IRA Distribution Checklist - Putnam Investments
IRA Distribution Checklist - Putnam Investments
IRA Distribution Checklist - Putnam Investments
- TAGS
- checklist
- putnam
- investments
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
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