The online loan application provides the following categories of non-liquid assets: Cash Deposit on Sales, Net Worth of Business, and Other Non-Liquid Asset.
For loan casefiles underwritten with DU, DU will determine the reserve requirements based on the overall risk assessment of the loan casefile and the minimum reserves that may be required for the transaction.
Beneficiary Designation Form AIM-FRM-5 Updated: 05/19 Use this form to designate or modify the beneficiary(ies) on your Invesco IRA (including Traditional, Roth, Sep, SARSEP and SIMPLE), 403(b) or Optional Retirement Program (ORP) account or an account with transfer on death (TOD) registration. Online maintenance forms are available by accessing your account and selecting the investment you wish to modify.
If you have a minor beneficiary and your Will does not address what should happen with his or her inheritance, it may be a good time to set up an appointment to review and update your document.When drafting a Will for a client who has minor children and grandchildren, it is important to consider when the client would want the minor beneficiary to receive an inheritance.While this is a personal decision and can vary depending on the maturity level presently exhibited by the prospective minor beneficiary, it is sometimes difficult to predict what even a mature minor may do in a situation of receiving a “windfall” in the form of an inheritance.Power of Attorney Authorization Form for Person(s) Unable to Act AIM-FRM-60 Updated: 09/17 Use this form to appoint an Attorney-in-Fact when the account owner(s) is/are unable to act and cannot complete the Invesco Power of Attorney Authorization Form. Please note: Available options through Vision are determined by your dealer.Please contact your home office to get additional functionality approved. Box 219078 Kansas City, Missouri 64121-9078 Overnight mail Invesco Investment Services, Inc.