Get the free Franklin Templeton IRA Transfer Direct Rollover Form

IRA FOR 12/15 Franklin Templeton IRA Transfer / Direct Rollover Form Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with Fiduciary

How to fill out franklin templeton ira transfer

How to fill out Franklin Templeton IRA transfer:

1. Gather necessary information: Before starting the transfer process, make sure you have all the required information, including your Franklin Templeton IRA account details, the receiving financial institution's information, and any specific forms or documents required for the transfer.
2. Contact Franklin Templeton: Reach out to Franklin Templeton's customer service or your financial advisor to initiate the transfer. They will provide guidance on the specific steps you need to take and any additional paperwork required.
3. Complete the transfer request form: Franklin Templeton will provide you with a transfer request form. Fill out all the necessary information accurately, including your personal details, account information, and the transfer amount.
4. Review the terms and conditions: Read through the terms and conditions associated with the transfer carefully. Ensure you understand any fees, penalties, or restrictions that may apply.
5. Attach any supporting documents: If there are any supporting documents required, such as a copy of your ID or a voided check, make sure to include them with your transfer request form.
6. Double-check your information: Before submitting the transfer request form, review all the information you've provided to ensure accuracy. Any mistakes or missing details can delay the transfer process.
7. Submit the transfer request: Once you are confident that all the necessary information is provided accurately, submit the transfer request form to Franklin Templeton by following their designated submission method. This can be through mail, fax, or an online portal, depending on their procedures.

Who needs Franklin Templeton IRA transfer:

1. Individuals with an existing Franklin Templeton IRA account who wish to transfer their funds to another financial institution.
2. Investors who want to take advantage of different investment options or better service offered by another financial institution.
3. Individuals who have changed jobs and want to move their retirement savings from a previous employer's retirement plan into an individual retirement account (IRA).

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