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Role of the Executor
Definition, description and listing of key duties performed by an Executor.
- Sep-16-2020
- Worksheet
- public
- PUB ID: TAPX016164-W4
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
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.
