Changing the Name on Your Account Registration
You can update your name on an account registration by providing the following:
- A completed Notification of Legal Name Change form. Follow the instructions on the form, sign using both former and new names, and have the signatures guaranteed. A signature guarantee may be obtained from a bank, savings and loan association, trust company, credit union, broker/dealer or any other “eligible guarantor institution,” as noted on the form.
- 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.).
- For shares in a money fund. If your fund account is a money fund with check writing privileges, you will also need to complete a new Account Application in your new name.
Note: A signature guarantee is not required if you provide a photocopy of the court document authorizing the name change with the request. If the name change is due to marriage, a photocopy of the document evidencing the marriage issued by the appropriate city, county or state government body is acceptable. A document issued by a church or other entity is not acceptable.
For US residents only.