Beneficiary Distribution Request Form - Franklin Templeton 2026

1. Click ‘Get Form’ to open the Beneficiary Distribution Request Form in the editor.
2. Begin by filling out Section 1, which requires the decedent's information. Enter the decedent’s name, Social Security Number (SSN), date of birth, and account number(s).
3. In Section 2, provide your details as the beneficiary. Include your name, date of birth, Tax Identification Number (TIN), and address. Ensure all fields are completed accurately.
4. If applicable, complete Section 3 for employer or plan administrator signature if you are dealing with a 403(b) plan.
5. Proceed to Section 4 for distribution instructions. Specify whether you want a partial or full distribution and provide necessary details regarding payment methods.
6. In Section 5, make your withholding election for federal and state taxes based on your preferences.
7. Finally, review all sections for accuracy before signing in Section 9. Ensure that any required supporting documents are attached.

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