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  • Franklin Templeton Death Claim Forms

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Tant information in Sections 3 and 5 of this form. *This Transfer on Death Registration Form may NOT be used to add or change beneficiaries on any retirement plan with Franklin Templeton Bank & Trust (FTB&T) named as custodian or trustee. Please call (800) 527-2020 for information on how to add or change a beneficiary on an FTB&T retirement plan. Please print clearly in all CAPITAL LETTERS using blue or black ink. 1 ACCOUNT INFORMATION Fund Account number Fund Account number Fund.

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How does a shareholder withdraw money? Sign in to the Franklin Templeton account. On your dashboard find the account you wish to withdraw from. Click on the Sell option and follow the process. The proceeds may then be sent by check to the address on file or electronically to a bank account on file.

Notify us, so we can help. For a plan type not listed, please call us at 800-632-2301 and we can help take you through a bereavement checklist to ensure you have everything you'll need to proceed.

A list of Legg Mason funds and their corresponding fund numbers can be found on Funds Converting to Franklin Templeton Investor Services, LLC. You will also be sent a confirmation statement by mail providing your new fund number(s).

Please call us at (866) 821-7519 to notify us of the trustee(s)'s passing, and we will discuss the appropriate protections to place on the account. Upon the death of a trustee(s), the account(s) will be transferred to the successor trustee(s).

Franklin Templeton Accounts Once logged in, you can update your email from the Edit My Profile page. For all other issues please call us at (877) 236-7932, Monday to Friday, 5:30 A.M.

To make an online withdrawal: Sign in to the Franklin Templeton account. On your dashboard find the account you wish to withdraw from. Click on the Sell option and follow the process. The proceeds may then be sent by check to the address on file or electronically to a bank account on file.

If you have not been registered on franklintempleton.com for at least 15 calendar days, call (800) 527-2020 to request a case number to reference in your email.

1. If contributing to both a Traditional IRA and a Roth IRA for the same tax year, a limit applies to the combined contribution amount. 2. The maintenance fee will be $10 if the aggregate balance of all your accounts linked under the Cumulative Quantity Discount is $50,000 or more at the time the fee is assessed.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232