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Roth IRA conversion authorization for existing Putnam IRAs Return by mail: Putnam Investor Services, Inc. P. O. Box 8383 Boston, MA 02266-8383 C Return by express delivery: Putnam Investor Services,
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Putnam asset transferdirect rollover is a method of moving funds from one retirement account to another without triggering a taxable event.
Individuals who wish to transfer funds from one retirement account to another are required to file a putnam asset transferdirect rollover form.
To fill out a putnam asset transferdirect rollover form, individuals must provide information about the sending and receiving accounts, as well as their personal information.
The purpose of putnam asset transferdirect rollover is to allow individuals to move funds between retirement accounts without incurring taxes.
Information such as account numbers, account holders' names, and the amount being transferred must be reported on a putnam asset transferdirect rollover form.
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