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Publication Date: January 2025

Corporate Traditional or Roth IRA adoption agreement

Use this form to establish payroll contributions to a new Traditional or Roth IRA Adoption agreement account. Submit a copy of this form to your employer to begin deductions. (FM340)
Literature Code: 
CIRAA-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.