Financial Advisor Change Form Page 2

Download a blank fillable Financial Advisor Change Form in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Financial Advisor Change Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

PLEASE USE BLUE OR BLACK INK
PLEASE PRINT CLEARLY IN BLOCK CAPITAL LETTERS
4 | Mailing Instructions
Please send completed and signed form to one of the addresses detailed below OR fax to 713 986 9766.
(Direct Mail)
(Overnight Mail)
Invesco Investment Services, Inc.
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 assistance please contact an Invesco Client Services representative at 800 959 4246, weekdays, 7 a.m. to 6 p.m.
Central Time.
Visit our website at
• Check your account balance
• Check the current fund price, yield and total return on any fund
• Check transaction history
• Process transactions
• View account statements and tax forms
• Retrieve account forms and investor education materials
• Sign up for eDelivery of statements, daily transaction
statements, tax forms, prospectuses and reports
Call the 24-Hour Automated Investor Line 800 246 5463 to:
• Obtain fund prices
• Check your account balance
• Check transaction history
• Process transactions
• Order account statement(s)
To use the system, please have your account numbers and Social Security number available.
2 of 2
AIM-FRM-10 01/17

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Business
Go
Page of 2