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Get Non Erisa Covered 403b Plan Franklin Templeton Form

Covered 403(b) Plan Application. If you are not sure whether your plan is covered by ERISA, ask your financial advisor or employer. For assistance, please call your financial advisor or Franklin Templeton Retirement Services at (800) 527-2020. 1 ACCOUNT REGISTRATION First name M.I. Last name Date of birth (mm/dd/yyyy) SSN/TIN Street address of residence (no P.O. Box Address) City State ZIP Mailing address (if different from above) City State ZIP Daytime phone number Evening phone.

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