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What is Invesco AIM-FRM-52

The Invesco Change of Ownership Form is a business document used by account holders to officially request a change in ownership for non-retirement Invesco accounts.

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Who needs Invesco AIM-FRM-52?

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Invesco AIM-FRM-52 is needed by:

Individuals undergoing marriage, divorce, or inheritance processes
Beneficiaries of an Invesco account looking to assume ownership
Financial advisors managing client accounts with Invesco
Estate planners requiring ownership adjustments for clients
Investors gifting shares to family members or friends
Any authorized representatives handling account transfers

Comprehensive Guide to Invesco AIM-FRM-52

What is the Invesco Change of Ownership Form?

The Invesco Change of Ownership Form (AIM-FRM-52) is a crucial document utilized for changing the registration on non-retirement Invesco accounts. This form is particularly relevant in life transitions such as marriage, divorce, inheritance, or gifting shares. Submitting this form is essential for ensuring accurate account registration changes.

Users can benefit from understanding the significance of the form, which not only aids in maintaining correct ownership records but also facilitates asset transfers during significant personal events. Ensuring compliance with this process helps prevent potential ownership disputes.

Purpose and Benefits of the Invesco Change of Ownership Form

The primary purpose of the Invesco Change of Ownership Form is to streamline the updates in ownership status on various accounts. The advantages of completing this form include:

Accurate representation of account ownership.
Simplified asset transfer during major life changes.
Minimization of legal issues related to ownership complications.

Who Needs the Invesco Change of Ownership Form?

This form is essential for various individuals facing changes in ownership due to personal circumstances. Key groups who may need to complete the Invesco Change of Ownership Form include:

Individuals undergoing marriage or divorce.
Executors managing inheritance transfers.
Contributors to investment accounts wishing to update registration details.

How to Fill Out the Invesco Change of Ownership Form Online

Filling out the Invesco Change of Ownership Form online is a straightforward process. Follow these step-by-step instructions:

Access the online form layout to view required fields, including requestor's information and new owner’s details.
Fill in all required fields accurately, ensuring the completeness of the form.
Review the completed form to avoid common errors before submission.

Field-by-Field Instructions for the Invesco Change of Ownership Form

A comprehensive understanding of the key fields on the Invesco Change of Ownership Form is essential for accurate completion. Important fields include:

Full Name of Requestor(s)
Invesco Account Number
SSN or TIN (required for identification)
Signature of Requestor (required for authenticity)

Providing accurate information is vital, and verification may require additional documentation such as a signature guarantee.

Submission Process for the Invesco Change of Ownership Form

Once the form is completed, it must be submitted correctly to ensure processing. The submission process includes:

Mailing the completed form to Invesco Investment Services in Kansas City, Missouri.
Reviewing the address details provided for submissions to avoid delays.
Understanding the tracking options available and potential timelines for processing.

What Happens After You Submit the Invesco Change of Ownership Form?

After submission, users can expect the following outcomes regarding their account ownership changes:

A timeline that indicates when changes will reflect in account ownership.
Confirmation of receipt from Invesco, signifying that the request has been processed.
Options for checking the status of the submission for peace of mind.

Security and Compliance for Filling Out the Invesco Change of Ownership Form

When filling out the Invesco Change of Ownership Form, ensuring the security of personal information is paramount. pdfFiller employs the following measures to protect user data:

256-bit encryption for data protection.
Compliance with HIPAA and GDPR regulations to safeguard sensitive information.
Recommendations for carefully handling documents containing personal data.

Benefits of Using pdfFiller for Your Invesco Change of Ownership Form

Leveraging pdfFiller enhances the experience when filling out the Invesco Change of Ownership Form. Users can access several features including:

A user-friendly interface designed for ease of use.
Functionality for e-signing and sharing documents securely.
The convenience of cloud-based access, eliminating the need for downloads.

Example of a Completed Invesco Change of Ownership Form

Providing a visual example of the completed Invesco Change of Ownership Form can be immensely helpful. An example typically showcases:

A filled-out form to guide users on how to complete their own.
Key sections highlighted, accompanied by tips derived from real-life scenarios.
Common mistakes addressed through the provided example format.

Last updated on Mar 28, 2026

How to fill out the Invesco AIM-FRM-52

1.

To access the Invesco Change of Ownership Form on pdfFiller, visit the website and use the search functionality to locate the form by entering its name.
2.

Once found, click to open the form. The pdfFiller interface allows you to fill out fields interactively.
3.

Before filling out the form, gather needed information such as the full name of the requestor, Invesco account number, Social Security Number (SSN) or Tax Identification Number (TIN), and signatures for all requestors.
4.

Begin filling out the form by inputting the requestor's information in the designated fields. Ensure to provide accurate and complete data.
5.

If applicable, fill in the new owner's information, providing details clearly as required.
6.

Next, indicate the reason for the ownership change by selecting the appropriate checkbox or writing it in the provided space.
7.

Additionally, input any specific transfer or redemption instructions that might be necessary for the transaction.
8.

Review the entered information for accuracy. Use pdfFiller's preview feature to check for any errors or missing fields.
9.

Once the form is complete, navigate to the save options where you can download a copy for your records or submit it directly on the platform.
10.

To finalize, ensure that all signatures, especially the requestor's, are included, as this is a requirement for the document's validity.

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Who is eligible to use the Invesco Change of Ownership Form?

Any account holder with a non-retirement Invesco account, including individual investors, beneficiaries, or authorized representatives, can use the Invesco Change of Ownership Form to request changes in account ownership.

Are there any deadlines for submitting the form?

While specific deadlines may vary by situation, it is advisable to submit the Invesco Change of Ownership Form as soon as possible after a triggering event, such as marriage, divorce, or inheritance, to avoid any delays in processing.

How do I submit the completed form?

After completing the Invesco Change of Ownership Form, you can submit it by mailing the form directly to Invesco Investment Services in Kansas City, Missouri, as electronic submission may not be accepted.

What supporting documents are required with the form?

Typically, you will need to provide supporting documents like a copy of the death certificate, marriage certificate, or divorce decree, depending on the reason for the ownership change. Always verify specific requirements with Invesco.

What are common mistakes to avoid when filling out the form?

Common mistakes include missing signatures, incorrect account numbers, or incomplete fields. Double-check all information before mailing the form to ensure it aligns with Invesco's requirements.

How long does processing the ownership change take?

Processing times may vary, but it typically takes several days to weeks. For precise estimates, check directly with Invesco or consult the confirmation received after submission.

What if I need help filling out the form?

If you need assistance while filling out the Invesco Change of Ownership Form, pdfFiller offers customer support and guidance, and you may also contact Invesco for any specific queries related to the form.