Manage an Existing Account

Online Account Access

Select one of the links below to access your account held directly with Legg Mason Funds, Legg Mason Partners Funds or Royce Funds. If your account is not held directly with one of these fund families, please consult your financial advisor for more information about your investments.

Legg Mason Funds »
Legg Mason Partners Funds »
Royce Funds

Allocations
Additional Purchase Form (PDF)
Dividend Allocation Form (PDF)
Future First Systematic Investment Plan Application (PDF)

Withdrawals
Systematic Withdrawal Form (PDF)

Transfers
Direct Transfer Form (PDF)
TransACT Form (PDF)
Transfer Authorization Form (PDF)

IRAs
Change of Beneficiary Form (PDF)
IRA Distribution Request Form (PDF)
IRS Form 5305 (PDF)
Required Minimum Distribution Request (PDF)
Retirement Plan Distribution Request Form (PDF)

Other Administrative Forms
Housholding & Paperwork Consolidation Form (PDF)
Limited Power of Attorney (PDF)
Transfer on Death (PDF)