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Publication Date: February 2026

Form - Putnam Beneficiary Retirement Account Required Minimum Distribution Request (FM303B)

Use this form to request Putnam to calculate and distribute your required minimum distribution each year from your Putnam beneficiary retirement plan(s) for which Putnam Fiduciary Trust Company, LLC, (PFTC, LLC) acts as directed trustee/custodian. (FM303B)
Client Use: 
Yes
Literature Code: 
BRMDR-FORM
Format 
PDF

Mandatory Literature

These mandatory items will be included in the shipment of this order.

Form - Putnam 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). (FM523C)