Adding a Joint Tenant with Rights of Survivorship
Joint tenancy with rights of survivorship is one of many forms of registration available to fund shareholders. Before changing to this type of registration, speak with your financial advisor, attorney and/or tax advisor to determine what type of registration is right for you. All owners must agree in writing to change an ownership to jointly owned shares or to sever a joint tenancy.
To add a joint tenant to your fund account registration, which will change the legal ownership of your shares, provide the following:
- A completed Shareholder Request Form signed by all current registered owner(s). Each signature must be guaranteed by a bank, savings and loan association, trust company, credit union, broker/dealer or any other eligible guarantor institution, as noted on the form.
- An Account Application signed and completed by all joint tenants.
- Any outstanding shares in certificate form must be returned to Franklin Templeton Investor Services, LLC, by registered or certified mail.
*A Joint Tenancy with Rights of Survivorship registration is not currently allowed for shareholders residing in the state of Louisiana.
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