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Franklin Templeton
Retirement Plan - 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.
Lit No: RRET FBDST
Revised: 09/01/2016
Form ID: 3414
Publish: 02/02/2017
Details
Franklin Templeton
IRA Distribution Request
Request a distribution from your IRA account.
Lit No: RIRA FDIST
Revised: 01/01/2017
Form ID: 3415
Publish: 03/30/2017
Details
Franklin Templeton
IRA Rollover/Transfer
Lit No: RIRA FTR
Revised: 05/01/2016
Form ID: 3417
Publish: 02/15/2017
Details
Franklin Templeton
SIMPLE IRA/SEP IRA Application
Lit No: RSIM APP
Revised: 05/01/2016
Form ID: 3420
Publish: 04/27/2017
Details
Franklin Templeton
Account Application
Lit No: GOF APP
Revised: 06/01/2017
Form ID: 3421
Publish: 10/12/2017
Details
Franklin Templeton
SIMPLE IRA/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 a
Lit No: RSIM FTRAN
Revised: 11/01/2015
Form ID: 5058
Publish: 12/28/2015
Details
Franklin Templeton
Charitable Giving Fund Donor Contribution
Agreement
Lit No: CGF APP
Revised: 05/01/2016
Form ID: 5246
Publish: 07/15/2016
Details
Franklin Templeton
ERISA-Covered 403(b) Plan Application
Lit No: R403B XAPPE
Revised: 10/01/2015
Form ID: 5253
Publish: 03/30/2017
Details
Franklin Templeton
403(b) Workbook and Forms Booklet
Used to establish Non-ERISA 403(b). If employer contributions are allowed in your non-ERISA plan, also see 403(b) Adoption Agreement in Employer plan sponsor materials section below.
Lit No: R403B XF
Revised: 12/01/2015
Form ID: 5254
Publish: 04/10/2017
Details
Franklin Templeton
BRP Account Application - Investment Only
Business Retirement Plan
Lit No: BRP APP
Revised: 11/01/2015
Form ID: 5255
Publish: 03/30/2017
Details
Franklin Templeton
Money Purchase Pension Plan Participant App
Use this form to establish a new Money Purchase Pension Plan.
Lit No: RMPP WAPP
Revised: 12/01/2010
Form ID: 5256
Publish: 03/04/2014
Details
Franklin Templeton
Profit Sharing Plan Participant Application
Use this form to establish a new Profit Sharing Plan
Lit No: RPSP WAPP
Revised: 12/01/2010
Form ID: 5257
Publish: 07/23/2012
Details
Franklin Templeton
eContributions New User Request
Request for username and PIN.
Lit No: RECON FNUR
Revised: 10/01/2015
Form ID: 5260
Publish: 12/14/2015
Details
Franklin Templeton
529 Account Revision
Use this form for revisions to Franklin Templeton 529 Plan accounts, such as change of beneficiary or change of investment direction.
Lit No: 529 FREV
Revised: 11/01/2015
Form ID: 5261
Publish: 12/14/2015
Details
Franklin Templeton
529 Account Application
Use this form to open a Franklin Templeton 529 College Savings Plan account.
Lit No: 529 APP
Revised: 07/01/2017
Form ID: 5262
Publish: 08/03/2017
Details
Franklin Templeton
529 College Savings Plan Withdrawal
Use this form to withdraw assets from your Franklin Templeton 529 College Savings Plan account.
Lit No: 529 FWD
Revised: 07/01/2017
Form ID: 5263
Publish: 01/24/2018
Details
Franklin Templeton
529 Rollover/Transfer Request
Use this form to request a rollover from other Section 529 programs.
Lit No: 529 FROLL
Revised: 07/01/2017
Form ID: 5264
Publish: 10/12/2017
Details
Franklin Templeton
Coverdell Education Savings Account App - Kit
With Transfer of Assets and/or Change of Beneficiary Request
Lit No: REDSA XFDBK
Revised: 04/01/2016
Form ID: 5266
Publish: 07/15/2016
Details
Franklin Templeton
403(b) Plan Distribution Request
Lit No: R403B FDIST
Revised: 06/01/2017
Form ID: 5267
Publish: 01/25/2018
Details
Franklin Templeton
Coverdell Education Savings Account Distribution
Request a distribution from your Education Savings Account.
Lit No: REDSA FDIST
Revised: 06/01/2017
Form ID: 5269
Publish: 10/12/2017
Details
Franklin Templeton
QDRO (Divorce) Distribution/Rollover
For 403(b), Profit Sharing or Money Purchase Pension Plan Accounts
Lit No: RRET FQDRO
Revised: 01/01/2017
Form ID: 5275
Publish: 03/30/2017
Details
Franklin Templeton
Retirement Plan Notification Excess Contribution
Instruct Franklin Templeton of allocation options for excess contributions made to an IRA, SEP, SAR-SEP, 403(b), Profit-Sharing or Money Purchase Pension Plan.
Lit No: RIRA FEXES
Revised: 02/01/2017
Form ID: 5276
Publish: 07/05/2017
Details
Franklin Templeton
IRA Recharacterization Request
Change a previously converted Roth Conversion IRA back to a Traditional IRA or change a transfer of funds between IRAs (Traditional and Roth IRAs only) using this form. This recharacterization must be
Lit No: RIRA FRECR
Revised: 10/01/2015
Form ID: 5278
Publish: 12/14/2015
Details
Franklin Templeton
Roth Conversion Request
Use this form if you wish to covert your Traditional IRA to a Roth Conversion IRA with Franklin Templeton. You will also need to complete an IRA application (if you have not done so already).
Lit No: RIRA FCONV
Revised: 10/01/2015
Form ID: 5280
Publish: 07/15/2016
Details
Franklin Templeton
Shareholder Request
Provide written instructions that require a signature guarantee.
Lit No: GOF FREQ
Revised: 11/01/2017
Form ID: 5292
Publish: 01/19/2018
Details
Franklin Templeton
Business Retirement Plan Forfeiture Allocation For
To be used by employers with FTB&T Profit Sharing & Money Purchase Pension plans to allocate plan forfeitures.
Lit No: FRBRP FORF
Revised: 06/01/2003
Form ID: 5294
Publish: 07/23/2012
Details
Franklin Templeton
Coverdell Education Savings Account Transfer
of Assets and/or Change of Beneficiary Request
Lit No: REDSA WTRAN
Revised: 12/01/2010
Form ID: 5793
Publish: 01/04/2016
Details
Franklin Templeton
Notification of Legal Name Change
Lit No: GOF FLNC
Revised: 02/01/2017
Form ID: 5795
Publish: 03/30/2017
Details
Franklin Templeton
Change of Dealer
Lit No: GOF FCOD
Revised: 06/01/2014
Form ID: 5928
Publish: 09/10/2014
Details
Franklin Templeton
eContributions Services Employer Application
eContributions Services Employer Application
Lit No: RECON INS
Revised: 10/01/2015
Form ID: 6120
Publish: 03/30/2017
Details
Franklin Templeton
eContributions Service Investment only Application
Lit No: RECON INSTI
Revised: 10/01/2015
Form ID: 6121
Publish: 03/30/2017
Details
Franklin Templeton
Charitable Giving Fund Additional Contribution
Agreement
Lit No: CGF FACA
Revised: 05/01/2016
Form ID: 6123
Publish: 07/15/2016
Details
Franklin Templeton
Charitable Giving Fund Grant Recommendation
Lit No: CGF FGRNT
Revised: 02/01/2015
Form ID: 6124
Publish: 12/14/2015
Details
Franklin Templeton
Charitable Giving Asset Transfer Request
Letter of Instruction for Securities held at a Financial Institution other than Franklin Templeton Investments
Lit No: CGF FTRAN
Revised: 05/01/2016
Form ID: 6125
Publish: 07/15/2016
Details
Franklin Templeton
Charitable Giving Fund Account Information Change
Request
Lit No: CGF FCHGE
Revised: 02/01/2015
Form ID: 6126
Publish: 12/14/2015
Details
Franklin Templeton
Charitable Giving Fund Asset Reallocation Request
Lit No: CGF FALL
Revised: 11/01/2015
Form ID: 6127
Publish: 12/14/2015
Details
Franklin Templeton
Instruction To Terminate Custodianship
Lit No: GOF TERM
Revised: 01/01/2017
Form ID: 10405
Publish: 03/30/2017
Details
Franklin Templeton
IRA Application
Lit No: RIRA APP
Revised: 11/01/2016
Form ID: 16487
Publish: 09/12/2017
Details
Franklin Templeton
Business Account Application
Lit No: GOF APPB
Revised: 04/01/2016
Form ID: 17850
Publish: 02/02/2017
Details
Franklin Templeton
Transfer on Death Registration
Lit No: GOF FTOD
Revised: 01/01/2017
Form ID: 17851
Publish: 03/31/2017
Details
Franklin Templeton
Account Options
Lit No: GOF FAO
Revised: 06/01/2017
Form ID: 17852
Publish: 07/05/2017
Details
Franklin Templeton
529 Gift Contribution
Lit No: 529 FGIFT
Revised: 09/01/2016
Form ID: 29704
Publish: 02/02/2017
Details
Franklin Templeton
Customer Identification
Lit No: CUST ID
Revised: 07/01/2016
Form ID: 29705
Publish: 07/15/2016
Details
Franklin Templeton
Designation of Beneficiary
Lit No: RRET FBEN
Revised: 10/01/2015
Form ID: 29706
Publish: 11/17/2015
Details
Franklin Templeton
Standardized Money Purchase Pension Plan Summary
Plan Description
Lit No: RSBP MPSPD
Revised: 04/01/2010
Form ID: 29707
Publish: 07/23/2012
Details
Franklin Templeton
SIMPLE IRA and SEP IRA Plans
Lit No: RSBP-FER
Revised: 10/01/2015
Form ID: 32368
Publish: 01/05/2016
Details
Franklin Templeton
Information Sharing Agreement
Lit No: R403B-ISA
Revised: 11/01/2015
Form ID: 32369
Publish: 12/28/2015
Details
Franklin Templeton
Custodial Agreements and Disclousre Statements
Lit No: RIRA DSBK
Revised: 11/01/2016
Form ID: 32371
Publish: 04/27/2017
Details
Franklin Templeton
Non-ERISA Covered 403(b) Plan Application
Lit No: R403B-APPNE
Revised: 11/01/2015
Form ID: 32372
Publish: 03/30/2017
Details
Franklin Templeton
Account Application for TOD Registration
Lit No: GOF APPTD
Revised: 03/01/2017
Form ID: 36101
Publish: 04/27/2017
Details
Franklin Templeton
529 - Automatic Investment Plan Application
Lit No: 529-APPAI
Revised: 07/01/2014
Form ID: 36102
Publish: 09/10/2014
Details
Franklin Templeton
Charitable Giving Program Kit
Lit No: CGF-FCIRC
Revised: 07/01/2016
Form ID: 46377
Publish: 03/30/2017
Details
Franklin Templeton
Non-Retirement Asset Transfer
Lit No: GOF-FNRT
Revised: 04/01/2015
Form ID: 46378
Publish: 01/05/2016
Details
Franklin Templeton
403(b) Transfer/Direct Rollover Request
Lit No: R403B FTRAN
Revised: 05/01/2016
Form ID: 46379
Publish: 07/15/2016
Details
Franklin Templeton
Re-Registration Guidelines
Lit No: GO FRG
Revised: 08/01/2016
Form ID: 46380
Publish: 04/10/2017
Details
Franklin Templeton
SIMPLE IRA and SEP IRA Plans Employee Workbook
Lit No: RSIM XF
Revised: 05/01/2016
Form ID: 46382
Publish: 04/10/2017
Details
Franklin Templeton
Traditional IRA, Roth IRA, & Rollover IRA Kit
Lit No: RIRA-XF
Revised: 05/01/2016
Form ID: 46383
Publish: 03/31/2017
Details
Franklin Templeton
Beneficiary Designation Information Packet
Lit No: RRET-BFTK
Revised: 07/01/2016
Form ID: 46384
Publish: 03/30/2017
Details
Franklin Templeton
Franklin Templeton Broker Dealer Employee Purchase
Lit No: RRET FNAV
Revised: 08/01/2016
Form ID: 54017
Publish: 02/08/2017
Details
Franklin Templeton
529 College Savings Plan Investor Handbook
Lit No:
Revised: 12/13/2016
Form ID: 55029
Publish: 03/16/2017
Details
Franklin Templeton
eContributions Services Third Party Administrator
Lit No: RECON INSTl
Revised: 10/01/2015
Form ID: 55248
Publish: 04/07/2017
Details

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