Frm 52 form 2026

1. Click ‘Get Form’ to open the frm 52 form in the editor.
2. Begin by entering your Invesco Account Number and Current Registration Information. Ensure you provide your SSN or TIN as this is required.
3. In the Requestor Information section, fill in your full name, primary phone number, and mailing address. Select your capacity from the options provided.
4. For New Owner(s)/Recipient Information, input the full name of the new shareholder along with their SSN or TIN and date of birth. If applicable, include details for joint owners or custodians.
5. Select a reason for your request in the Reason for Request section. Choose from options A (General Registration Change), B (Death of Owner), or C (Gift) and provide any necessary details.
6. Complete Transfer/Redemption Instructions by selecting the type of request and specifying the amount of transfer or redemption.
7. In the Authorization and Signature(s) section, ensure all required signatures are provided along with dates. Remember to include a signature guarantee if necessary.
8. Finally, follow the Mailing Instructions to send your completed form to Invesco Investment Services.

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