529 Rollover/Transfer Request Form
Use this form to request a rollover or transfer from another Section 529 program, ESA, Series EE or I Savings Bond, UGMA/UTMA or other investment to a Franklin Templeton 529 College Savings Plan Account.
Literature Code: 529-FROLL
Format: PDF (748k)Publication Date: 11/14 Next Update: 11/15
View, print or downloadPDF(748k)
Add items to your cart
Additional Required Material
These items will be added to your cart for regulatory purposes.
- 529 Investor Handbook
For US residents only.