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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
Multi-Fund Guide - QS Asset Allocation Funds
A guide to the QS Legg Mason Defensive Growth Fund, QS Legg Mason Conservative Growth Fund, QS Legg Mason Moderate Growth Fund, and QS Legg Mason Growth Fund, four professionally managed funds can provide a portfolio with the appropriate mix of risk and potential reward for specific investment profiles.
- Oct-22-2020
- Multi-Fund Guide
- public
- PUB ID: QSIN117252
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.
- May-12-2020
- Worksheet
- public
- PUB ID: TAPX305022-W2
The Hidden Costs of Aging Client Presentation
The important conversation you need to have about future care and housing expenses. An overview of age-related care and housing options, providing an excellent starting point for understanding this important subject and for initiating a plan with family and your financial professional.
- May-18-2020
- Presentation
- public
- PUB ID: TAPX589174
The Hidden Costs of Aging Client Presentation ML
The important conversation you need to have about future care and housing expenses. An overview of age-related care and housing options, providing an excellent starting point for understanding this important subject and for initiating a plan with family and your financial professional.
- May-18-2020
- Presentation
- public
- PUB ID: TAPX589177
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.
