Making Changes

529 Account Revision Form

Life happens. When it does, download the Account Revision Form to make any of the following changes to your Franklin Templeton 529 account.

  • Change Beneficiary
  • Change Account Owner
  • Change Successor Account Owner
  • Adjust Investment Options
  • Set up Automatic Investment Plan

529 Rollover/Transfer Request Form

Simplify your life. If you have another 529 savings plan and would like to combine it with your Franklin Templeton 529 account, simply complete this form to process your request.