Your brokerage account statement is the official document for complete information pertaining to your account's value, holdings, and activity. Please complete the attached Putnam mutual fund account application to establish one of the registration types below.For additional information or assistance completing any form, please contact a Trust representative at 1-877-GO-MILAF or 1-717-724-4999. Item 1: Fill in your name and title. Fill in the Account Period. Explore ways to manage your account with how-to guides on making contributions, withdrawals and other important actions. Please read and complete the Gift Transfer of Shares Form to gift shares from your mutual fund account to a charity. Web site to view your current account statement—for the time period you select. By signing the filled-out form, you:. New Account Application.