Shareholder Services: Legg Mason Funds

Account Applications

These applications can be used for Legg Mason Funds accounts only. To open a Legg Mason Funds account you must be a United States citizen or resident, at least 18 years of age with a valid Social Security Number and have a United States street or military address.

You must also review the current prospectus for the fund(s) in which you are investing and accept the terms stated therein. The prospectus contains more complete information regarding fees and expenses. Please read it carefully before you invest or send money.

To review a prospectus for a specific product, please visit the Mutual Funds Product List and search for a specific product. Prospectuses are located on individual product pages.

To open an account, 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

Account Types:	Account Application:
Individual Joint Tenants with Rights of Survivorship UGMA / UTMA Trust	Application For Investment
Transfer on Death	Transfer on Death (TOD) Account
Business Entity Estate	Business Entity Application
Traditional IRA Roth IRA Marital IRA Minor IRA Beneficiary IRA Rollover IRA	IRA Application (Adoption Agreement) IRA Disclosure Statement and Custodial Agreement
SEP IRA	SEP IRA Application and Adoption Agreement IRA Disclosure Statement and Custodial Agreement
Coverdell Education Savings Account	ESA Application (Adoption Agreement) Coverdell Disclosure Statement and Custodial Agreement
SIMPLE IRA	SIMPLE IRA Application SIMPLE IRA Agreement SIMPLE IRA Transfer of Assets Form For Employees - Description of your Employers SIMPLE IRA Plan SIMPLE IRA Employer Kit

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.

Check here for a list of account types and the corresponding paperwork required to be submitted for each.

Review our guide to account types.
Roth vs. Traditional IRA
Is a Coverdell ESA for you?

Obtain price and performance information on all funds available through a Legg Mason Funds account.

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