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  • Franklin Templeton Shareholder Request Form

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T Number(s): Print Name Print Name Date Date X Signature X Signature SIGNATURE GUARANTEED BY: Stamp or Seal of Eligible Guarantor Institution with Authorized Signature SIGNATURE GUARANTEED BY: Stamp or Seal of Eligible Guarantor Institution with Authorized Signature Please have your* signature guaranteed by a bank, savings and loan association, trust company, credit union, broker/dealer, or any other eligible guarantor institution as defined under the rules adopted by th.

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How to fill out the Franklin Templeton Shareholder Request Form online

The Franklin Templeton Shareholder Request Form is a crucial document for managing your investment accounts. This guide will provide you with clear and detailed instructions on how to complete this form efficiently and accurately online.

Follow the steps to fill out the form online effectively.

  1. Press the ‘Get Form’ button to access the Franklin Templeton Shareholder Request Form and open it in your form editor.
  2. In the designated space, input your account number(s). Make sure your account information is accurate to ensure proper processing.
  3. Next, provide your printed name. If multiple individuals are involved, ensure that each person's name is printed clearly in the given fields.
  4. Indicate the date next to your printed name. It is important to use the current date when filling out the form.
  5. Sign the form in the provided signature fields. If more than one signature is needed, remember that each must have its own designated area.
  6. Obtain a signature guarantee by having it stamped or sealed by an eligible guarantor institution. Ensure that an authorized signature accompanies the guarantee.
  7. After completing all sections of the form, review it for accuracy and completeness.
  8. Finally, you can save your changes, download the completed form, print it, or share it as necessary.

Take action now to complete your Franklin Templeton Shareholder Request Form online!

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For Equity funds, your money will be deposited in your bank A/C within T+2 business days of successful amount/units withdrawn. For International & Gold funds, your money will be deposited in your bank A/C within T+4 business days of successful amount/units withdrawn.

How does a shareholder withdraw money? Sign in to the Franklin Templeton account. On your dashboard find the account you wish to withdraw from. Click on the Sell option and follow the process. The proceeds may then be sent by check to the address on file or electronically to a bank account on file.

Online. Log in to your account. Once logged in, scroll down to your Education Savings Portfolios, and from the drop down, choose Sell Shares.

You can either request a check or transfer to another bank via Automated Clearing House (ACH). All requests must be made by the account owner. Franklin Templeton does not take distribution instructions from a beneficiary.

To access your fund and account information you will need to register. To register you will need your social security number and your new fund number along with your account number to establish account access.

Quarterly Asset Summary Statements are available online by logging into your account and clicking the “Statements & Tax Documents” link under the “Transactions” drop-down menu.

In April 2020, Franklin Templeton India Mutual Fund shocked investors when it abruptly wound up six debt funds. COVID-19 had been declared a pandemic in March. As the viral disease spread across the world, equity markets had fallen by 37 percent in 40 days and debt markets froze.

Client Dealer Services By Phone or Fax. Phone lines and e-mails are managed from 8.30 a.m. to 5 p.m. (EST), Monday to Friday. U.S. Toll Free: 800-239-3894. Canada Toll Free: 888-485-5448. ... By Mail. Franklin Templeton. Offshore Client Dealer Services. 100 Fountain Parkway. St. Petersburg, Florida 33716. By Email. Email Us.

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