Publication Date: June 2025
Form - Putnam Request for return of excess contribution
Request a return of excess contribution from your Putnam IRA or Roth IRA. Distributions from these accounts may have tax consequences. This form is not used to recharacterize contributions between a Traditional IRA and a Roth IRA. (FM350)
Client Use:
Yes
Literature Code:
RFREC-FORM
Format
PDF
