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  • Qualified Retirement Plan Distribution Form (pdf) - Invesco

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A non-Invesco-Sponsored qualified retirement plan (401(k), profit sharing, or money purchase pension plan). Do not use this form for Invesco-sponsored Solo 401(k), Money Purchase Pension Plan or Profit Sharing Plan. Invesco Investment Services, Inc. (IIS) is not responsible for determining the reason for the distribution, or for withholding or reporting of state or federal income taxes. All required plan trustee(s) must sign in section 5. Please Use Blue or Black Ink Please.

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How do I redeem my investment? Please send Invesco a written instruction signed by the appropriate signatories, clearly stating the number of units or the dollar amount you wish to withdraw and account details of your nominated financial institution (original documentation may be required).

Withdrawal requests are normally paid within 10 days of receipt of the request. Subject to our right to suspend withdrawals or where a Fund is not liquid, we must honour a valid withdrawal request within 30 days of receipt.

Early Distribution: If you are taking an early distribution, the taxable amount of the distribution may be subject to federal income tax as ordinary income and may be subject to an additional 10% penalty tax.

For additional assistance please contact an Invesco Client Services representative at 800 959 4246, weekdays, 7 a.m. to 6 p.m. Central Time.

In addition, interest earned within a traditional IRA money market account grows tax-free. You'll only owe income tax when you withdraw money. However, you could also owe a 10% early withdrawal penalty on any money you pull out before age 59 ½, which is at or near retirement age for many people.

However, unlike traditional IRAs and most other retirement accounts, SIMPLE IRAs charge a 25% early withdrawal penalty if you take money out within the first two years of owning the account. You also have to wait two years if you'd like to roll your SIMPLE IRA funds over into a traditional IRA without paying any taxes.

Generally, early withdrawal from an Individual Retirement Account (IRA) prior to age 59½ is subject to being included in gross income plus a 10 percent additional tax penalty. There are exceptions to the 10 percent penalty, such as using IRA funds to pay your medical insurance premium after a job loss.

How do I withdraw from Invesco? Withdrawals can be made online or by downloading and mailing in the distribution request form. Account owners can also request a qualified distribution by telephone at (877) 615-4116.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232