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IRA Distribution Checklist - Putnam Investments

IRA Distribution Checklist - Putnam Investments

IRA Distribution Checklist - Putnam Investments

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Make an inventory of beneficiaries tohelp organize your distribution planning.As your goals and financial situation change, you should review this information with your financial advisor.<strong>IRA</strong> owner Beneficiaries Contingent beneficiariesThis worksheet does not constitute a beneficiary designation for any <strong>Putnam</strong> <strong>IRA</strong>. Please contact <strong>Putnam</strong> to changeor designate a beneficiary on your <strong>Putnam</strong> <strong>IRA</strong>.This material is for informational purposes only. It should not be considered tax advice. You should consult yourfinancial representative to determine what may be best for your individual needs.<strong>Putnam</strong> Retail Management<strong>Putnam</strong> <strong>Investments</strong> | One Post Office Square | Boston, MA 02109 | putnam.comIR666 286594 2/14

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