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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

Legg Mason Required Minimum Distribution Election Form

Request a Required Minimum Distribution from your account

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMF011031

Legg Mason Beneficiary Designation Form

To designate beneficiaries (or to change a previously made designation) for your individual or joint tenant with rights of survivorship account.

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX011081

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

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016694

Preparing for the Future - Your Records and Roles Organizer

Designed to help clients centralize the important information they need for their family and/or loved ones. Covers everything from finances to health care, and could serve as a key resource in the case of an emergency, major life event, illness or death.

  • Sep-10-2020
  • Worksheet
  • 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 Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.