SIMPLE IRA/SEP IRA Transfer Request Form
Use this form to transfer your SIMPLE IRA or SEP IRA or other retirement plan from another financial institution to a like plan with Franklin Templeton.
Literature Code: RSIM-FTRAN
Format: PDF (213k)Publication Date: 07/14
View, print or downloadPDF(213k)
Add items to your cart
You need Adobe Acrobat Reader 6.0 or higher to view and print PDF documents. Download a free version from Adobe's website.
For US residents only.
Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences, or damages arising from your use of this independent website.