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Publication Date: June 2026

Form - Putnam IRA Beneficiary distribution form for a spouse beneficiary

Request a transfer and/or distribution from a Putnam IRA inherited from a deceased account owner to a spouse beneficiary. Do not use this form to request a transfer/and or distribution from a Putnam Beneficiary IRA Inherited from a decease account owner (FM313S). If you need assistance accessing this content, please reach out to your financial professional or send an email to [email protected]
Client Use: 
Yes
Literature Code: 
IRASD-FORM
Format 
PDF