Skip to main content
SimplyTrust
SimplyTrust
Create a TrustSettle an EstateForms & ToolsFreeResources
SimplyTrust Logo

Every family deserves a plan. We'll help.

Get startedApp StoreGoogle Play

Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Vehicle Transfer on Death

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Invesco→Preparing your estate

How to name beneficiaries and fund a trust at Invesco

Covers 5 investment, and 7 retirement accounts — beneficiaries can be managed online

Invesco

Subsidiary of Invesco Ltd. (NYSE: IVZ)

invesco.com/us/en/Individual-investor.html→
Invesco logo

Invesco Client Services

Phone800-959-4246
Mailing Address

Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)

Outside the United States
713-626-1919
Invesco investor line
800-246-5463
Closed-end funds
800-341-2929
WebsiteLearn more→

Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library)

Phone800-959-4246
Mailing Address

Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078

WebsiteLearn more→

Invesco Client Services

Phone800-959-4246
Mailing Address

Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)

Outside the United States
713-626-1919
CollegeBound 529 (separate platform)
877-615-4116
WebsiteNotify online→
Verified Jul 2026

There are two ways to keep your Invesco investment accounts out of probate: adding beneficiary designations and retitling eligible accounts into a revocable living trust. Which approach works best depends on the account type and your overall estate plan.

With 12 product types, Invesco offers a range of transfer options. Some investment accounts support Transfer on Death (TOD) designations, others can be retitled into a trust, and some require probate if no beneficiary is designated. The sections below break down each step.

Invesco ETFs (including QQQ, QQQM, RSP)Invesco Mutual Funds (direct accounts)Transfer on Death (TOD) AccountIndividual Mutual Fund AccountInvesco CollegeBound 529
1
Log in to your Invesco account at https://www.secureaccountview.com/BFWeb/clients/invesco/index
2
Open the beneficiary section for the account you want to update
3
Enter beneficiary details:
  • Full legal name, relationship, date of birth, and Social Security number
  • Primary vs. contingent designation — if you leave this blank, the Invesco custodial agreement treats the beneficiary as PRIMARY
  • Allocation percentage for each beneficiary
4
Submit and save the confirmation
5
Trust beneficiaries and Solo 401(k) designations cannot be completed online — use the paper forms below
Online Portal→

Required Documents

  • Trust name, date established, and tax ID (EIN or SSN)

Special Requirements

  • Section 4 of AIM-FRM-5 collects spousal consent for community property states. Invesco expressly states it does not verify whether an account owner is married or subject to community property rules and accepts no liability for a missing consent — confirming it is the owner's job
  • Section 5 of AIM-FRM-5 collects ERISA spousal consent
  • A beneficiary not marked primary or contingent is deemed PRIMARY under the Invesco custodial agreement (IRA-LGL-6, Article 7)
  • A trust named as beneficiary requires the trust name, trust date, and trustee name; a Solo 401(k) trust beneficiary additionally requires the Invesco Solo 401(k) Trust Beneficiary Certification Form
  • A former spouse can only inherit if the account owner re-designated them AFTER the date of divorce (IRA-FRM-29 requires proof of the post-divorce designation at claim time)
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • invesco.com

Data sourced from Invesco primary sources (15 pages reviewed). How we research.

Download these Invesco instructions

Download instructions for the whole estate→

A printable PDF with the steps, required documents, and contact details — verified against Invesco primary sources. Bring it to the branch or keep it beside the phone.

Invesco

Subsidiary of Invesco Ltd. (NYSE: IVZ)

invesco.com/us/en/Individual-investor.html→
Invesco logo

Invesco Client Services

Phone800-959-4246
Mailing Address

Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)

Outside the United States
713-626-1919
Invesco investor line
800-246-5463
Closed-end funds
800-341-2929
WebsiteLearn more→

Invesco Client Services (no dedicated estate unit — estate transactions run through Client Services and the forms library)

Phone800-959-4246
Mailing Address

Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078

WebsiteLearn more→

Invesco Client Services

Phone800-959-4246
Mailing Address

Invesco Investment Services, Inc., P.O. Box 219078, Kansas City, MO 64121-9078 (overnight: 801 Pennsylvania Ave, Suite 219078, Kansas City, MO 64105-1307)

Outside the United States
713-626-1919
CollegeBound 529 (separate platform)
877-615-4116
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Invesco accounts and other assets with trusts, beneficiary designations, and estate planning documents.

When you're ready, we're here.

A revocable living trust skips probate, stays private, and takes 15 minutes.

Get startedApp StoreGoogle Play
SimplyTrust app shown on a phone

Estate planning articles

Learn how to protect your Invesco accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Reimbursable Trustee Expenses: A Clear Overview

Reimbursable Trustee Expenses: A Clear Overview

Which trustee expenses does a trust reimburse?
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Refundable Executor Expenses: What Estates Cover

Refundable Executor Expenses: What Estates Cover

Learn which out-of-pocket costs executors recover from estates.
Estate Settlement
SimplyTrustSimplyTrust EditorialJuly 13, 2026
Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on Trusts: What We Agree and Disagree On

Dave Ramsey on trusts: any estate plan at all is a good thing. We agree about that. There's one thing we don't agree with him about on trusts, though.
Trusts
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Jean Chatzky on Estate Planning: It’s a Gift

Jean Chatzky on Estate Planning: It’s a Gift

On estate planning, Jean Chatzky's most important reframe may be the simplest one. She says estate planning isn’t about your passing, it’s about your love for family.
Estate Planning
SimplyTrustSimplyTrust EditorialJuly 6, 2026
Robert Kiyosaki on Trusts: A Structural Necessity

Robert Kiyosaki on Trusts: A Structural Necessity

According to Robert Kiyosaki, trusts are a necessity for everyone, not only the wealthy.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026
Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on Estate Planning: Start With a Living Trust

Ramit Sethi on estate planning: start with a living trust and have regular conversations with your heirs about how to manage finances when the trust becomes active.
Trusts
SimplyTrustSimplyTrust EditorialJune 30, 2026

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more
Marriage

Marriage

What married couples need in place: one joint trust or two, wills, beneficiary updates, and the spousal rights your state grants you automatically.

Learn more
New Home

New Home

How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.

Learn more
Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more