Use this form to request a contract exchange, schedule a transfer, or schedule a direct rollover to an Invesco 403(b)(7) deposit account. Use this form to create an Invesco Traditional or Roth IRA with Invesco Trust Company (ITC) as a custodian bank. Copies of applicable retention agreements and disclosure statements are included. Use this form to indicate the amounts of the wage reduction agreement if no similar form is available from your employer. . Use this form to change the bank account information and/or credit allocation for an existing loan. For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the program description that contains investment goals, risks, fees, expenses, and other important information. Read and think carefully before investing. Invesco Distributors, Inc. is the distributor of CollegeBound 529.
. Investments in portfolios are subject to risks, including the investment risks of the portfolios described in the programme description; the risk of (a) losing money over short or even long periods of time; (b) changes to CollegeBound 529, including changes to fees; (c) changes in federal or national tax legislation; and (d) contributions to CollegeBound 529 may infringe the right of the beneficiary or account holder to receive financial assistance or other benefits. A detailed description of the risks associated with CollegeBound 529 and the risks associated with the underlying portfolios and funds can be found in the program description. . Use this form to set or change your choice of SIMPLE IRA salary reduction. Upromise is an optional service offered by Upromise, Inc., separate from CollegeBound 529 and not connected to Ascensus College Savings Recordkeeping Services, LLC, Invesco or the State of Rhode Island. The Upromise service is subject to the general conditions of sale. Participating companies, contribution levels and terms and conditions are subject to change at any time without notice. Transfers from Upromise to a CollegeBound 529 account are subject to a minimum of $25 USD. Upromise and the Upromise logo are registered service marks of Upromise, Inc. Many account management options are available through Vision®. Please note that the options available on Vision are set by your reseller.
Please contact your Home Office for permission for additional functions. . Ugift is a registered trademark of Ascensus Broker Dealer Services, Inc. Use this form to create an Invesco SEP or SARSEP IRA with Invesco Trust Company (ITC) as a custodian bank. Use this form to confirm the reason(s) why you were unable to complete the rollover within 60 days of receiving the distribution. This information does not constitute tax advice. Please contact your tax advisor for your particular situation. Use this form to transfer or transfer pension assets eligible for a qualified retirement plan not sponsored by Invesco. Please note that before investing in a 529 plan, you should consider whether your home country or the recipient`s home country offers a 529 plan that offers its taxpayers advantageous public taxes and other public benefits such as financial aid, scholarship funds, and creditor protection that are only available through investments in the home state`s 529 plan. You should also consult your financial, tax or other advisor to learn more about how the government`s benefits (or restrictions) would apply to your specific circumstances. You can also go directly to your home country`s 529 plans or any other 529 plan to learn more about the features, benefits, and limitations of those plans. .