Skip to content

Publication Date: October 2025

Form - Putnam On-demand and systematic investment/exchange plan application

Invest from a bank account into a new or existing Putnam account, using the systematic purchase option or on-demand ACH via phone or web; or to establish a systematic exchange for an existing account. (FM504)
Client Use: 
Yes
Literature Code: 
SIE-APP
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.