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Publication Date: February 2026

Form - Putnam Retirement Account Required Minimum Distribution Request (FM303A)

Use this form to request Putnam to calculate and distribute your required minimum distribution each year from your Traditional IRA, IRA Rollover, SEP, SARSEP, SIMPLE IRA Account(s). (FM303A) Important: This form should not be used for (1) retirement plans held through another trustee/custodian or (2) Putnam beneficiary retirement accounts or designated recipient accounts.
Client Use: 
Yes
Literature Code: 
RRMDR-FORM
Format 
PDF