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How to fill out the Invesco AIM-FRM-52 online
The Invesco AIM-FRM-52 form is essential for users wishing to change the ownership registration of non-retirement Invesco accounts. This guide will provide clear and detailed instructions on how to complete this form effectively.
Follow the steps to complete your Invesco AIM-FRM-52 form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with the 'Requestor Information' section. Fill in the full name of the requestor(s), primary phone number, and select the capacity of the requestor from the available options including attorney-in-fact or executor.
- Next, provide the 'Current Registration and Invesco Account Number.' Include the Social Security Number (SSN) or Tax Identification Number (TIN) as required, along with the Invesco account number and the account registration as it appears.
- In the 'New Owner(s)/Recipient Information' section, enter the full name of the new shareholder, custodian, or organization, mailing address, SSN or TIN, and date of birth. Ensure all information is accurate and complete.
- Proceed to the 'Transfer/Redemption Instructions.' Select the type of request — whether to re-register, transfer, or redeem shares. Specify the amount for transfer or redemption by choosing to transfer the entire account or specifying partial amounts.
- Indicate the 'Reason for Request' by selecting from options A, B, or C. If applicable, provide supporting details such as date of death for inherited shares or date of gift for sharing transfers.
- Complete the 'Payment Options' section only if requesting a redemption. Provide necessary information for check mailing or bank transfers, and ensure to attach a voided check if necessary.
- In the 'Authorization and Signature' section, sign and date the form. Include any necessary signature guarantees as specified. Ensure that your signature is completed in blue or black ink.
- Finally, follow the mailing instructions to send the completed and signed form to either the direct mail or overnight mail address provided.
Start completing your Invesco AIM-FRM-52 form online today!
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Invesco has a solid reputation in the mutual fund industry, known for its diverse offerings, including the Invesco AIM-FRM-52. Investors often appreciate their focus on both growth and risk management. Moreover, Invesco funds typically feature experienced management teams and comprehensive research frameworks, which attract numerous investors. Ultimately, evaluating individual goals can help determine if Invesco fits your investment strategy.
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