How do I update an address?

You can update your account address online, by mail, or by phone:

    • Log in to your account at putnam.com/individual
    • Select "Address change" in the left-hand nav then select the desired registration. Update address, select continue and then choose either "Keep entered" or "Accept address" under preferred address.
    • Mail this form
    • Call 1-800-225-1581
      Monday-Friday
      8:00 a.m. — 8:00 p.m.
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How do I obtain a copy of my tax forms?

Tax forms are mailed by January 31 and should arrive within the first two weeks of February. You will be able to view/print your tax form online in advance of receiving it in the mail.

Please verify that your mailing address reflects accurately on your Putnam registration and that your paper suppression settings reflect your current wishes.

To access your tax form(s) online:

  1. Enter your User ID and Password on the Individual Investors site and click the "Login" button.
  2. Click on the "Putnam Accounts" link.
  3. From the left-hand menu, select "Tax information" and choose the document you want to view or download. Use the dropdown menu to select historical tax forms, if available.

For a guide of your tax form or additional tax-related frequently asked questions, please refer to Putnam's Tax Center: https://www.putnam.com/individual/tax-center/.

There can be several reasons why a tax form would not be generated for a given tax year:

1099-B: Redemptions and exchanges from money market funds are not reported on Form 1099-B. There is no gain or loss to report on these funds as the share price generally does not change from $1.00 per share.

1099-R: This form will not be generated unless a taxable distribution is taken from a retirement account. Exchanges within a retirement registration or a Transfer of Assets to another retirement plan are not considered taxable distributions and will not result in the generation of a 1099-R tax form.

1099-DIV: Putnam does not generate 1099-DIV tax forms for accounts that received less than $10.00 in total dividends for the tax year.

5498: This form will not be generated for an Investment into a nonretirement account or for a transfer of assets into a retirement account.

Paper suppression settings: Please review your Mailing options to verify whether your tax forms have been suppressed. If you do not wish to have your tax forms suppressed for future years, kindly update your Mailing options.

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How do I obtain a copy of my statement?

Statements are generated at the end of each quarter (March, June, September, December) and mailed during the first two weeks of the following month. Mail generally takes 5–7 business days to arrive.

You will be able to view/print your statement online in advance of receiving it in the mail. If you do not receive a statement, please verify that your mailing address reflects accurately on your Putnam registration and that your paper suppression settings reflect your current wishes.

To access your statement(s) online:

  1. Enter your User ID and Password on the Individual Investors site and click the "Login" button.
  2. Click on the "Putnam Accounts" link.
  3. From the left-hand menu, select "Confirmations and statements" and choose the document you want to view or download.

Paper suppression settings: Please review your Mailing options to verify whether your tax forms have been suppressed. If you do not wish to have your tax forms suppressed for future years, kindly update your Mailing options.

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Contacting us by phone

Available Monday–Friday, excluding market holidays. Times noted are Eastern Time.

Customer service

Toll-free in the U.S.

1-800-225-1581

Monday–Friday: 8:00 a.m. – 8:00 p.m.


International callers

+1-978-974-1040

Monday–Friday: 8:00 a.m. – 8:00 p.m.

For those with a hearing impairment, please contact us at the numbers above via a relay service.

Putnam 529 for America

1-877 -PUTNAM529

Monday–Friday: 8:30 a.m. – 7:00 p.m.


Retirement savings (IRA, small business solutions, 403(b) plans)

1-800-662-0019

Monday–Friday: 8:30 a.m. – 7:00 p.m.


Putnam Capital Manager

1-800-521-0538

Monday–Friday: 8:30 a.m. – 6:00 p.m.


Putnam Allstate Advisor

1-800-390-1277

Monday–Friday: 8:30 a.m. – 6:00 p.m.

Password resets and website support

1-888-478-8626

Monday–Friday: 8:00 a.m. – 8:00 p.m.


Non-mutual fund shareholder inquiries

1-617-292-1000


Media inquiries

1-617-760-7529

Mailing addresses

Please use for account inquiries, transactions, and additional investments

Standard delivery:
Putnam Investments
P.O. Box 219697
Kansas City, MO 64121-9697

Overnight packages:
Putnam Investments
430 W. 7th Street
Suite 219697
Kansas City, MO 64105-1407