Publication Date: December 2024
Form - Putnam Coverdell Education Savings Account (ESA) asset transfer authorization
Initiate a direct transfer of a current Coverdell ESA to a Putnam Coverdell ESA. If establishing a new Putnam Coverdell ESA, a completed Coverdell ESA adoption agreement must also be attached. (FM321)
Client Use:
Yes
Literature Code:
CESAT-FORM
Format
PDF
Mandatory Literature
These mandatory items will be included in the shipment of this order.
Guide - Putnam Fund Guide
A reference to select the investment(s) on Putnam forms and applications. (FM103)
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)
Putnam #9 Business Reply Envelope PO BOX 219697 Kansas City
Business reply envelope addressed to PO Box 219697 Kansas City.