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.