Publication Date: January 2025
Form - Putnam TOD Beneficiary claim form
Use this form to request a transfer from a Putnam Transfer on Death (TOD) account due to the death of all owners listed in the registration. Important: When the TOD beneficiary is an organization you must complete a Nonretirement account transfer request form along with a Putnam mutual fund account application for legal entities (including the Certification of beneficial owners for new accounts) in lieu of this form. (FM532)
Literature Code:
TODBC-FORM
Format
PDF
