Transcription of Request for required minimum distribution (RMD)
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Request for required minimum distribution (RMD)
FM303 01/19 1 of 4 Return by mail:Putnam InvestmentsPO Box 219697 Kansas City, MO 64121-9697 Return by express delivery:Putnam Investments430 W 7th Street Suite 219697 Kansas City, MO 64105-1407 For more information: Putnam Investments this form to Request a systematic required minimum distribution (RMD) each year from your Putnam Retirement Plan(s). Distributions from these accounts have tax consequences. Consult your tax advisor if you have any questions. A signature is required in Section 8 for all requests. Additionally, for 401(k), Profit Sharing and Money Purchase Plan accounts, your employer must also sign and obtain a signature guarantee/medallion guarantee stamp in Section 9. Failure to properly authorize RMD payments will cause delays in processing that may result in tax penalties. Note: Please review your account at to ensure that your beneficiary designations are current.
FM303 11/17 2 of 4 Section 4 Systematic distribution schedule Please indicate a date and frequency for systematic distributions. If the systematic distribution date falls on a weekend or a holiday, the distribution …
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