Forms & Applications

IRA Application

Code: RIRA-APP

Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.

Retirement Plan Designation of Beneficiary Form

Code: RRET-FBEN

Use this form to name Primary or Contingent Beneficiaries for any Fiduciary Trust International of the South (FTIOS) retirement account.

403(b) Plan Distribution Request Form

Code: R403B-FDIST

Use this form to request a distribution from your 403(b) account. Please note: Generally this form must be certified by your employer or an authorized third party.

IRA Distribution Request Form

Code: RIRA-FDIST

Use this form to request a distribution from a Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.

Beneficiary Distribution Request Form

Code: RRET-FBDST

Use this form to request a distribution to the beneficiary of an IRA, SEP, SAR-SEP, 403(b), Profit-Sharing or Money Purchase Pension Plan account.

IRA Transfer/Direct Rollover Form

Code: RIRA-FTR

Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with FTIOS as Custodian.

403(b) Plan Transfer/Direct Rollover Request Form

Code: R403B-FTRAN

Use this form to transfer all or part of your 403(b) Plan from another institution to Franklin Templeton. You will also need to complete a 403(b) Plan Application, if you haven't already done so.

403(b) Employee's Kit

Code: R403B-XPAKE

Includes a brochure, forms, fund list and disclosure--everything an employee needs to open a Franklin Templeton 403(b).

IRA Disclosure Statement(s) Booklet (includes Traditional, Roth, SIMPLE IRA)

Code: RIRA-DSBK

Includes Custodial Account Agreements and Disclosure Statements for Traditional, Roth, Rollover, SIMPLE and SEP IRAs.

Notification of Excess/Ineligible Contributions

Code: RIRA-FEXES

Use this form if an excess contribution was made to a retirement plan.

FT 403(b) Non-ERISA Plan Application

Code: R403B-APPNE

Use this form to establish a Non-ERISA 403(b) Plan account. Employers and TPAs: An eContributions Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts

529 Application and Investor Handbook

Code: 529-APPO

Now it's easy to open your Franklin Templeton 529 College Savings Plan, offered nationwide by the New Jersey Higher Education Student Assistance Authority (HESAA).

529 Revision Form

Code: 529-FREV

Use this form for Franklin Templeton 529 Plan account revisions, such as change of address, Account Owner, Beneficiary, investment option or to establish or modify an automatic investment plan.

529 Withdrawal Form

Code: 529-FWD

Use this form to withdraw assets from your Franklin Templeton 529 College Savings Plan account.

Coverdell Education Savings Distribution Request Form

Code: REDSA-FDIST

Use this form to request a distribution from a Coverdell ESA account.

529 Automatic Investment Plan Application

Code: 529-APPAI

This form is used to establish or change an automatic investment plan from your bank account into an existing Franklin Templeton 529 College Savings Plan.

529 Rollover/Transfer Request Form

Code: 529-FROLL

Use this form to request a rollover or transfer from another Section 529 program, ESA, Series EE or I Savings Bond, UGMA/UTMA or other investment to a Franklin Templeton 529 College Savings Plan Account.

Franklin Templeton Coverdell Education Savings Account Investor Kit

Code: REDSA-XPAK

Includes Forms & Disclosure Booklet-- everything needed to open a Franklin Templeton Coverdell Education Savings Account.

Franklin Templeton Coverdell Education Savings Account Forms & Disclosure Booklet

Code: REDSA-XFDBK

Contains Franklin Templeton Coverdell Education Savings Account application, forms, account agreement and disclosure statement.

Coverdell Education Savings Account Transfer of Assets/Change of Beneficiary

Code: REDSA-WTRAN

Transfer an existing Coverdell Education Savings Account to Franklin Templeton, or change the beneficiary of an Education Savings account.

Franklin Charitable Giving Program Donor Circular and Forms

Code: CGP-FCIRC

Brochure includes all materials needed to open a new Franklin Charitable Giving Program account.

Franklin Charitable Giving Program Grant Recommendation Form

Code: CGP-FGRNT

Use this form to recommend a grant from your Franklin Charitable Giving Program account.

Franklin Charitable Giving Program Donor Contribution Agreement

Code: CGP-APP

Use this form to establish an account in Franklin Charitable Giving Program.

Franklin Charitable Giving Program Account Information Change Request

Code: CGP-FCHGE

Use this form to make account information changes to your existing Franklin Charitable Giving Program account.

Franklin Charitable Giving Program Additional Contribution Agreement

Code: CGP-FACA

Use this form to make additional contributions to your existing Franklin Charitable Giving Program account.

Franklin Charitable Giving Program Asset Reallocation Request Form

Code: CGP-FALL

Use this form to make an adjustment to the asset allocation of your existing Franklin Charitable Giving Program account.

Franklin Charitable Giving Program Asset Transfer Request Form

Code: CGP-FTRAN

Use this form to transfer securities held at a financial institution to your Franklin Charitable Giving Program account.

Franklin Charitable Giving Program Change of Broker-Dealer Form

Code: CGP-FCOD

Use this form to change or add a broker-dealer on an existing Franklin Charitable Giving Program account