Franklin Templeton Investments

Public Site >Sign In  | Register
My Cart
My Cart Summary
Mandatory items may have been added.

<GAIN FROM OUR PERSPECTIVE>

Find a Fund

By fund name, fund number, NASDAQ symbol or CUSIP

View All Funds

Find Us

Follow Franklin Templeton

Forms By Category — Search Results

Select Another Form

Click a PDF link to view the form. Some of our forms can be completed on your computer. If the form you selected is available in a writeable format, you'll see it in the "Fill-in & Print" column. All that remains is to print, sign and return the form to us.

 

Open a fund account

Form & Description Print Form Fill-in & Print Form

Account Application

Open and invest in most accounts using this application.

PDF (1,636K) PDF (2,233K)

Account Application- Businesses

Business entities such as corporations, partnerships, limited liability companies, sole proprietorships, etc. can open and invest in most funds using this application.

PDF (1,134K)

Charitable Giving Fund Application

Use this form to open a Franklin Templeton Charitable Giving Account.

PDF (161K)

Open a retirement account

Form & Description Print Form Fill-in & Print Form

403(b) Non-ERISA Plan Participant Application

Participant account application for Non-ERISA 403(b) Plans. Employers and TPAs: An eContributions Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts. See Forms & Applications category, "Employer plan sponsor materials."

PDF (906K)

ERISA 403(b) Plan Participant Application

Participant account application for ERISA 403(b) Plans. Employers and TPAs: An eContributions Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts. See Forms & Applications category, "Employer plan sponsor materials."

PDF (1,273K)

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.

PDF (735K)

Investment-Only Business Retirement Plan Account Application

Use this form to invest in an Investment-Only Business Retirement Plan Account Application (to be completed by the trustee(s) of the plan). Do not use this application for any retirement plan for which Franklin Templeton Bank & Trust will be your trustee or custodian. Call 1-800/527-2020 to request a separate application.

PDF (394K)

Money Purchase Pension Plan Participant Application

Participant account application for Money Purchase Pension Plans. Employers and TPAs: Franklin Templeton Bank & Trust will not accept new Money Purchase Pension Plans but will continue to establish accounts for new participants of existing Plans.

PDF (1,672K)

Profit Sharing Plan Participant Application

Participant account application for Profit Sharing Plans. Employers and TPAs: Franklin Templeton Bank & Trust will not accept new Profit Sharing Plans but will continue to establish accounts for new participants of existing Plans.

PDF (1,355K)

SEP/ SIMPLE IRA Plan Participant Application

Participant account application for SEP and SIMPLE IRAs. Employers: An eContributions Employer Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts. See "Small Business Plans Employer Workbook & Forms" under the category, "Employer plan sponsor materials."

PDF (894K)

eContributions Services Employer Application

Required form for use by employers when setting up a Franklin Templeton SIMPLE IRA, SEP IRA, 403(b), Profit Sharing or Money Purchase Plan. Must be accompanied by the eContributions New User Request Form to set up electronic delivery of payroll contributions.

PDF (88K) PDF (83K)

College/Education

Form & Description Print Form Fill-in & Print Form

529 Account Revision Form

Use this form for revisions to Franklin Templeton 529 Plan accounts, such as change of beneficiary or change of investment direction.

PDF (143K) PDF (147K)

529 College Savings Plan Withdrawal Form

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

PDF (744K)

529 Rollover/Transfer Request Form

Use this form to request a rollover from other Section 529 programs.

PDF (1,040K)

Coverdell Education Savings Account Application

Open and invest in a Coverdell Education Savings Account.

PDF (658K)

Coverdell Education Savings Account Transfer of Assets/Change of beneficiary

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

PDF (171K)

Coverdell Education Savings Distribution Request Form

Request a distribution from your Education Savings Account.

PDF (48K)

Move money to/from my account

Form & Description Print Form Fill-in & Print Form

403(b) Plan Distribution Request Form

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.

PDF (734K)

Account Options Form

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

PDF (693K)

BRP Distribution Request

To request a distribution from your FTB&T, Profit Sharing or Money Purchase Plan

PDF (674K)

Beneficiary Distribution Request

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

PDF (206K)

Charitable Giving Fund Additional Contribution Agreement

Use this form to make an additional contribution to your existing Franklin Templeton Charitable Giving Fund account.

PDF (114K)

Charitable Giving Fund Asset Transfer Request

Complete this form to transfer securities held at a financial institution other than Franklin Templeton to your Franklin Templeton Charitable Giving Fund account.

PDF (76K)

Charitable Giving Fund Grant Recommendation Form

Complete this form to recommend a grant to a charitable organization.

PDF (159K)

IRA Distribution Request Form

Request a distribution from your IRA account.

PDF (670K) PDF (670K)

IRA Recharacterization Request Form

Allows financial advisors and shareholders to recharacterize a contribution to a Traditional or Roth IRA.

PDF (80K) PDF (100K)

QDRO Distribution Form

Request a distribution or transfer of a 403(b), Profit-Sharing or Money Purchase Plan account.

PDF (606K)

Retirement Plan Notification of Excess/Ineligible Contributions

Request a distribution or provide reallocation instructions for excess/ineligible contributions made to a Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, 403(b), Profit Sharing Or Money Purchase Plan account.

PDF (109K)

Transfer, rollover or convert my account

Form & Description Print Form Fill-in & Print Form

403(b) Plan Transfer Request

Use this form to transfer all or part of your 403(b) account from another financial institution to Franklin Templeton. You'll also need to complete a 403(b) application form if you do not already have a Franklin Templeton 403(b) account. Please note: Generally this form must be certified by your employer or an authorized third party.

PDF (101K) PDF (125K)

Direct Rollover Form

Use this form to roll over funds from an employer-sponsored retirement plan into a Franklin Templeton Rollover IRA. You'll also need to complete a IRA application form.

PDF (92K) PDF (100K)

IRA Transfer Request

Use this form to transfer your IRA or any other retirement plan from another financial institution to a like plan with Franklin Templeton. You'll also need to complete an IRA application form and should contact your IRA custodian for more information.

PDF (114K)

Qualified Plan Transfer Request Form

Use this form to transfer a Profit-Sharing or Money Purchase Pension Plan from another financial institution to a like plan with Franklin Templeton. You may also need to complete a participant application if you haven't already enrolled in your company's Franklin Templeton Business Retirement Plan.

PDF (99K) PDF (99K)

Roth Conversion Request

Use this form to convert your Traditional, SEP or SIMPLE IRA to a Roth IRA. If you don't already have a Roth IRA, you'll also need to complete an IRA application form to complete the conversion.

PDF (347K)

SIMPLE/ SEP IRA Transfer Request

Use this form to transfer your Simple/SEP IRA or other retirement plan from another financial institution to a like plan with Franklin Templeton. You'll also need to complete a Simple/SEP IRA application form and should contact your custodian for more information.

PDF (131K) PDF (131K)

Name a beneficiary

Form & Description Print Form Fill-in & Print Form

403(b) Beneficiary Designation

Establish or change the beneficiaries for your 403(b) plan.

PDF (88K) PDF (124K)

Designation of Beneficiary Form

Establish or change primary and contingent beneficiaries for Traditional, Roth, Roth Conversion, Rollover, SEP, SAR-SEP or SIMPLE IRA accounts.

PDF (85K) PDF (152K)

Money Purchase Pension Plan Beneficiary Designation

Money Purchase Pension Plan Beneficiary Designation Form

PDF (85K)

Profit Sharing Plan Designation of Beneficiary Form

Establish or change primary and contingent beneficiaries for a Profit Sharing Plan.

PDF (85K) PDF (118K)

Transfer on Death Registration Form

Designate or change TOD beneficiaries on any Franklin Templeton account.

PDF (103K) PDF (556K)

Update account information

Form & Description Print Form Fill-in & Print Form

72(t) Distribution Method Change Authorization

Request a one-time irrevocable change from annuitization or amortization method to a life expectancy method for 72(t).

PDF (32K)

Account Options Form

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

PDF (197K) PDF (693K)

Change of Dealer Form

PDF (83K) PDF (515K)

Charitable Giving Fund Account Information Change Request Form

Complete this form to make account information changes to your Franklin Templeton Charitable Giving Fund account.

PDF (255K)

Charitable Giving Fund Asset Reallocation Request Form

Complete this form to make an adjustment to the asset allocation of your existing Franklin Templeton Charitable Giving Fund account.

PDF (143K)

Customer Identification

May be used when there are more customers than can fit on the Account Application or when there is not a place on the Account Application for the unique type of customer (e.g. a guardian, a conservator, or an Attorney-in-Fact under Power of Attorney).

PDF (81K)

Instruction to Terminate Custodianship

Use mainly 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 "former" minor.

PDF (72K) PDF (509K)

Notification of Legal Name Change Form

To be used to submit a legal name change.

PDF (120K) PDF (58K)

Re-Registration Guidelines

Checklist used with the Account Application to re-register an account by adding a joint owner, removing a joint owner and re-registering an account to a trust. To order use code REREG PAK.

PDF (72K) PDF (94K)

Shareholder Request Form

Provide written instructions that require a signature guarantee.

PDF (540K) PDF (930K)

Employer plan sponsor materials

Form & Description Print Form Fill-in & Print Form

403(b) Custodial Account Agreement

Revised 403(b) custodial account agreement effective January 2009.

PDF (141K)

403(b) Information Sharing Agreement

Form to be completed to allow employees to execute provider-to-provider transfers to their Franklin Templeton 403 (b) accounts.

PDF (86K)

Business Retirement Plan Forfeiture Allocation Form

To be used by employers with FTB&T Profit Sharing & Money Purchase Pension plans to allocate plan forfeitures.

PDF (447K)

Money Purchase Pension Plan Summary Plan Description

Provide a completed Summary Plan Description to employees eligible to participate in an existing Money Purchase Pension Plan.

PDF (227K)

Profit Sharing and Money Purchase Plans Plan and Trust Document

Revised plan and trust document for Profit Sharing and Money Purchase Plans.

PDF (654K)

Small Business Retirement Plans Employer's Workbook and Forms

Complete these forms before employees establish SIMPLE IRAs or SEP IRAs.

PDF (893K)

Summary Plan Description for SIMPLE Plans

Provide this Summary Plan Description to employees who will be eligible to participate in the SIMPLE IRA in the coming year.

PDF (22K)

Summary Plan Description for Standardized Profit Sharing Plans

To be completed by employers who are establishing a Profit Sharing & Money Purchase Pension plan.

PDF (228K)

Summary of Material Modifications to the Profit Sharing Plan

Provide this Summary of Material Modifications to employees who will be eligible to participate in the plan in the coming year.

PDF (19K)

eContributions - How to Fund Your Plan

Instructions for submitting payroll contribution funds by electronic funds transfer, by ACH or wire, or by check

PDF (52K)

eContributions New User Request Form

Required form to request new username and personal identification number for electronic payroll contribution account. Must accompany the eContributions Services Employer Application.

PDF (65K) PDF (83K)

eContributions Services Investment Only Application

For use only by plan trustees/custodians setting up Investment Only platforms.

PDF (213K) PDF (296K)

eContributions Services Third Party Administrator Application

For use only by Third Party Plan Administrators. Always required for set up of 403(b), SIMPLE IRA and SEP IRA. plans.

PDF (180K) PDF (136K)

For U.S. residents only.