Get 8478829100

Filling out the 8478829100 form online is a straightforward process that helps you establish an account with Putnam Investments. This guide provides step-by-step instructions tailored to ensure an efficient and effective completion of the form.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to retrieve the form and open it in the online editor. This will allow you to begin filling out the necessary information.
2. Select your registration type. In Section 1, choose from individual, joint tenants with rights of survivorship, tenants in common, or community property. Ensure you complete only one subsection here.
3. Fill in the personal details in Section 1A, including the name, social security number, and date of birth of the account owner and any joint owners. Make sure to provide accurate and current information.
4. If applicable, complete Section 1B for custodial or fiduciary registrations, providing the required details for the custodian or guardian and the minor or beneficial owner.
5. For trust or estate registrations, provide the trust or estate name and details of the trustee(s) in Section 1C, ensuring you follow the requirements outlined in the guide.
6. In Section 2, provide your mailing and primary residential address. It's essential to ensure this contact information is current to receive all communications from Putnam.
7. If there are additional account owners, co-trustees, or authorized signers, complete the information in Section 3 to include this detail accurately.
8. In Section 4, provide your financial advisor's information, including their contact details and registration numbers if applicable.
9. Indicate how you plan to fund your account in Section 5. Select from options like enclosing a check or initiating a debit from your bank account.
10. Choose your investment funds in Section 6. Use the Putnam Fund Guide to select funds, entering the fund names and corresponding amounts for your investments.
11. In Section 7, select optional account features including bank information for ACH transactions, systematic investment plans, and cost basis methods.
12. Complete Section 8 by authorizing Putnam to open your account, which includes signing and dating the application. Ensure that all signatures match the names provided in earlier sections.
13. Once you have filled out all required sections, review your form for accuracy. After ensuring everything is correct, save changes, download the completed document, or print it for submission.

Start completing your 8478829100 form online today for a seamless application process.