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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.
Contact your financial professional, visit franklintempleton or call us at (800) 527-2020.
Download the Franklin Templeton US mobile app to buy, sell, track and manage your accounts right from your Apple® or Android™ phone. Click the link below to learn more or scan the QR code with your phone's camera to download the app!
Our transfer agent is Computershare.
Beneficiary Transfer/ Distribution Request Form — Request a transfer and/or distribution of retirement assets to the beneficiary of an IRA, Roth IRA, SEP IRA, SIMPLE IRA or SAR-SEP account for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.
Methods to cancel a SIP online: Log in to your account: Access your account on the online investment platform. Locate the SIP: Identify the SIP you wish to terminate. Initiate the cancellation process: Follow the platform's guidelines to initiate the cancellation request.
To cancel SIPs offline, the investor must get a cancellation form and fill it up before submitting it to an AMC branch office or an RTA office. Investors can also terminate plans online through the AMC or KRA websites. Online cancellation is significantly more convenient.