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FT ERISA Covered 403(b) Plan Application

Use this form to establish an ERISA 403(b) Plan account. Employers and TPAs: An eContributions Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts.

Literature Code: R403B-XAPPE

Format: PDF (644k)

Publication Date: 07/14

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403(b) Workbook and Forms Booklet

403(b) Workbook and Forms Booklet

Provides the forms, worksheets and custodial account agreement necessary to open a Franklin Templeton 403(b) plan account. More

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    For U.S. residents only.