Retirement Plan Transmittal Form printable pdf download

Retirement Plan Transmittal Form

Clear Form

Please remember to sign

application after printing.

Retirement Plan Transmittal Form

Use this form to submit retirement plan contributions. This form is for employer use only. To add

a new participant to the plan please attach the appropriate application or enrollment form.

If a current participant wants to change his/her investment allocations, the participant, trustee, or

financial advisor may do one of the following:

• Submit an Invesco Investment Allocation Change Form or a signed letter of instruction

• Update information online at , or

• Contact an Invesco Client Services representative at 800 959 4246

PLEASE USE BLUE OR BLACK INK

PLEASE PRINT CLEARLY IN BLOCK CAPITAL LETTERS

1 | Employer Information

Plan Type: (Please select one.)

Start

SIMPLE

SARSEP

SOLO 401(k)

401(k)

Profit Sharing

Money Purchase Pension

403(b)

here >.

Use

"Tab"

Employer’s Name

key to

move to

field.

Mailing Address

City

State

ZIP

Contact’s Full Name

Contact’s Phone Number

Please change the address on record for the employer/plan sponsor. The address for the employer sponsoring this retire-

ment plan has changed to the above referenced address.

2 | Mailing Information

Please make check payable to Invesco Investment Services, Inc. (IIS). IIS does not accept the following types of payment: Cash,

Credit Card Checks, Temporary/Starter Checks, and Third Party Checks.

(Direct Mail)

(Overnight Mail)

Invesco Investment Services, Inc.

P.O. Box 219078

c/o DST Systems, Inc.

Kansas City, MO 64121-9078

430 W. 7th Street

Kansas City, MO 64105-1407

For additional assistance please contact an Invesco Client Services representative at 800 959 4246, weekdays,

7 a.m. to 6 p.m. Central Time.

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AIM-FRM-26-E 05/15

Retirement Plan Transmittal Form

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