FOR KYC COMPLIED FOLIO ACCOUNT: Change of address should be submitted in KYC change form. FOR NON KYC FOLIOS ACCOUNT: Attach self attested 1.
The Trustee of Franklin Templeton decided to wind up six of our debt schemes in April 2020. The difficult decision was taken because the markets had become illiquid due to the severe impact of COVID-19. The sole objective of this decision was to safeguard value for our investors.
Contact information By phone: (800) 321-8563 (Monday - Friday, 6 a.m. - 4 p.m. PT) By fax: (650) 312-4000 or (650) 525-8937 (anytime) By email: ftinstitutional@franklintempleton. By U.S. mail: Franklin Templeton Institutional Services. Trading Deadlines. Bank information. ABA routing number. Credit account number:
To update your address details: Submit a CKYC Form along with a self-attested Proof of Address and PAN/any other proof of Identity at any of the Investor Service Centre (ISC) of any mutual fund.
For security reasons address or bank details cannot be changed through our website. You would need to submit a physical request for the same. To know the documents required, please contact us.
All owners/authorized parties must sign the form. Redemptions requested by telephone will be restricted for 15 days following an address change. As an alternative to completing this form, an address change can be requested online at Putnam (some restrictions may apply).
How to change default bank account in AMC/RTAs via MF Central Log in with your PAN Number. Navigate to “Submit Service Requests” and select “Change Bank Account Details.” Choose the Folio No. Enter the new bank account details (Account No., IFSC, Type of Account) and upload the required documents.
Online Method Log in to your demat account online. Go to the “mutual funds” section and select the “transfer” option. Choose the mutual fund scheme you want to transfer and enter the number of units you want to move. Select your demat account as the destination. Review the transaction details and submit the request.
Online Log into your Internet banking account using CRN/login ID & password. Find the profile section to update your personal information. Click on edit profile details. Add/edit your name. Review the updated name and click on confirm. The bank may send an OTP to your registered mobile number to verify the update.