Press the ‘Get Form’ button to access the form and open it in your editing tool.
  2. Begin by entering your employer information in Section 1. Fill in the plan type by selecting one from the available options, and provide the employer’s name, mailing address, city, state, and ZIP code. Ensure that you use blue or black ink and print clearly in block capital letters.
  3. In Section 1, specify the plan contact person's name, primary phone number, and email address. Check the boxes if this is a new plan contact or updated employer address, and ensure the employer or plan administrator provides their signature and date.
  4. Proceed to Section 2 for mailing information. Note that checks should be made payable to Invesco Investment Services, Inc. Include the relevant mailing address for direct or overnight mail as indicated.
  5. In Section 3, provide contribution instructions. You must fill out the columns that apply to your specific retirement plan type, indicating the contribution amounts according to the designated categories.
  6. List the payroll date and participant details in the table provided, ensuring all contributions are clearly labeled under the appropriate columns for accuracy.
  7. After completing all necessary fields, ensure the totals are calculated correctly. Double-check that all required signatures are included. Finally, you can save your changes, download the form, print it, or share it as needed.

Start filling out your Invesco AIM-FRM-26 form online today to ensure timely contributions to your retirement plan.

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