Get Franklin Templeton Account Options Form

This guide will provide comprehensive instructions on how to complete the Franklin Templeton Account Options Form online. Whether you are revising an existing account or changing your payment options, these steps will ensure that the process is straightforward and efficient.

Follow the steps to successfully fill out the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the Account Owner Names section, enter your full name as it appears on your Franklin Templeton account. Include your daytime phone number in the specified format.
3. For Bank Information/Electronic Services Authorization, specify whether you want to establish or change electronic transfers to or from your bank account. Ensure only one bank account is linked for purchases and redemptions.
4. Indicate the type of bank account (checking or savings) and provide the name and account number of your bank. Attach a preprinted voided check or a deposit slip as directed.
5. In the Automatic Investment Plan section, check the appropriate box to establish, change, or discontinue an automatic investment plan. Complete the relevant fields including fund account numbers, investment amounts, frequency, and investment dates.
6. For the Systematic Withdrawal Plan, indicate if you wish to establish or change this plan. Provide similar information as in the previous step, including fund account numbers and withdrawal details.
7. In the Change Dividend and/or Capital Gains Distribution section, select how you would like dividends and capital gains distributed for each account number provided.
8. Update your contact information by filling out the Current Address and New Address sections. Include new primary and alternate phone numbers if applicable.
9. In Section 6, all registered account owners must sign. If required, ensure that each signature is guaranteed as specified.
10. After completing the form, review all details for accuracy. Save the changes, then download, print, or share the form as needed.

Complete your Franklin Templeton documents online to ensure a smooth process.