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Publication Date: June 2025

Form - Putnam Request for Coverdell ESA distribution

Request a complete, partial, or systematic distribution from a Putnam Coverdell education savings account. (FM304)
Client Use: 
Yes
Literature Code: 
CESAD-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)