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.

Download       Complete Online  



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.



Download



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.*

Download

*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.

Download



Franklin Templeton 529 Payroll Deduction Form

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

Download



Workplace Broker Dealer Revision Form

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

Download



Gift Contribution Form

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




Download



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.


Download



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.




Download

1 Investing in Franklin Templeton does not guarantee admission to any particular elementary or secondary school or to college, or sufficient funds for elementary or secondary school or for college. The scholarship is only available for college and is awarded during any fall or spring semester of college. The NJBEST Scholarship is provided by the New Jersey Higher Education Student Assistance Authority.

This material is not a recommendation of any particular security, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax professional, investment professional or insurance agent. Before making any financial commitment regarding a Section 529 college savings plan, consult with the appropriate financial professional.

Franklin Templeton 529 College Savings Plan is offered and administered by the New Jersey Higher Education Student Assistance Authority (HESAA); managed and distributed by Franklin Distributors, LLC. Member FINRA/SIPC, an affiliate of Franklin Resources, Inc., which operates as Franklin Templeton. No federal or state guarantee. Principal value may be lost, and investing in the plan does not guarantee admission to any particular primary or secondary school or to college or sufficient funds for primary or secondary school or for college. Please refer to the Investor Handbook for more complete information.

See the Investor Handbook, for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower-rated and unrated securities; mortgages, asset-backed and credit-linked securities; life settlement investments; restructuring and distressed companies; securities lending; smaller and midsize companies; and stocks.

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.