Skip to content

Publication Date: January 2025

Form - Putnam Asset Transfer/Direct Rollover Authorization Form

Use this form to initiate an asset transfer or direct rollover of your current IRA or Qualified Retirement Plan to a Putnam IRA. (IR771)
Literature Code: 
ATDRA-FORM
Format 
PDF

Mandatory Literature

These mandatory items will be included in the shipment of this order.

Guide - Putnam Fund Guide

A reference to select the investment(s) on Putnam forms and applications. (FM103)

Putnam #9 Business Reply Envelope PO BOX 219697 Kansas City

Business reply envelope addressed to PO Box 219697 Kansas City.