Get Change Of Address Form - Putnam Investments

Changing your address with Putnam Investments is a straightforward process when done online. This guide provides step-by-step instructions to help you fill out the Change Of Address Form efficiently and accurately.

Follow the steps to complete your Change Of Address Form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by providing your account information in Section 1. Enter the name of the owner (first name, middle initial (if applicable), last name) and their Social Security or Tax Identification number.
3. If applicable, fill in the name of any joint owner, including their first name, middle initial, last name, and Social Security or Tax Identification number.
4. Proceed to Section 1A if you do not wish to update all associated accounts. Indicate this by checking the box and list the specific Putnam account numbers that should be updated to your new address.
5. In Section 2, provide your new address details, including the mailing address, city, state, and zip code.
6. Optionally, update your day and evening phone numbers if you wish. You can also check boxes to request investment stubs or a new checkwriting checkbook.
7. Enter your email address and select your preferences for electronic delivery of account documents. Indicate which types of documents you would like to receive electronically.
8. In Section 3, acknowledge the eDelivery Terms and Conditions as you consent to the electronic delivery of selected documents.
9. Sign the form in the designated areas for both the owner and joint owner (if applicable), and print your names and dates next to the signatures.
10. If necessary, provide an SVP stamp if your account is restricted and the combined value of your accounts is $25,000 or more.
11. Once all fields are completed, save your changes, download, print, or share the form as needed.

Complete your Change Of Address Form online today and ensure your information is up-to-date with Putnam Investments.