529 Forms Library

Forms Library

Access forms below for transactions as an existing or prospective Franklin Templeton 529 College Savings Plan account owner.


Investor Handbook and Application

Read the Franklin Templeton 529 College Savings Plan Investor Handbook, which contains information about plan investments, goals, risks, charges and expenses, and other information you should consider carefully before investing. Please note the application is located at the end of the Handbook.

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Account Revision Form

Make a change to your account. Download the Account Revision Form to make changes to your 529 account, including a change of beneficiary or investment direction.



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Automatic Investment Plan Application

Start an Automatic Investment Plan. Use this form to start an automatic monthly, quarterly or annual contribution to your Franklin Templeton 529 account.*

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*If the account owner has banking information included in their account, they can set up an automatic investment plan on franklintempleton.com. If they do not have banking information set up on their account, they can call customer service at (800) DIAL BEN® / (800) 342-5236 to process that information over the phone, as well as help establish their new automatic investment plan.




Workplace Investor Handbook and Application

Read the Workplace 529 Program Investor Handbook, which contains information about plan investments, goals, risks, changes and expenses, and other information you should consider carefully before investing. Please note the Workplace application is located at the end of the Handbook.

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Franklin Templeton 529 Payroll Deduction Form

Start automatic deductions from a paycheck to a Franklin Templeton 529 portfolio.

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Workplace Broker Dealer Revision Form

Use when revising an existing 529 Plan to a Workplace 529 Plan, with new financial professional.

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Gift Contribution Form

Give the gift that lasts a lifetime…a college education. Download the Gift Contribution Form – great for any occasion!




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Withdrawal Form

After you log into your account, you can request a withdrawal online.

Or use this form to request a withdrawal from your Franklin Templeton 529 account.


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NJBEST College Scholarship

Exclusive to New Jersey residents, Franklin Templeton 529 College Savings Plan offers a scholarship, up to $3,000, rewarding students who pursue higher education in New Jersey. The participant must make a withdrawal for qualified educational expenses, meet minimum contribution thresholds and have been a participant in the plan for at least four years to qualify.1

Please access the Investor Handbook or visit HESAA's dedicated page for more information. Contact the New Jersey Higher Education Student Assistance Authority (HESAA) at 609-584-4480 with inquiries or issues.




Rollover/Transfer Funds from Another Account

Use this form to request a rollover or transfer from another account to your Franklin Templeton 529 account.




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