Publication Date: August 2025
Form - Putnam IRA Designation of beneficiary
Designate one or multiple beneficiaries for a Putnam Traditional IRA, rollover IRA, Roth IRA, Roth conversion IRA, SEP IRA, SARSEP, or SIMPLE IRA. (FM305)
Literature Code:
DESBE-FORM
Format
PDF
Mandatory Literature
These mandatory items will be included in the shipment of this order.
Form - Putnam Signature authentication guidelines (Notary)
Explanation of the different authentications that may be required to process a transaction (Notary, SVP, Signature Guarantee, and Medallion Guarantee). (FM523A)