Franklin templeton beneficiary distribution request form 2026

1. Click ‘Get Form’ to open the franklin templeton beneficiary distribution request form in our platform.
2. Begin by filling out the ACCOUNT OWNER/PARTICIPANT (DECEDENT) INFORMATION section. Enter the decedent’s name, Social Security Number (SSN), date of birth, and fund-account number(s). Check all applicable retirement plan types.
3. Next, complete the BENEFICIARY INFORMATION section. Provide details for each named beneficiary, including their SSN/ITIN, date of birth, and contact information. Ensure accuracy as this information is crucial for processing.
4. In the ONE-TIME DISTRIBUTION AMOUNT AND INSTRUCTIONS section, select your preferred distribution method and specify amounts or percentages as needed. Review the instructions carefully to ensure compliance with minimum distribution requirements.
5. Finally, sign and date the form in the BENEFICIARY’S CERTIFICATION AND AUTHORIZATION section. If required, ensure that your signature is guaranteed according to the guidelines provided.

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