To retitle a non-retirement Invesco mutual fund account, you use the Invesco Change of Ownership Form with Signature Guarantee: download it from invesco.com, complete the sections for the current and new owner, attach the supporting legal documents that fit your situation, get a Medallion Signature Guarantee stamp on your signature, and mail the original paperwork to Invesco’s service center in Kansas City. The transfer moves faster or stalls entirely based on whether every name, number, and document lines up before the envelope goes out.
When You Need This Form
The form applies any time the registered owner of a non-retirement Invesco account changes. Common reasons include adding a spouse or partner to create a joint tenancy with rights of survivorship, moving shares into a living trust, gifting shares to a family member, splitting an account under a divorce decree, or distributing account assets from an estate to named beneficiaries.
One important boundary: retirement accounts such as IRAs use a different Invesco process with separate forms. If your account is an IRA, this form is not the one you want.
Corporate account changes and some transfers following a deceased owner may also require a different, more detailed form. If either applies, call Invesco at (800) 959-4246 to confirm which form to use before you fill anything out.
What to Gather Before You Fill Anything Out
Every transfer needs the current Invesco account number, the full legal names of both the current and new owner, and Social Security numbers or taxpayer identification numbers for all parties. You will also need the new owner’s date of birth and mailing address so Invesco can set up the receiving registration.
Beyond those basics, the supporting paperwork depends on why the account is changing hands:
- For a trust transfer, include the relevant pages of the trust agreement showing the trust name, the date it was established, and the trustees. The full document is not required; the certification or excerpt pages that establish authority are enough.
- For an estate transfer, provide a certified copy of the Letters Testamentary or Letters of Administration proving the executor’s authority, along with a certified death certificate.
- For a court-ordered transfer, attach a certified copy of the court order or divorce decree directing the division of the account.
- If the new owner is a foreign national rather than a U.S. person, they will need to submit IRS Form W-8BEN with the transfer paperwork so Invesco applies the correct withholding rate, including any reduced rate under a tax treaty.
Copy names from the supporting documents exactly as they appear. A middle initial that shows on the trust certification but not on the form is enough to bounce the package back.
Getting the Medallion Signature Guarantee
The form requires a Medallion Signature Guarantee, a specialized stamp from a participating financial institution that verifies your identity and accepts liability for the authenticity of your signature. A regular notary stamp does not qualify, and Invesco will reject the form without the Medallion.
Banks, credit unions, and brokerage firms that participate in a recognized Medallion program can provide the stamp. Not every branch offers the service, so call first. Bring a valid government-issued photo ID and proof that you own the Invesco account, such as a recent statement.
Existing customers often get the guarantee at no charge. Non-customers typically pay somewhere between $10 and $50, and some third-party providers charge more. Sign the form in front of the person providing the stamp, not before. The institution places its Medallion in the designated signature guarantee box on the same page as your signature, which is what makes the guarantee valid.
Completing the Form
Download the form from invesco.com and print it. Electronic submission is not an option because the Medallion stamp has to be physical.
The form has separate sections for the current owner, called the transferor, and the new owner, called the transferee. In the transferor section, enter the account number and the name exactly as they appear on your Invesco statements. In the transferee section, fill in the new owner’s full legal name, Social Security number or TIN, date of birth, and mailing address. If the new registration is a joint account or a trust, list every co-owner or trustee.
You also need to specify the type of new registration, whether individual, joint tenants with rights of survivorship, trust, custodial, or another entity, and whether the transfer is full or partial. For a partial transfer, list a dollar amount or share count for each fund in the account. Do not sign the form until you are with the institution providing the Medallion Signature Guarantee.
Where to Mail the Completed Package
Mail the original signed and stamped form along with any supporting documents. Faxed or emailed copies are not accepted because the physical Medallion stamp is required.
- By regular USPS mail: Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078.
- By overnight or express courier: Invesco Investment Services, Inc., 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307.
Use a tracked shipping method. The envelope holds Social Security numbers and account information, and you want confirmation of delivery. Keep copies of the form, every supporting document, and the tracking number.
What Happens After You Mail It
Invesco reviews the package for completeness and, once the transfer processes, sends the new owner a confirmation statement by mail showing the updated registration and any new account number. Hold onto that statement. It is the official record of the transfer and it documents the cost basis information the new owner will need at tax time.
If Invesco spots a problem during review, the firm mails back instructions for the fix. The transfers that stall most often are the ones with name mismatches between the form and the supporting documents, missing or illegible entries in required fields, or no clear indication of whether the transfer is full or partial. A careful pass through the form against every supporting document before mailing is what prevents weeks of back-and-forth.
Tax Consequences by Transfer Type
Retitling shares changes more than a name on a statement. It can carry tax consequences for the giver, the recipient, or both.
Gifted Shares
When you gift shares, the recipient generally takes over your original cost basis. If the fair market value on the gift date is at or above your adjusted basis, the recipient uses your basis when they sell. If the value on the gift date is below your basis, a split rule applies: the recipient uses your basis to calculate a gain and the gift-date fair market value to calculate a loss.
For 2026, the federal annual gift tax exclusion is $19,000 per recipient. Gifts above that amount to a single recipient in one year require filing IRS Form 709, the gift tax return, even when no tax is due because the excess simply reduces your lifetime exemption. Married couples can elect gift-splitting to combine exclusions, covering up to $38,000 per recipient.
Inherited Shares
Shares transferred as part of an estate distribution generally receive a stepped-up basis equal to the fair market value on the date of death. For long-held shares, that can substantially reduce the capital gains tax the new owner owes when they eventually sell.
Divorce Transfers
Transfers of investment accounts between spouses as part of a divorce settlement are generally not taxable at the time of transfer. The receiving spouse takes over the original cost basis, and the tax bill arrives later, when those shares are sold.