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Skilled Nursing Facilities Worksheet

This worksheet provides a summary of the type of serves offered at these facilities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

Continuing Care Retirement Communities Worksheet

This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

Assisted Living Facilities Worksheet

This worksheet provides a summary of the type of serves offered at these facilities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

Evaluating Adult Day Services Worksheet

This resource describes the types of centers and services for individuals who are aging at home but require some support or health care, as well as guidance on selecting a specific center.

  • Apr-14-2021
  • Worksheet
  • public

Legg Mason Recharacterization Request - External

Recharacterize a contribution or conversion contribution from another institution to a Legg Mason Funds IRA

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016684

Legg Mason Limited Power of Attorney Form

Appoint an individual as your lawful agent to act on your behalf

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: FIS-010

Legg Mason Spouse Beneficiary IRA Inheritance Request

Request a distribution if you are the spousal beneficiary of an IRA

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016693

Legg Mason Change of Ownership Form

Transfer assets between Legg Mason Fund accounts. Please note: Additional paperwork may be required to change ownership of an existing account.

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMF210

Legg Mason Non-Spouse, Trust, Estate, or Entity Beneficiary IRA Inheritance Request Form

Request a distribution from an inherited IRA if you are a non-spouse, trust or estate beneficiary

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016691

Legg Mason Letter of Intent Form

Take advantage of breakpoints in Class A funds.

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: FXX010639

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Sales Desk 1-800-822-5544 or your sales contact for more information.