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You are ready to use your savings. You can either request a check or transfer to another bank via Automated Clearing House (ACH). All requests must be made by the account owner. Franklin Templeton does not take distribution instructions from a beneficiary.
Please note that for your initial distribution directly to a school, you must call us or submit your request in writing. After this initial request, you may make future distributions via your online account.
Log in to your account. Once logged in, scroll down to your Education Savings Portfolios, and from the drop down, choose Sell Shares.
LOG IN NOWCall us at (866) 362-1597 to make your redemption over the phone.
Form is in a fillable format. Download, complete online and save. Email completed form to SHrequests@franklintempleton.com.
Please note:
If you prefer to process your withdrawal by mail or fax:
Download and print
Send to:
Regular Mail
P.O. Box 33090
St. Petersburg, FL 33733-8090
Overnight Mail
100 Fountain Parkway
St. Petersburg, FL 33716-1205
Fax
1-727-299-8719
Please note: The withdrawal form cannot be faxed if a signature guarantee is required. Additionally, checks are distributed from CA, so please allow for adequate delivery time.
A signature guarantee may be required if the distribution request indicates the following:
Tax benefits are conditioned on meeting certain requirements. Federal tax law provides that up to $10,000 per year may be withdrawn from a 529 savings plan federal income-tax free, if used for tuition expenses at private, public or religious primary and secondary (K-12) schools. It is not clear what public K-12 school costs, if any, will be regarded as tuition for this purpose. Additionally, amounts paid as principal or interest on certain existing loans of the Beneficiary or their sibling, subject to various limits including annual limits, can constitute qualified distributions. State tax benefits and treatment of withdrawals for K-12 tuition and loans may vary by state, may not have been updated for changes in federal tax law and may be uncertain; consult a tax professional concerning your state. Gift examples are general; individual financial circumstances and state laws vary – consult a tax professional before investing. If the contributor dies within the five-year period, a prorated portion of contributions may be included in their taxable estate. See the Investor Handbook for more complete information.
Investors should carefully consider plan investment goals, risks, charges and expenses before investing. To obtain the Investor Handbook, which contains this and other information, call Franklin Templeton Distributors, Inc., the manager and underwriter for the plan, at (800) DIAL BEN® / (800) 342-5236. You should read the Investor Handbook carefully before investing and consider whether your or the beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in its qualified tuition program.
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 Templeton Distributors, Inc., 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.
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Franklin Templeton Distributors, Inc.
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This website is for US residents.
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