403(b) Plan Distribution Request Form - Franklin Templeton 2025

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You can request a withdrawal online, by mail, or by phone. Withdrawals for qualified education expenses are tax-free. Non-qualified withdrawals are subject to income tax and a 10% federal penalty on the earnings portion.
Give us a call at (800) 632-2301.
How does a shareholder withdraw money? Sign in to the Franklin Templeton account. On your dashboard find the account you wish to withdraw from. Click on the Sell option and follow the process. The proceeds may then be sent by check to the address on file or electronically to a bank account on file.
Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends ing to your state law.
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