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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.
Complete the process in five easy steps: Log in to your account. Select a beneficiary's account. Select “Make a Distribution” Enter amount and payment method. Submit the request.
Jeff Masom, CFA®
Franklin Templeton Investments Headquarters in San Mateo, California Key people Jennifer M. Johnson (president and CEO) Gregory E. Johnson (executive chairman) Rupert H. Johnson Jr. (vice chairman) Products Asset management Wealth management Alternative investment Revenue US$7.85 billion (2023)17 more rows
Over the past decade, Franklin Templeton has transformed into one of the world's largest asset managers built on a foundation of close partnerships with our clients and meeting their need for expertise across every major asset class in both public and private markets.
Brokerage accounts may have trading fees but no management fees, whereas mutual funds typically come with management fees and possibly other charges. Brokerage accounts can offer higher returns but also come with higher risks. Mutual funds tend to be more stable but might offer lower returns.
Though much has changed in its more than 75-year history, Franklin Templeton's focus remains helping people all over the world achieve the most important financial milestones of their lives.
Any material updates regarding these matters will be disclosed in Franklin Resources, Inc.'s Form 10-Q or Form 10-K filings with the U.S. Securities and Exchange Commission. As a regulated investment company, the Fund generally pays no federal income tax on the income and gains it distributes to you.
FTDI is a broker-dealer registered with the Commission and headquartered in St. Petersburg, Florida. FTDI provides sales and marketing services and acts as the principal underwriter and distributor of shares of most of the U.S.-registered mutual funds in the Franklin Templeton Investments complex.
The company was founded in 1947 in New York by Rupert H. (Harris) Johnson Sr. (1900–1989), who ran a successful retail brokerage firm from an office on Wall Street. He named the company for American polymath Benjamin Franklin because Franklin espoused frugality and prudence when it came to saving and investing.
Please call us at (800) 632-2301 with any questions.