Change Shares To Beneficially Held In Franklin
Description
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FAQ
Obtain the 'Nomination Change Form' from the LIC website or your nearest LIC branch. Fill in the policy, existing, and new nominee details accurately. Provide reasons for the nominee change (if required). Attach supporting documents such as identity and relationship proof with the new nominee (if applicable).
If you have a retirement plan with Fiduciary Trust International of the South (part of the Franklin Templeton organization) as custodian and would like to change your beneficiary of record, please visit franklintempleton (click the “Forms and Literature” tab, search for “beneficiary”) or call (800) 527-2020 to ...
Via NetBanking Step1. Login to NetBanking using your NetBanking ID and Password and then go to > Funds Transfer > Request > Add a Beneficiary. Step2. Select the “Transaction Type” from Funds Transfer section in NetBanking and click on the “GO” icon. Step3. Select account, beneficiary and enter the relevant details. Step4.
If you have a brokerage account, contact the broker for instructions. Most likely, the broker will send you a form on which you'll name beneficiaries to inherit your account. From then on, the account will be listed in your name, with the beneficiary's name after it, like this: "Evelyn M. Meyers, TOD Jason Meyers."
Yes, you may add a beneficiary to various bank accounts including checking, savings and retirement accounts. This can generally be done online via your bank's website or app, or in person at a local branch.
You can name an alternate beneficiary, if your broker's policies allow it, when you register securities in transfer-on-death form. If you do, and the primary TOD beneficiary dies before you do, the alternate will inherit.
