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Phone

If you need to contact us by phone, wait times are generally shorter Wednesday through Friday after 1 pm PT/4 pm ET

Account and Fund Information

- Franklin Templeton Funds1  (800) 632-2301
- Royce Funds (800) 841-1180
- Western Asset Liquidity Funds (800) 625-4554
- Putnam Investments (800) 225-1581

Small Business Retirement Plans

- FTIOS SIMPLE IRA and SEP IRA Plans (800) 527-2020
- FTIOS 403(b) Plans:
  Shareholders (877) 219-1229
  Plan Sponsors (267) 534-2523
- Putnam Investments (800) 662-0019

529 College Savings Plans

- Franklin Templeton 529 (866) 362-1597
- NJBEST  (877) 465-2378
- Putnam 529 for America (877) 788-6265

Closed-End, Tender Offer and Interval Funds

- Franklin Templeton Closed-End Funds (800) 416-5585 
- Clarion Partners Real Estate Income Fund, Inc (844) 534-4627
- Royce Closed-End Funds (800) 426-5523
- BrandywineGLOBAL, ClearBridge, Western Asset and
  other Closed-End Funds2 (888) 888-0151
- Franklin BSP Private Credit Fund (833) 260-3565

Website Support

(877) 236-7932

Mail

Franklin Templeton Funds1

Regular Mail
Franklin Templeton
P.O. Box 33030
St. Petersburg, FL 33733-8030

Overnight Mail
Franklin Templeton
100 Fountain Parkway N.
St. Petersburg, FL 33716-1205

Franklin Templeton Small Business Retirement Plan Services

FTIOS SIMPLE IRA and SEP IRA Plans

Regular Mail
P.O. Box 33033
St. Petersburg, FL 33733-8033

 

FTIOS 403(b) Retirement Plans
c/o Aspire Financial Services
3000 Chestnut St.
Unit 7528
Philadelphia, PA 19101

 

Overnight Mail
100 Fountain Parkway N.
St. Petersburg, FL 33716-1205

 

Franklin Templeton 529 Plan

Regular Mail
Franklin Templeton 529 College Savings Plan
P.O. BOX 55961
Boston, MA 02205
 

Overnight Mail
Franklin Templeton 529 College Savings Plan
95 Wells Ave 
Suite 160
Newton, MA 02459
 

Western Asset Liquidity Funds

Regular Mail
BNY Mellon
Attn: Western Asset Money Market Funds
P.O. Box 534447
Pittsburgh, PA 15253-4447

Overnight Mail
BNY Mellon
Attn: 534447
500 Ross Street, 154-0520
Pittsburgh, PA 15262

Royce Funds

The Royce Funds
c/o DST Asset Manager Solutions, Inc
P.O. Box 219012
Kansas City, MO 64121-9012

Overnight Mail
The Royce Funds
c/o DST Asset Manager Solutions, Inc.
330 West 9th Street, 4th Floor
Kansas City, MO 64105

Putnam Investments

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

Return by overnight delivery:
Putnam Investments
801 Pennsylvania Ave
Suite 219697
Kansas City, MO 64105-1307

Online

  • If your inquiry is regarding Franklin Templeton 529, please call Ascensus at 866-362-1597
  • If your inquiry is regarding NJBEST 529, please call Ascensus at 877-465-2378
  • If your inquiry is regarding Franklin Templeton (FTIOS) 403(b), please call PCS Aspire at 877-219-1229

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