Get Franklin Templeton 403b

This guide will help users navigate the process of completing the Franklin Templeton 403b form online. The purpose of the form is to establish a Non-ERISA Covered 403(b) Plan, ensuring you meet all necessary requirements efficiently and accurately.

Follow the steps to complete your Franklin Templeton 403b form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred browser.
2. Begin by filling out the 'Participant Information' section. Provide your first name, middle initial, last name, date of birth (in mm/dd/yyyy format), and your Social Security Number or Tax Identification Number. Ensure to enter your residential street address (no P.O. Box), city, state, and zip code if different.
3. Next, complete the 'Optional Shareholder Privileges' section. Review the cumulative quantity discount provision and, if applicable, identify existing accounts by account numbers.
4. In the 'Investment Instructions' section, specify your investment choices. Carefully indicate the fund name, share class (A or C), and percentage allocation for each selection ensuring the total equals 100%.
5. Complete the 'Telephone Exchange Privileges' section by indicating whether you want these privileges.
6. Input your financial advisor's information, if applicable. This includes their name, firm, and contact details.
7. Designate your beneficiary(ies) in the 'Beneficiary Designation' section. Provide the names, relationships, and share percentages for each beneficiary, checking the appropriate primary or contingent box.
8. Review and complete the 'Authorizing Signature' section. Here, you certify your agreement with the terms outlined in the application. Ensure to date your signature.
9. At the final step, you can save your changes, download the completed form, print it for your records, or share it through your selected method.

Start filling out your Franklin Templeton 403b form online today!