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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
The company was founded in 1947 in New York by Rupert H. (Harris) Johnson Sr. (1900–1989), who ran a successful retail brokerage firm from an office on Wall Street. He named the company for American polymath Benjamin Franklin because Franklin espoused frugality and prudence when it came to saving and investing.
FTDI is a broker-dealer registered with the Commission and headquartered in St. Petersburg, Florida. FTDI provides sales and marketing services and acts as the principal underwriter and distributor of shares of most of the U.S.-registered mutual funds in the Franklin Templeton Investments complex.
Charles Schwab is the largest brokerage firm by AUM, managing $10.31 trillion in assets as of the end of November 2024. Vanguard is the only other brokerage with AUM close to Vanguard's.
For assistance with completing forms and documents, please contact your financial professional or Franklin Templeton Retirement Services at (800) 527-2020.
Over the past decade, Franklin Templeton has transformed into one of the world's largest asset managers built on a foundation of close partnerships with our clients and meeting their need for expertise across every major asset class in both public and private markets.