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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.
• Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with Fiduciary Trust International of the South (“FTIOS”) as Custodian.
Thus, transaction requests can be sent to transaction@franklintempleton (the said email id) which will be dedicated for receiving transaction requests.
Give us a call at (800) 632-2301.
Allow up to 10 calendar days for receipt of a check or 2-3 business days for receipt of an electronic funds transfer.
Once you've arrived at a specific plan's details page, you will find a telephone number for the 529 plan that you can call to have a representative assist you in finding the answers you are looking for. You can also use the link to visit the plan's website, where you can log in to access your account information.
IMPORTANT INFORMATION: • Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with Fiduciary Trust International of the South (“FTIOS”) as Custodian.
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!