Adding or Updating a Beneficiary

To name primary and contingent beneficiaries for any FTIOS retirement account, please use the Franklin Templeton Designation of Beneficiary Form. We can receive the Designation of Beneficiary Form by email, fax or mail.

For ERISA 403(b) custodial accounts only (section #5): If your Designation of Beneficiary Form requires a notary stamp, the form MUST be mailed to Franklin Templeton.

Please send the Designation of Beneficiary Form to SHrequests@franklintempleton.com.

The following requirements must be met to receive documents via email:

• Your email address must match an email address we have on file, and the email address cannot have been changed within the last 15 days.
• Your request must include all required documents/forms.
  • Preferred attachment file types include: .PDF, .DOC, .DOCX, .JPG, .JPEG, .TIFF and .PNG

Please fax the Designation of Beneficiary Form to 1-855-891-8377.

The following requirements must be met to send or receive documents via fax:

• Signature guarantee, notary, original documents or original signatures are not required.
• All required signatures must be included along with at least three pieces of identifying information:
• Full name of the shareholder
• SSN/TIN
• Account number
• Asset summary number
• Address of record
• Date of birth
• Phone number
• Most recent transaction