Shareholder Services: Legg Mason Funds

Legg Mason Funds Account Access

Our online account access services gives you the flexibility to view your account activity at any time and includes other useful features to help you conveniently manage your account such as:

Purchasing, exchanging, or redeeming fund shares
Select to view your statements online only rather than receive them by mail
Changing your account address

If your account is held through one of our valued distribution partners, please consult your financial advisor for more information about your account access.

Forms & Literature

These forms can be used to manage your Legg Mason Funds Investor Services accounts only.

Print and mail the appropriate document to:

U.S. Postal Service
Legg Mason Funds
c/o BFDS
P.O. Box 55214
Boston, MA 02205-8504

Overnight Carrier Address
Legg Mason Funds
c/o BFDS
30 Dan Road
Canton, MA 02021-2809
800-822-5544

PLEASE NOTE: On 3/18/2009 we enhanced our online account access service. We now require all shareowners to establish a User ID and Password.

Do not have a User ID and Password?

Already created a User ID and Password?

Visit our Open Account page for new account applications.

Administrative Forms
Additional Purchase	To add additional money to your existing accounts.
Account Maintenance Form	Change the following on your account: Address Bank Account Instructions Dividend/Capital Gain Distribution Options Add/Change a Systematic Investment Plan Add/Change a Systematic Withdrawal Plan Add/Change Telephone Transaction Services
Limited Power of Attorney	To appoint an individual as your lawful agent to act on your behalf.
Transfer on Death Form	To designate beneficiaries (or to change a previously made designation) for your individual or joint tenant with rights of survivorship account.
Coverdell ESA Distribution Request	To request a distribution from your account.
Transfer Requests
Direct Transfer	To transfer assets currently held at another financial institution to a Legg Mason Funds Investor Services account.
Change of Ownership	To transfer assets between Legg Mason Fund accounts. Please note: Additional paperwork may be required to change ownership of an existing account. Click here for our Change of Ownership Guide.
Retirement Account-Specific Forms
IRA Distribution Request	To request a distribution from your account.
Required Minimum Distribution Request	To request a Required Minimum Distribution from your account.
Retirement Plan Distribution Request	To request a distribution from your Legg Mason Funds Retirement Plan account.
IRS Form 5305	Requirement when establishing a new SEP IRA.
Beneficiary Change	To name or change your existing account's beneficiaries.

This Online Account Access system can be used by investors whose accounts are held at Legg Mason Funds (if you receive your account statement from Legg Mason Funds).

In an effort to ensure the privacy and security of your account, we have recently made a change to our login process. SSN/Password and Account Number/Password login methods will no longer be accepted.

If accessing your account for the first time with a User ID and Password:

You will need your SSN/TIN and Account Number.
Select [Create User ID & Password]

To speak with an investment professional regarding any of our Legg Mason Funds or your account specifically, please call Legg Mason Funds Investor Services at 800-822-5544, Monday through Friday, 8:00 AM -5:30 PM (ET). Or send us an e-mail. Please be advised that financial transactions cannot be handled by e-mail.

Visit our Tax Center for the latest information on distributions. 2008 Legg Mason Funds Tax Guide

You can also view the latest information on distributions by visiting each fund's Overview Page. You can find your fund by using this filter tool.

Obtain daily price and performance information.

Legg Mason Investor Services, LLC, is a subsidiary of Legg Mason, Inc.