Tools & Resources

Forms Library

Access commonly requested forms below. Do you need something else? Contact us.


Investor Handbook and Application

Read the Franklin Templeton 529 College Savings Plan Investor Handbook, which contains information about plan investments, goals, risks, charges and expenses, and other information you should consider carefully before investing. Please note the application is located at the end of the Handbook.

Download       Complete Online  




Account Revision Form

Make a change to account. Download the Account Revision Form to make changes to the Franklin Templeton 529 College Savings Plan account, including a change of beneficiary or investment direction.



Download




Automatic Investment Plan Application

Start an Automatic Investment Plan. Use this form to start an automatic monthly, quarterly or annual contribution to the Franklin Templeton 529 College Savings Plan account.*

Download

*If the account owner has banking information included in their account, they can set up an automatic investment plan on franklintempleton.com. If they do not have banking information set up on their account, they can call customer service at (800) DIAL BEN® / (800) 342-5236 to process that information over the phone, as well as help establish their new automatic investment plan.




Workplace Investor Handbook and Application

Read the Workplace 529 Program Investor Handbook, which contains information about plan investments, goals, risks, changes and expenses, and other information you should consider carefully before investing. Please note the Workplace application is located at the end of the Handbook.

Download




Franklin Templeton 529 Payroll Deduction Form

Start automatic deductions from a paycheck to a FT529 portfolio.

Download




Workplace Broker Dealer Revision Form

Use when revising an existing 529 Plan to a Workplace 529 Plan, with new advisor.

Download




Gift Contribution Form

Give the gift that lasts a lifetime…a college education. Download the Gift Contribution Form – great for any occasion!




Download




Withdrawal Form

After the account owner logs into their account, they can request a withdrawal online.

Or use this form to request a withdrawal from their Franklin Templeton 529 College Savings Plan account.


Download




NJBEST Scholarship

Exclusive to New Jersey residents, Franklin Templeton 529 College Savings Plan offers a scholarship, up to $3,000, rewarding students who pursue higher education in New Jersey. The participant must make a withdrawal for qualified educational expenses, meet minimum contribution thresholds and have been a participant in the plan for at least four years to qualify.1

Please access the Investor Handbook or visit HESAA's dedicated page for more information. Contact the New Jersey Higher Education Student Assistance Authority (HESAA) at 609-584-4480 with inquiries or issues.




Rollover/Transfer Funds from Another Account

Use this form to request a rollover or transfer from another account to a Franklin Templeton 529 College Savings Plan account.




Download

Spryng

Help Make Saving for Education Easier for Your Clients

As of 5/15/2020

7,770

Spryng profiles created

 

$298,000,000

in savings goals established with Spryng

How does Spryng work?

Two minutes to set up. A lifetime of benefits.

Step 1: Create

Create a Spryng profile by entering information about your beneficiary.

Step 2: Publish

After the Spryng profile is complete, publish the page.

Step 3: Share

Once published, share the Spryng profile with friends and family.

What can Spryng be used for?

Create Multiple, Event-Specific, Fundraising Goals.




With thousands of Spryng profiles created, people have found many opportunities to use their Spryng profile. And now Spryng allows you to create multiple, event-specific, fundraising goals to share with family and friends.

Spryng is perfect for...

No matter the occasion, Spryng can be used to encourage family and friends to give the gift of education.

Birthdays

Everyone loves birthday presents! However, instead of another stuffed animal, video game, or gift card that you forget to use, wouldn’t gifting education be better? Families frequently share their child’s Spryng profile as an easy way for family and friends to give the gift of education.

Graduation

Kids graduate several times before college – preschool, kindergarten, elementary school, middle school. Grandparents, aunts and uncles, friends will all be more than happy to contribute to education savings especially at a time when they are commemorating a school achievement. Why not celebrate by encouraging more education?

Holidays

“I don’t know what to get?!” or “What does Molly want this year?” Over the holidays, these are common sayings. With Spryng, you have an answer. By setting up a Spryng profile, it is easy for family members to give something that will last a lifetime – the gift of education.

As a Helping Hand

Many of us have friends or family who have experienced tough times. With the weight of overcoming these challenges, picking up the pieces and getting back on their feet, saving for education is not their first thought. Spryng has been used by families, friends and communities to help others save for college during challenging times.

COMPREHENSIVE College Planning Calculator

Investing for a college education takes a long-term plan with clear objectives. Our College Planning Calculator helps your clients compare different approaches by taking into consideration scholarships, grants, loans and your personal savings.

Use the calculator to compare various approaches that may reduce student loan payments in the future.

Important. This calculator is provided for educational purposes only and is not meant as legal, tax, estate planning or investment advice. You should review your overall tax plan with a tax professional. The results of these calculations are estimates based solely on user input and the assumptions of the calculator program. All examples are hypothetical and intended for illustrative purposes only. Investment results do not represent the future performance of any Franklin Templeton funds or 529 college investment plan.

 

OTHER Tools

Financial Aid Calculator

Use the financial aid calculator tool to help estimate your child’s Expected Family Contribution (EFC) before completing the FAFSA.

Please note that this calculator only provides directional information. You should complete the FAFSA for actual calculations.


College Search Tool

Help your clients narrow down colleges using college search tool – search by net price, selectivity, setting, graduation rate and more.


Scholarship Search Tool

There are many scholarship opportunities available – use the scholarship search tool to help uncover potential additional sources of college funding.