Ira Frm 29 Form – Fill Out and Use This PDF

IRA DEATH DISTRIBUTION FORM

Use this form to request a distribution or transfer from a deceased Invesco depositor’s account to the designated beneficiary or estate. Each beneficiary must complete a separate IRA Death Distribution Form.

Executor/Trustee/Personal Representative Name if Beneficiary is Entity (Please print)

Residential Address

Deceased Depositor’s Social Security Number

Existing Invesco Account Number or Plan ID

3Distribution Information and Instructions

(A signature guarantee is required in section 8 of this form. However, if a Medallion Signature Guarantee is provided, the certified documents identified by

(*) do not need to be provided.)

We recommend that you speak with a tax or financial advisor regarding the consequences of this distribution.

Additional Documentation Requirements:

•A certified copy of the depositor’s death certificate or a certified copy of letters testamentary indicating the depositor’s date of death must be provided.*

•An heir or devisee of the depositor claiming assets pursuant to a small estate administration, must provide a certified copy (in states where applicable) of the affidavit of small estate.*

•If a beneficiary is electing to maintain the account and distribute his or her interest in five years or over the life expectancy, the beneficiary must submit a completed Invesco IRA Application.

Additional Information:

•If no beneficiary is named on the account and the depositor was unmarried at the time of death, any assets remaining in the account will be distributed to the depositor’s estate.

Important: A copy of the death certificate must be included showing that the depositor was not married at the time of death or a Medallion Signature Guaranteed letter stating that the depositor’s marital status at the time of death and that there are no other persons or entities with a claim to the Invesco account.

*DEFKRSSDEATH*

PLEASE PRINT CLEARLY IN BLOCK CAPITAL LETTERS

4Allocation of Distribution (Select one option.)

■Proportionate - Shares will be redeemed from each fund in which your account holds shares in the proportion that such investment represents with respect to the total value of your account.

■Distribution From Specific Fund(s) - Please indicate the fund(s) and redemption amounts below.

5Federal Income Tax Withholding Election (Select one.)

The distributions you receive from your IRA are subject to 10% federal income tax withholding unless you provide an alternative election below. If no election is made, or your only address of record is a P.O. Box or non-U.S. address, IIS is required to withhold at the rate of 10%.

For Roth IRAs only, federal income tax withholding does not apply, unless specified below.

■ I do not want any federal income tax withheld from my distribution.

Please note that the withholding rate designation made above supersedes any previous designations. If you elect to receive periodic distributions, your withholding election for this series of payments will remain on file with IIS. You may wish to change or revoke your withholding election at any time by contacting an Invesco Client Services Representative. If you elect not to have withholding applied to your distributions, or if you do not have enough federal income tax withheld from your distributions, you may be responsible for payment of estimated tax. You may incur penalties under the estimated tax rules if your withholding and estimated tax payments are not sufficient. When taking a distribution from your retirement account, please consult a tax advisor for information pertaining to taxable amounts and possible penalties.

6Payment Options (Your distribution will be mailed to the beneficiary’s address referenced in section 2, unless specified below.)

By Check:

■Mail check to the beneficiary’s address referenced in section 2.

■Mail check to the new IRA custodian or plan trustee per instructions on attached letter of acceptance from the new custodian. (For a non-spouse beneficiary, the letter of acceptance must indicate that the account held at the successor custodian is an inherited/beneficiary IRA.)

■Mail check to a third party address

Make check payable to:

Street Address (Including apartment or P.O. Box number)

PLEASE PRINT CLEARLY IN BLOCK CAPITAL LETTERS

To Bank: (If banking information is provided and a delivery option, Wire or ACH, is not selected, proceeds will be sent via ACH.)

■Wire proceeds to my bank account. (Not available for periodic payments.)

■ACH Transfer to my bank account. (Allow 2-3 business days to receive your proceeds.)

Bank Name

Name(s) on Bank Account

Account Type: ■ Checking ■ Savings

Name

_________________________

_________________________

Please tape your voided check here.

Deposit into an Invesco account:

■Transfer proceeds into an Invesco Decedent IRA. (Available to spouse and non-spouse beneficiaries of the deceased depositor. Please complete and attach the Traditional, Rollover or Roth IRA Application.)

■Transfer the proceeds into my existing or new Invesco IRA account in kind. (Available only if the deceased depositor’s spouse is the beneficiary. Please complete and attach the Traditional, Rollover, or Roth IRA Application (for new account). Your fund selections will remain the same.)

Account Number:

■Deposit the proceeds into my existing non-retirement Invesco account in kind. (Fund selections will remain the same.)

Account Number:

PLEASE PRINT CLEARLY IN BLOCK CAPITAL LETTERS

7Signature and Tax Certification (Beneficiary must sign and date below.)

REQUEST FOR TAXPAYER IDENTIFICATION NUMBER (Substitute Form W-9)

Under penalties of perjury, I certify that:

1.The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and

2.I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and

3.I am a U.S. person (including a U.S. resident alien).

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancella- tion of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the Certification.

I hereby affirm that the information given above is true and correct, and I authorize and direct the custodian to make distributions and take such other actions as described above.

8 Signature Guarantee (Required)

9Mailing Instructions

Submit form to:

After completing the form, please sign it and send it to one of the addresses detailed below.

For additional 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 invesco.com/us

The Invesco website gives you 24-hour access to your mutual fund account. By using the website, you can obtain the most up-to-date information about your account.

•Sign up for eDelivery of quarterly statements, daily transaction statements, prospectuses, reports and tax forms

Invesco 24-Hour Automated Investor Line 800 246 5463

The Invesco Investor Line gives you 24-hour toll-free access to your mutual fund account. By calling the Invesco Investor Line any day of the week, 24 hours a day, you can obtain the most up-to-date information about your account.

Simply dial 800 246 5463. To use the system, please have your account numbers and Social Security number handy.

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