Get Franklin Templeton Direct Rollover Request Form

The Franklin Templeton Direct Rollover Request Form is designed to assist users in transferring assets from an employer-sponsored retirement plan into a Rollover IRA with Franklin Templeton Bank & Trust as custodian. This guide provides a clear, step-by-step approach to help users navigate the form easily and efficiently.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to access the Franklin Templeton Direct Rollover Request Form and open it in your preferred document editor.
2. Begin with the 'Account Owner Information' section. Fill in your first name, middle initial, last name, date of birth, and Social Security Number or Tax Identification Number. Next, provide your street address (do not use a P.O. box), city, state, and ZIP code. If your mailing address differs from your residence, provide that information as well.
3. Move to the 'Former Employer/Custodian Information' section. Indicate the type of plan assets you are rolling over by selecting the appropriate option (401(k), 403(b)/TSA, or Other). If applicable, enter your account number and specify if you wish to distribute 100% of the retirement plan assets or a partial amount, detailing the specific dollar amount or percentage. Include the employer or custodian name and their daytime phone number along with the address.
4. In the 'Investment Instructions' section, refer to the enclosed fund listing for investment options. Specify the fund name, account number, and allocation amount or percentage for each fund you wish to invest in. Ensure that the total allocation equals 100%. Remember, a minimum initial investment of $250 is required for each fund.
5. Proceed to the 'Authorizing Signature' section. Confirm that you have established an IRA with Franklin Templeton Bank & Trust. Provide the date and sign to authorize the rollover. If a signature guarantee is required by your current custodian, ensure it is included.
6. Lastly, review the 'Franklin Templeton Bank & Trust’s Acceptance' information, ensuring you understand where to submit your rollover request. If you have any questions, refer to the contact information provided for assistance.
7. Once all sections are completed, save your changes and consider downloading, printing, or sharing the form as necessary.

Complete your Franklin Templeton Direct Rollover Request Form online for a smooth asset transfer experience.