Get Qualified Retirement Plan Distribution Form (pdf) - Invesco

This guide provides clear and supportive instructions on how to complete the Qualified Retirement Plan Distribution Form from Invesco. Whether you are a first-time user or have some experience, this step-by-step approach will help you navigate the form effectively.

Follow the steps to successfully complete your distribution form.

1. Click the ‘Get Form’ button to obtain the Qualified Retirement Plan Distribution Form and open it for editing.
2. Fill in your participant and plan information in section 1, including your Social Security number, Invesco account number or plan ID, full name, plan name, and primary contact phone number. Ensure to print clearly in block capital letters.
3. In section 2, provide your distribution instructions. Choose between distributing the entire account, a specific percentage, or a specific dollar amount. Specify whether the distribution is gross or net and, if necessary, your desired allocation of the distribution among different funds.
4. Proceed to section 3 for payment options. Indicate how you would like the proceeds to be sent (e.g., by check to various payees or as an ACH transfer to your bank account). Ensure you provide accurate information for each option you select.
5. If applicable, complete section 4 with forfeiture instructions, indicating any amounts to transfer into the plan’s forfeiture account. Specify whether it’s the remaining balance or an exact dollar amount.
6. In section 5, authorize and sign the form. Multiple signatures may be required from trustees, and it is essential to include the date of signing. Add a signature guarantee if your situation meets any of the specified criteria.
7. Review the entire document for accuracy and completeness. Save your changes, then download, print, or share the completed form as needed. Ensure to sign the document after printing.
8. Finally, send the completed and signed form to the appropriate address, using the guidelines provided in section 6 for both direct and overnight mail.

Complete your distribution forms online today for a streamlined experience.