Our transfer agent is Computershare.
Contact your financial professional, visit franklintempleton or call us at (800) 527-2020.
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.