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Legg Mason Letter of Intent Form

Take advantage of breakpoints in Class A funds.

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

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 Direct Transfer Form

Transfer assets currently held at another financial institution to a Legg Mason Direct Fund account serviced by Legg Mason Investor Services.

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX01348

Legg Mason Inherited IRA Distribution Request Form

Request a distribution from an inherited IRA

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016685

Home Safety Assessment Checklist

A resource to help assess home safety now and and if needs change in the future.

  • Apr-14-2021
  • Worksheet
  • public
  • PUB ID: TAPX305022-W2

Legg Mason Account Maintenance Form

Make changes to your account, including address, dividend/cap gain distribution options, systematic investment plan, systematic withdrawal plan or telephone transaction services

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX011447

Legg Mason 403(b) Request for Distributions Form

Request a distribution from your 403(b) account

  • Aug-03-2021
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016694

WIA, WIW Enhanced Investment Strategies and Share Repurchase Programs

Fund Announcement for WIA, WIW enhanced investment strategies and authorization of share repurchase programs

  • Mar-02-2016
  • Fund Announcement
  • public

Press Release - CPREIF Announces Results of Tender Offer - Apr 15, 2021

– Clarion Partners Real Estate Income Fund Inc. (“CPREIF” or the “Fund”) announced today the results of its issuer tender offer for up to 5.0% of the Fund’s aggregate net asset value (“NAV”), or $3.26 million, at a price per share equal to the net asset value per share of each class of common stock (a “Share”), as of April 15, 2021, the date on which the tender offer expired (the “Expiration Date”).

  • Apr-19-2021
  • Reprint
  • public

Press Release - CPREIF Announces Results of Tender Offer - July 19, 2021

Clarion Partners Real Estate Income Fund Inc. (“CPREIF” or the “Fund”) announced today the results of its issuer tender offer for up to 5.0% of the Fund’s aggregate net asset value (“NAV”), or $3.26 million, at a price per share equal to the net asset value per share of each class of common stock (a “Share”), as of July 15, 2021.

  • Jul-27-2021
  • Reprint
  • public

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.