Publication Date: February 2026
Form - Putnam IRA Beneficiary distribution
Request a transfer and/or distribution from (1) a Putnam IRA inherited from a deceased account owner to a non-spouse beneficiary or (2) a Putnam Beneficiary IRA inherited from a deceased account owner to any type of beneficiary. (FM313N)
Literature Code:
IRABD-FORM
Format
PDF
Mandatory Literature
These mandatory items will be included in the shipment of this order.
Form - Putnam Signature authentication guidelines (Signature Guarantee / Medallion Guarantee)
Explanation of the different authentications that may be required to process a transaction (Signature Guarantee and Medallion Guarantee). (FM523C)