Invesco Mutual Fund Nomination Form

Register or Change Your Nominee:

This information guide outlines the process for registering or changing a nominee for your Invesco Mutual Fund investment.

What is a Nominee?

A nominee is an individual you designate to receive your mutual fund units in case of your death. Nominating someone ensures a smooth and swift transfer of your holdings to your chosen beneficiary.

How to Nominate/Change Nominee:

1. Download the Form:

   • Download Nomination Form

2. Complete the Form:

   • Clearly fill in the required details, including:

     • Your name(s) as account holder(s)
     • Folio number(s)
     • Nominee details (name, PAN number, relationship, percentage allocation)
     • Guardian details (if the nominee is a minor)

   • If opting to cancel an existing nomination, tick the relevant box and proceed with the new nominee details.

3. Submit the Form:

   • You have two options for submitting the completed form:

     • Offline: Submit the form along with a copy of the nominee's PAN and proof of your relationship (marriage certificate, birth certificate etc.) at your nearest Invesco Mutual Fund office or KFIN Tech Registrar office.
     • Online: If your online account is activated, log in and follow the specific instructions for online nomination through the Invesco Mutual Fund portal.

Additional Points:

• You can nominate up to three nominees.
• Always double-check the nominee information for accuracy before submission.
• Regularly review and update your nominee details, especially if there are any changes in your personal circumstances.
• For detailed instructions and specific requirements, refer to the latest version of the "Form for Fresh Nomination / Change of Existing Nomination/ Cancellation of Nomination" available on the Invesco Mutual Fund website.

Remember: Nominating a beneficiary is crucial for ensuring a smooth transfer of your investment in case of an unforeseen event. Take the necessary steps to secure your loved ones' financial well-being.

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• Last Updated February 27, 2024