Account Services FAQ

  • Franklintempleton.com offers a quick and convenient way to update your online profile information and account options.

    To update your online profile:

    • Log into your franklintempleton.com account
    • Click the “Logged In” tab at the top of the screen, then “Edit My Profile”
    • Enter your password or answer a security question and click “Authenticate”
    • From here, you can update:
      • Personal profile information - personal greeting, user ID, email address
      • Security information - password and security questions
      • Document delivery options - for statements/notifications and tax documents

    To update your account options:

    • Log into your franklintempleton.com account
    • Click on the account you wish to update under “My Accounts”
    • From here, you can update:
      • Your address and phone number
      • Your bank information
      • Your Automatic Investment Plan and Systematic Withdrawal Plan, if allowable
      • Your dividend and capital gains options, if allowable

    Questions? We’re here to help

    Call us at (800) 632-2301

  • Interested in opening another Franklin Templeton account in a new fund? See how below.

    To open a new account online by exchanging shares:

    • Log into your franklintempleton.com account
    • Under “My Accounts,” click on the desired account number
    • Click on “Exchange,” then re-renter your password or answer a security question
    • Follow the instructions and click “Submit”

    Important exchange information:

    • Accounts must be identically registered, or you can make an exchange into a new fund in the same share class
    • You can check out our Franklin Templeton Fund Prospectuses to review a fund’s exchange policies

    To open a new account by phone:

    • Give us a call at the number below

    To open a new account by mail:

    • Complete an Account Application and mail it to one of the addresses on the form
      • If you don’t want to fund the new account with your bank information, make sure to send us an initial investment check along with the application

    Have a financial advisor?

    We can accept new account instructions from your financial advisor.

    Questions? We’re here to help

    Call us at (800) 632-2301

  • How Do I Change My Name on My Accounts?

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (800) 632-2301

  • Changes to an Account Involving a Probated Estate

    Upon the death of a sole owner, the account can be re-registered to the estate when the owner’s estate is being probated.

    Here’s what we need to re-register an account to a sole owner’s estate:

    • A Shareholder Request Form
      • Provide the estate registration.
      • Have each executor sign.
      • If the request includes a transfer to a registration other than the estate, the signature(s) must be guaranteed.
    • A copy of the Letters Testamentary naming the executor(s) for the estate
      • The document must be dated by the court within the last 120 days.
    • A copy of the death certificate
    • A copy of an Inheritance Tax Waiver or Consent to Transfer from the applicable state or territory tax authority may be required if the deceased owner legally resided in Indiana, Ohio, Oklahoma, Puerto Rico, Rhode Island, or Tennessee
      • If the deceased owner lived in any of these locations, call us at (866) 821-7519.
    • A Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate form, if applicable
      • Complete the appropriate sections.
      • Have each executor sign.
    • An Account Application
      • Each executor should complete the appropriate portion of the Account Registration section.
      • Provide each executor’s name, street address, date of birth, and Social Security Number.
      • Complete any additional sections to establish account option(s).
      • Have each executor sign in the Signature and Tax Certification section.

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

    Changes to an Account Involving a Non-Probated Estate

    In order to ensure an estate is eligible for small estate administration under the laws of the decedent’s state of legal residence, we recommend you contact an attorney.

    Upon the death of a sole owner, when the owner’s estate isn’t being probated and is subject to small estate administration under the laws of the deceased owner’s state of legal residence, the account can be re-registered to the heir(s).

    Here’s what we need to re-register an account to the heir(s):

    • Shareholder Request Form
      • Reference the account number(s).
      • Have each heir sign.
      • Each signature must be notarized.
    • A Small Estate document, properly signed and executed according to the small estate laws of the deceased shareholder’s state of legal residence
      • Consult the attorney for the decedent’s estate to obtain the Small Estate document required for the deceased shareholder’s state of legal residence.
    • A photocopy of the death certificate
    • A copy of an Inheritance Tax Waiver or Consent to Transfer from the applicable state or territory tax authority may be required if the deceased owner legally resided in Indiana, Ohio, Oklahoma, Puerto Rico, Rhode Island, or Tennessee
      • If the deceased owner lived in any of these locations, call us at (866) 821-7519.
    • A Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate form, if applicable
      • Complete the appropriate sections.
      • Have the heir(s) sign.
    • An Account Application
      • Each heir should complete the appropriate portion of the Account Registration section.
      • Provide each heir’s name, street address, date of birth, and Social Security Number.
      • Complete any additional sections to establish account option(s).
      • Have each heir sign in the Signature and Tax Certification section.

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

  • Joint tenancy with rights of survivorship is a form of account registration available* to shareholders. Before changing to this type of registration, we recommend you talk to your financial advisor, attorney, or tax advisor to decide if this type of registration is right for you.

    When a joint tenancy with rights of survivorship registration is added to an account, all owners must agree in writing in order to make ownership changes to jointly owned mutual fund shares or sever a joint tenancy.

    *Joint tenancy with rights of survivorship registration isn’t currently allowed for shareholders residing in Louisiana.

    Here’s what we need to add a joint tenant:

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (800) 632-2301

  • Change a Joint Tenancy Registration Due to Divorce

    In order to change an account’s registration due to a divorce, we’ll need a few documents.

    Here’s what we need to change an account’s registration due to divorce:

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

    Change a Joint Tenancy Registration Due To Death

    Upon the death of a joint tenant, it may be necessary to remove the name of the deceased tenant from an account’s registration.

    Here’s what we need to remove a joint tenant due to death:

    • A copy of the death certificate
    • A copy of an Inheritance Tax Waiver or Consent to Transfer, if applicable 
      • Obtain by contacting the decedent’s state of residence.
    • A Shareholder Request Form
      • Provide the new registration.
      • Have the surviving owner(s) sign.
      • If removing a surviving owner(s) or adding an additional owner(s), please have each surviving owner’s signature guaranteed.
    • An Account Application
      • Complete the appropriate portion of the Account Registration section.
      • Provide each account owner’s name, street address, date of birth, and Social Security Number.
      • Complete any additional sections to establish account option(s).
      • Have each account owner sign in the Signature and Tax Certification section.
    • A Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate form, if applicable
      • Complete the appropriate sections.
      • Have each current account owner(s) sign.

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

  • When a trustee passes away, a trust account can be re-registered to the successor trustee(s).

    Here’s what we need to transfer to the successor trustee(s):

    • A copy of the death certificate
    • A copy of an Inheritance Tax Waiver or Consent to Transfer, if applicable 
      • Obtain by contacting the decedent’s state of residence.
    • A copy of the title, signature, and successor trustee pages of the trust document
    • A Shareholder Request Form
      • Provide the trust registration.
      • Have each successor trustee’s signature notarized or
      • Provide a signature guarantee for each signer, rather than a notary, for account values over $100,000 or
      • Notary or guarantee isn’t required for each signature when the surviving trustee(s) is the only successor trustee(s).
    • An Account Application
      • Complete the trust portion of the Account Registration section.
      • Indicate the trust’s Taxpayer Identification Number (must be the Social Security Number of a living trustor or an Employer Identification Number assigned to the trust).
      • Provide each successor trustee’s name, street address, date of birth, and Social Security Number.
      • Complete any additional sections to establish any account option(s).
      • Have each successor trustee sign in the Signature and Tax Certification section.
    • A Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate form, if applicable
      • Complete the appropriate sections.
      • Have each successor trustee sign.

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

  • A trust is a form of account registration available to shareholders. Before changing to this type of registration, we recommend you talk to your financial advisor, attorney, or tax advisor to decide if this type of registration is right for you.

    Here’s what we need to register an account into a trust:

    • A copy of the title, signature, and trustee pages of the trust document
    • A Shareholder Request Form
      • Provide the trust registration.
      • Have each current account owner’s signature guaranteed or
      • Guarantee isn’t required for each signature when the current account owner(s) is the only trustee(s) for the trust.
    • An Account Application
      • Complete the trust portion of the Account Registration section.
      • Provide each trustee’s name, street address, date of birth, and Social Security Number.
      • Complete any additional sections to establish account option(s).
      • Have each trustee sign in the Signature and Tax Certification section.
    • A Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate form, if applicable
      • Complete the appropriate sections.
      • Have each current account owner sign.

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

  • Once the minor on a UGMA/UTMA account reaches the applicable state’s age of termination, the custodian must transfer the mutual fund shares in the account to the minor’s sole name.

    Here’s what we need to register the account(s) in the former minor’s sole name:

    • An Instruction to Terminate Custodianship form
      • Have the custodian’s signature notarized.
      • If a copy of the former minor’s birth certificate is provided and the total value of the account(s) is less than $25,000, we don’t need the signature to be notarized.
    • An Account Application
      • Complete the appropriate portion of the Account Registration section.
      • Provide the former minor’s name, street address, date of birth, and Social Security Number.
      • Complete any additional sections to establish account option(s).
      • Have the former minor sign in the Signature and Tax Certification section.
    • A Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate form, if applicable
      • Complete the appropriate sections.
      • Have the custodian sign.

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

  • Sole and joint tenant non-retirement account owner(s), who are legal residents of the United States*, can designate one or more T/O/D beneficiaries who can take possession of the property upon the passing of the account owner(s). Using a T/O/D designation removes the need for probate proceedings. Please note that the ability to add a T/O/D designation depends on the laws of the account owner’s state of residence. 

    *At this time, T/O/D beneficiary designations aren’t allowed for shareholders residing in Louisiana.

    With a T/O/D designation, the account owner(s) remain as the owners of the account. The account owner(s) can add or remove beneficiaries at any time, and any beneficiaries designated don’t have an ownership interest in the mutual fund shares held in the account. We recommend you talk with your attorney or financial advisor to decide if a T/O/D designation is right for you.

    Here’s what we need to add a T/O/D beneficiary designation:

    Send the completed documents to one of the addresses on our forms.

    Questions? We’re here to help
    Call us at (866) 821-7519

  • What’s a signature guarantee?

    A signature guarantee is a type of verification, backed financially by the issuer, provided by banks and other financial institutions to guarantee the legitimacy of signatures and requests. Since protecting the assets of our shareholders is one of our highest priorities, we’ll sometimes require certain requests to be signature guaranteed before we’ll process them.

    Where can I get a signature guarantee?

    • At a bank, savings and loan association, or credit union
    • At a trust company or securities broker/dealer
    • At any other “eligible guarantor institution” as defined by the Securities and Exchange Commission

    Please note that most institutions will only provide a signature guarantee to their clients.

    Can I provide a notarized signature instead of a signature guarantee?

    For requests that must be signature guaranteed, a notarized signature isn’t acceptable. This is because a notary doesn’t prove the authenticity of a signature or request, nor is it backed financially by the issuer. If you are unsure whether your specific request can be accepted with a notary in lieu of a signature guarantee, contact us at the number below.

    Questions? We’re here to help

    Call us at (800) 632-2301

  • What is escheatment?

    “Escheatment” is the process of turning over abandoned or unclaimed property to a state or U.S. territory. Each state and U.S. territory has its own laws defining unclaimed and abandoned property and its treatment. Franklin Templeton is required to abide by these laws but fear not: you can keep your account(s) active and prevent the escheatment of your property by following the instructions below.

    Here’s how you can prevent escheatment:

    • Make sure your contact information is always up to date, and let us know right away if it changes
    • Respond to account inactivity letters that we may send (see below for more information)
    • At least once per year, do one of the following:
      • Complete a non-automated transaction, such as a purchase or sale
      • Reach out to us in writing or by phone (using our automated phone system counts, too)
      • Log into your franklintempleton.com account
      • Cash any dividend or redemption checks once received

    Please note that automated transactions, such as automatic investments or systematic withdrawals, are not considered eligible account activity and won’t prevent escheatment.

    I received an account inactivity letter – what do I do now?

    Depending on the requirements of the state or U.S. territory you live in, we may send you an account inactivity letter if we haven’t been able to contact you within the timeframe mandated by your state or U.S. territory.

    Per the instructions on the letter, you’ll need to do one of the following by the stated deadline:

    • Sign and return the letter
    • Contact a Franklin Templeton Customer Service Associate
    • Log onto the website listed on the form and input the provided control number

    How can I recover escheated mutual fund shares?

    • Search for your unclaimed or abandoned property on unclaimed.org
    • Contact your state or U.S. territory’s Unclaimed Property Division or equivalent administrator

    Questions? We’re here to help

    Call us at (800) 632-2301

  • Shareholders registered on franklintempleton.com can import 18 months of account transaction data into Quicken®, or import tax documents into TurboTax®. See how below.

    To import transaction data into Quicken®:

    • Log into your franklintempleton.com account
    • On the right side of the Dashboard, click “Download Posted Transactions”
    • Select the desired account(s) and click “Proceed”
    • Enter a date range, select a file type, and click “Download”
    • Open the file in Quicken®

    To import available tax forms into TurboTax®:

    • Check the support section on TurboTax for information about setting up the import process
    • You'll need to provide your franklintempleton.com user ID and password when using this service
    • Need technical support? Contact TurboTax® Support

    Be sure to carefully compare the tax documents provided by us to the tax documents as they appear in TurboTax®. It’s important that you ensure all entries on these forms are correct and accurately reflect your personal tax situation.

    Questions? We’re here to help

    Call us at (800) 632-2301