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Adding a Joint Tenant with Rights of Survivorship

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Joint tenancy with rights of survivorship is one of the 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.

To add a joint tenant to your fund account registration, which will change the legal ownership of your shares, provide the following:

  1. 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.
  2. Any outstanding shares in certificate form must be returned to Franklin Templeton Investor Services, LLC, through a traceable method of delivery (i.e. express, certified or registered mail, etc.).
  3. An Account Application completed and signed by all joint tenants.

* A Joint Tenancy with Rights of Survivorship registration is not currently allowed for shareholders residing in the state of Louisiana.

* Once a fund account is registered in joint tenancy with rights of survivorship, to make any ownership changes to jointly owned shares, or to sever a joint tenancy, all owners must agree in writing.

 

 

 

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    For US residents only.