Get Franklin Templeton Ira Transfer Request Form

Transferring your IRA to Franklin Templeton can be a straightforward process when utilizing the IRA Transfer Request Form. This guide provides clear and detailed instructions to help you successfully complete the form online.

Follow the steps to fill out the Franklin Templeton IRA Transfer Request Form online.

1. Click ‘Get Form’ button to access the form and open it in your preferred editor.
2. Fill in the account owner information, including your first name, middle initial, last name, date of birth, and social security number or taxpayer identification number. Provide your street address and any mailing address if it differs.
3. Enter your daytime and evening phone numbers, selecting whether you are a U.S. citizen or a resident alien or a nonresident alien.
4. In the transfer instructions section, identify your current IRA custodian by providing their name and daytime phone number. Enter the address of the current custodian, and select the type of IRA you wish to transfer by checking the appropriate box.
5. Specify the mutual fund or investment you are transferring from, including your account number, and indicate the amount or percentage you wish to transfer. Ensure that any requested transfers are to be liquidated unless you are transferring Franklin Templeton fund shares.
6. If applicable, include any special instructions regarding certificates of deposit (CDs) indicating when you would like the transfer processed.
7. In the investment instructions section, refer to the list of available funds and specify which funds you would like your assets to be allocated to, including any account numbers and the corresponding amounts or percentages.
8. Review the total allocation to ensure it equals 100% and that you meet the minimum investment requirement for each chosen fund.
9. Provide your signature in the authorizing signature section, certifying your request to transfer assets and confirming that none of the assets include any required minimum distributions.
10. If necessary, complete any signature guarantee requested by your current custodian.
11. After filling out all necessary sections, finalize your form by saving changes, and choose to download, print, or share the completed form.

Begin completing your Franklin Templeton IRA Transfer Request Form online today.