Fillable forms and applications

Putnam offers a variety of fillable pdf forms for use with our products. To request an application by mail, please call Putnam at 1-800-354-KITS.

Send by regular mail
Putnam Investor Services, Inc.
P.O. Box 8383
Boston, MA 02266-8383

Send by overnight mail
Putnam Investor Services, Inc.
30 Dan Road
Canton, MA 02021

  • Account management
  • Non-Retirement
  • IRAs
  • Putnam 529 for America
  • 403(b)
  • MPP/PRO
  • Coverdell ESA
Form Type
Automatically rebalanced portfolio application Maintenance
Systematic Investment and Systematic Exchange Application Maintenance
Change of Address Form Maintenance
Change of Financial Advisor Maintenance
Letter of Intention to Purchase Maintenance
Name Change Authorization Form Maintenance
Net Asset Value (NAV) Certification Statement Maintenance
Reinstatement Certificate Investment
Distribution Payment Options Authorization (Dividends and Capital Gains) Maintenance
Request for Third-Party Statements and Confirmations Maintenance
Telephone Redemption Authorization Form Maintenance
Substitution W9 Form Maintenance