Get Franklin Templeton Change Of Dealer Form

The Franklin Templeton Change Of Dealer Form is essential for users looking to revise an existing Franklin Templeton fund account. This guide provides clear, step-by-step instructions to ensure that you can successfully complete the form online with ease.

Follow the steps to accurately complete the form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your account information. Only select one type of account authorization – either all accounts registered under your SSN/TIN or Broker Identification Number, all accounts identically registered, or list specific account numbers.
3. Next, enter the new broker-dealer information. Fill in the securities dealer's name, financial advisor's first name, middle initial, last name, suffix, telephone number, email, dealer number, branch address, branch number, city, state, and ZIP code.
4. For accounts that require it, ensure that the new broker-dealer has the necessary 529 plan selling addendum or agreement with Franklin Templeton Distributors, Inc.
5. Proceed to the required signatures section. Each authorized individual must sign and print their name, including the date. Ensure that the signatures match exactly with the names registered on the account.
6. If the form is being submitted by an existing broker-dealer, the signature of an authorized signer for the firm is also required. Include the printed name, title, date, and signature of the authorized signer.
7. Review all the information entered for accuracy. Once verified, save the changes, download, print, or share the completed form as needed.

Complete your Franklin Templeton Change Of Dealer Form online today for a smooth revision process.