Fillable Financial Advisor Change Form printable pdf download

Please remember to sign

Clear Form

application after printing.

Financial Advisor Change Form

Use this form to change the financial advisor information on your Invesco account.

PLEASE USE BLUE OR BLACK INK

PLEASE PRINT CLEARLY IN BLOCK CAPITAL LETTERS

1 | Invesco Account Number and Registration Information

SSN or

TIN (Required)

Invesco Account Number or Plan ID

Start

here >.

Use

Account Registration (Please print name(s) as it appears on account.)

"Tab"

key to

move to

field.

Primary Phone Number

Email Address

2 | Financial Advisor/Dealer Information

Select one.

Please remove the current financial advisor on the account referenced in section 1. I understand no broker/dealer will be

assigned to the account.

Please replace the current financial advisor on the account referenced in section 1 with a new financial advisor listed below.

Important: Incomplete information in this section may result in no brokerage/dealer being assigned to the account.

Name of Firm

Branch Number

Financial Advisor’s Name

Financial Advisor’s Rep ID

Financial Advisor’s Branch Address

Financial Advisor’s Phone Number

City

State

ZIP

We authorize Invesco Investment Services, Inc. (IIS) (as designated by Invesco Trust Company (ITC), if applicable) to act as

our agent in connection with transactions authorized by the account application and agree to notify IIS of any purchase made

under a letter of intent or rights of accumulation.

Authorized Signature of Dealer/Home Office

Invesco Dealer Number

3 | Authorization and Signature (Please sign and date below.)

I understand that if section 2 is incomplete, this account may be maintained without a financial advisor/dealer assigned to

the account and IIS and its affiliates shall not give tax advice or investment advice, nor determine whether the account is

appropriate for me. By signing this form, (i) I authorize and direct IIS to maintain the account referenced herein, and (ii)

I agree to indemnify and hold harmless IIS, its affiliates, each of their respective employees, officers, trustees, or

directors, and each of the Invesco Funds from and against any and all claims, losses, liabilities, damages and expenses

that may be incurred by reason of your actions taken in accordance with the instructions set forth herein.

Account Owner’s Signature (Required)

Title

Date (mm/dd/yyyy)

Account Owner’s Signature (if applicable)

Title

Date (mm/dd/yyyy)

(If more than one shareowner on account.)

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AIM-FRM-10 01/17

Financial Advisor Change Form

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