Forms & Applications

Account Application

Open and invest in most funds using this application.

Shareholder Request Form

Form for written instructions that require a signature guarantee.

Account Options Form

Establish, change or discontinue account option(s), including bank information, automatic investment plans, systematic withdrawal plans, dividend and/or capital gain distribution and payment options, and contact information.

Use this form to designate or change your Transfer on Death beneficiary on your Franklin Templeton mutual fund account.

Use for UTMA/UGMA accounts where the minor has reached the age of termination and the custodian requests the account to now be reregistered in the name of that beneficiary or minor.

Change of Dealer Form

Use this form to change or add a broker-dealer on an existing Franklin Templeton fund account.

Use this application to open an Individual or Joint Tenant mutual fund account in a Transfer on Death registration.

Use this form to provide us with your new legal name to be listed on your account(s).

Use this form to liquidate non-retirement assets you currently own with another financial institution and have the funds sent to Franklin Templeton to purchase shares of one or more Franklin Templeton mutual funds.

Use this application to open new accounts that are registered to businesses, including corporations, partnerships, limited liability companies and sole proprietorships.

IRA Application

Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.

Use this form to name Primary or Contingent Beneficiaries for any Fiduciary Trust International of the South (FTIOS) retirement account.

Use this form to request a distribution from your 403(b) account. Please note: Generally this form must be certified by your employer or an authorized third party.

Use this form to request a distribution from a Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.

Use this form to request a distribution to the beneficiary of an IRA, SEP, SAR-SEP, 403(b), Profit-Sharing or Money Purchase Pension Plan account.

Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with FTIOS as Custodian.

Use this form to transfer all or part of your 403(b) Plan from another institution to Franklin Templeton. You will also need to complete a 403(b) Plan Application, if you haven't already done so.

403(b) Employee's Kit

Includes a brochure, forms, fund list and disclosure--everything an employee needs to open a Franklin Templeton 403(b).

Includes Custodial Account Agreements and Disclosure Statements for Traditional, Roth, Rollover, SIMPLE and SEP IRAs.

Use this form if an excess contribution was made to a retirement plan.

Use this form to establish a Non-ERISA 403(b) Plan account. Employers and TPAs: An eContributions Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts

Now it's easy to open your Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey Higher Education Student Assistance Authority (HESAA).

529 Revision Form

Use this form for Franklin Templeton 529 Plan account revisions, such as change of address, Account Owner, Beneficiary, investment option or to establish or modify an automatic investment plan.

529 Withdrawal Form

Use this form to withdraw assets from your Franklin Templeton 529 College Savings Plan account.

Use this form to request a distribution from a Coverdell ESA account.

This form is used to establish or change an automatic investment plan from your bank account into an existing Franklin Templeton 529 College Savings Plan.

Use this form to request a rollover or transfer from another Section 529 program, ESA, Series EE or I Savings Bond, UGMA/UTMA or other investment to a Franklin Templeton 529 College Savings Plan Account.

Includes Forms & Disclosure Booklet-- everything needed to open a Franklin Templeton Coverdell Education Savings Account.

Contains Franklin Templeton Coverdell Education Savings Account application, forms, account agreement and disclosure statement.

Transfer an existing Coverdell Education Savings Account to Franklin Templeton, or change the beneficiary of an Education Savings account.

Brochure includes all materials needed to open a new Franklin Charitable Giving Program account.

Use this form to recommend a grant from your Franklin Charitable Giving Program account.

Use this form to establish an account in Franklin Charitable Giving Program.

Use this form to make account information changes to your existing Franklin Charitable Giving Program account.

Use this form to make additional contributions to your existing Franklin Charitable Giving Program account.

Use this form to make an adjustment to the asset allocation of your existing Franklin Charitable Giving Program account.

Search for Additional Forms