Get Franklin Templetonb403b

This guide provides users with clear and actionable steps for completing the Franklin Templeton 403(b) Plan Transfer Request Form online. Our goal is to ensure that you understand each section and fill out the form accurately and efficiently.

Follow the steps to complete your 403(b) transfer request.

1. Press the ‘Get Form’ button to download the form and open it in your preferred document editor.
2. Begin by entering your personal information in the Participant Information section. This includes your first name, middle initial, last name, date of birth, and Social Security number or Tax Identification Number. Provide your residential address (no P.O. Box), including city, state, and ZIP code. If your mailing address differs, include that information as well, along with your daytime and evening phone numbers.
3. In the Transfer Instructions section, specify the name of your current 403(b) custodian and their daytime phone number. Enter their address details, along with your account number(s). Attach a copy of a recent account statement. Indicate the mutual funds or investments you wish to transfer, specifying the amounts or percentages for each and whether it is a full or partial transfer.
4. Complete the Investment Instructions section by indicating how you would like your proceeds to be invested at Franklin Templeton. List the names of the funds, your account number, and the allocation percentages. Ensure the total allocation equals 100%. If you don't provide an account number, a new 403(b) Plan Application must accompany this request.
5. In the Employer-Sponsor Authorization section, confirm whether the employer-sponsor of your Franklin Templeton 403(b) is the same as that of your current account. A representative from your employer must sign and date this section.
6. The Participant’s Authorization section requires your signature and date to authorize the transfer of assets to Franklin Templeton. If necessary, obtain a medallion signature guarantee.
7. Finally, make sure to review your form for accuracy. You can save changes, download, print, or share the form as needed.

Complete your Franklin Templeton 403(b) transfer request online today!