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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.
For assistance with completing forms and documents, please contact your financial professional or Franklin Templeton Retirement Services at (800) 527-2020.
Contact your financial professional, visit franklintempleton or call us at (800) 527-2020.
You will not be charged a separate maintenance for any accounts with Fiduciary Trust International of the South (FTIOS), the custodian for retirement plans offered by Franklin Templeton, unless they are in a differing retirement plan type.
Complete the MFS SIMPLE IRA Application, available from your financial professional, mfs, or by calling MFS at 1-800-637-1255, to set up your own account.
Note: The W-4 form 2024 steps are the same as the W-4 form 2025 steps. Step 1: Enter your personal information. Step 2: Account for all jobs you and your spouse have. Step 3: Claim your children and other dependents. Step 4: Make other adjustments. Step 5: Sign and date your form.