Publication Date: December 2024
Form - Putnam Self-Certification for late rollover contribution
Used when accepting a rollover contribution more than 6 days after the IRA owner received the initial distribution. The form allows the IRA owner to self-certify the reason(s) he/she was unable to complete the rollover within 6 days of receipt of the distribution. (FM524)
Client Use:
Yes
Literature Code:
SCLRC-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)
Putnam #9 Business Reply Envelope PO BOX 219697 Kansas City
Business reply envelope addressed to PO Box 219697 Kansas City.