Forms and applications
Send by regular mail
P.O. Box 219697
Kansas City, MO 64121-9697
Send by overnight mail
430 W. 7th Street
Kansas City, MO 64105-1407
- Account management
- Putnam 529 for America
- 403(b) Plan
- Coverdell ESA
|Add or change bank account information
|Use this form to authorize telephone purchase or redemption instructions via electronic funds transfer between Putnam and your bank account. You may also use this form to update your bank information for any existing account options. Important: Options are limited/unavailable for certain registration types. Please review the restrictions listed within the form and contact Putnam Investments with any questions.
|Systematic investment/exchange plan application
|Invest from your bank account into a new or existing Putnam account, utilizing the Systematic Purchase Plan or On-demand Automatic Clearing House via phone or web.
|Change of Address Form
|Complete this form to change your address.
|Financial intermediary change request
|Change the financial representative information on your Putnam account(s).
|Letter of Intention to Purchase
|Establish a letter of intent (LOI) to obtain a reduced sales charge for your Putnam Mutual Fund Accounts. (The form was previously referred to as "Statement of Intention.")
|Name Change Authorization Form
|Authorize a name change for an existing Putnam account.
|Putnam Fund Guide
|Use this guide as a reference to select your investment(s) on Putnam forms and applications.
|Reinvest shares into any open or eligible fund within 90 days, without incurring any sales charge.
|Distribution Payment Options Authorization (Dividends and Capital Gains)
|Change your distribution payment option on your Putnam account for dividends and capital gains.
|Request for Third-Party Statements and Confirmations
|Establish additional mailing addresses for duplicate statements and/or confirmations.
|Signature authentication guidelines (Notary)
|Explanation of the different authentications that may be required to process a transaction (Notary, SVP, Signature Guarantee, and Medallion Guarantee).
|Signature authentication guidelines (Signature Guarantee/Medallion Guarantee)
|Explanation of the different authentications that may be required to process a transaction (Signature Guarantee and Medallion Guarantee).
|Signature authentication guidelines (Signature Validation Program stamp)
|Explanation of the different authentications that may be required to process a transaction (SVP, Signature Guarantee, and Medallion Guarantee).
|Substitution W9 Form
|Substitute Form W-9 Request for Taxpayer Identification Number and Certification