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Role of the Corporate Trustee

Definition, description and listing of key duties performed by a Corporate Trustee.

  • Sep-16-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W6

Role of the Advanced Health Care Directive

Definition, description and listing of key duties performed by an Advanced Health Care Directive.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W8

Role of the Power of Attorney

Definition, description and listing of key duties performed by a Power of Attorney.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W7

Assessing Your Housing Needs Discussion Guide

A worksheet created to help contemplate future housing needs. This guide covers level of care, social support, neighborhood, comfort, pet and security considerations.

  • Aug-25-2020
  • Worksheet
  • public
  • PUB ID: TAPX305022-W1

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

Beneficiary Audit Worksheet

The Beneficiary Audit Worksheet is designed to help clients conduct a periodic review of their beneficiary designations to ensure they are up-to-date and accurate.

  • Sep-23-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W2

Personal Information Checklist

A document meant to centralize one's personal, financial and administrative information to be completed and organized for the benefit of one's family and/or beneficiaries.

  • Sep-21-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W1

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

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 Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.