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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