The below forms are for Franklin Templeton funds. Do NOT use these forms for Western Asset Money funds. General.Use this form to change or add a broker-dealer on an existing Franklin Templeton fund account. How do I fill this out? Use this form to make account information changes to your existing Franklin Templeton Charitable Giving Program account. Complete Section 1 in its entirety. Enter the information that needs to be modified, the right entry, and the incorrect entry in a table of three columns. Updating Beneficiary Information: To change or add a beneficiary on an existing account. Frequently Asked Question. Here you will find the Application Forms and Bank Transfer Forms for our Luxembourg registered funds as well as our Application Form user-guide.