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How to use or fill out franklin templeton death claim form with our platform
- Click ‘Get Form’ to open the franklin templeton death claim form in the editor.
- Begin by filling out Section 1, which requires your account information. Clearly print the fund names and account numbers for each applicable account.
- In Section 2, select your instruction regarding the TOD beneficiary designation. Choose whether you are designating a new beneficiary, changing an existing one, or opening a new account.
- Proceed to Section 3 to designate your TOD beneficiaries. Provide their full names, addresses, and specify if they are primary or contingent beneficiaries. Ensure that the total share percentages equal 100%.
- If applicable, complete Section 4 for spousal consent if you are designating a beneficiary other than your spouse.
- Finally, sign and date in Section 5. Ensure that any required signature guarantees are included before submitting the form.
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