This section provides you with the most frequently requested forms necessary to make changes to your account. Not all forms may be applicable to your account.
InvenTrust Properties Corp. Company Specific Forms
Address Change Request Form | View form | |
Application for Transfer for Required Minimum Distributions (RMD) | View form | |
Change of Distribution Election Form | View form | |
Electronic Delivery Instructions | View form | |
Financial Advisor / Financial Institution Account Maintenance Form | View form | |
Secondary Market - Transfer Request Form - Non-US General | View form | |
Secondary Market - Transfer Request Form - Non-US Deceased | View form | |
Secondary Market - Transfer Request Form - US Deceased | View form | |
Secondary Market - Transfer Request Form - US General | View form | |
Transfer Request Form - Non-US Deceased | View form | |
Transfer Request Form - Non-US General | View form | |
Transfer Request Form - US Deceased | View form | |
Transfer Request Form - US General | View form | |
back to top |
Tax Forms & Letters
W-8BEN - Certificate of Foreign Status of Beneficial Owner | View form | |
W-8BEN - Instruction Letter | View form | |
W8-BEN-E - Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities) | View form | |
W8-BEN-E - Instruction Letter | View form | |
W-9 - Request for Taxpayer Identification and Certification | View form | |
back to top |
You will need Adobe Acrobat ReaderTM in order to view these forms. If you do not have it, you can download the software from the Adobe website.