IRA Beneficiary distribution form
Use this form to transfer and/or distribute assets from a Putnam Traditional IRA, Rollover IRA, Roth IRA, Roth Conversion, SEP IRA, SARSEP IRA, SIMPLE IRA or Beneficiary IRA due to the death of the owner. This form is not intended for IRA registrations where Putnam Fiduciary Trust Company, LLC (“PFTC”) is not the trustee of the plan. If
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