Get Automatic Rebalancing Service - Franklin Templeton Investments - Ftcinvestorservices

Filling out the Automatic Rebalancing Service form from Franklin Templeton Investments can ensure your investments are aligned with your goals. This comprehensive guide will walk you through each section of the form to help you confidently complete the process online.

Follow the steps to successfully complete your application online:

1. Press the ‘Get Form’ button to download the Automatic Rebalancing Service application form and open it in your preferred editor.
2. In the 'Account Information' section, select whether you would like to set up a new Automatic Rebalancing Service or make changes to your existing one. Fill in the required fields, including your FTI account number, account holder's last and first names, and, if applicable, the joint account holder's information.
3. Move to the 'Target Asset Mix' section. Here, choose the funds and specify the target allocation percentages ensuring they total 100%. Remember, a minimum of 5% per fund is required.
4. In the 'Variance Trigger' section, select the maximum percentage deviation allowed for any fund from its target allocation, keeping in mind the default is set at 2.5%.
5. Next, indicate your preferred 'Rebalancing Frequency' and 'Start Date'. This will direct how often rebalancing occurs (quarterly, semi-annually, or annually) according to your selection.
6. If you are setting up a new service, you may opt for an 'Immediate Rebalancing Request' to rebalance your fund holdings according to the Target Asset Mix specifications.
7. In the 'Special Instructions' section, add any additional commands or notes relevant to your account or preferences.
8. Proceed to the 'Client Authorization' section. Review the terms and conditions, read the disclaimers, and ensure you provide your signature, along with any required signatures from a joint account holder and dealer representative, including the date.
9. After reviewing all provided information for accuracy, you may choose to save your changes, download a copy, print the document, or share it as needed.

Complete your forms effortlessly online for optimal investment management.