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FRANKLIN TEMPLETON QDR DISTRIBUTION REQUEST FORM (Do not use for IRA Divorce Transfer ? Instead, use IRA Distribution Request Form) INSTRUCTIONS: This form is to be used only for distributions that

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How to fill out franklin templeton qdro distribution

How to fill out Franklin Templeton QDRO distribution:

01

Start by obtaining the necessary forms from Franklin Templeton or their website. These may include a QDRO Distribution Request Form and any other required documentation.

02

Carefully review the QDRO guidelines provided by Franklin Templeton to understand the specific requirements and conditions for a distribution.

03

Fill out the QDRO Distribution Request Form accurately and completely, providing all requested information such as account details, personal information, and distribution instructions.

04

Ensure that you have attached any required supporting documentation, such as a copy of the divorce decree or court order specifying the QDRO.

05

Double-check the completed form for any errors or missing information before submitting it to Franklin Templeton. Incomplete or incorrect forms may cause delays in processing.

06

Submit the filled-out form and any supporting documentation to Franklin Templeton by following their preferred submission method, such as online submission, fax, or mail.

07

Keep a copy of the completed form and any supporting documentation for your records.

Who needs Franklin Templeton QDRO distribution?

01

Individuals who are going through a divorce and have a Franklin Templeton retirement account that is subject to a Qualified Domestic Relations Order (QDRO).

02

Divorce attorneys or legal professionals who are assisting clients in dividing retirement assets, including those held with Franklin Templeton.

03

Spouses or former spouses who have been awarded a portion of a Franklin Templeton retirement account through a divorce settlement or court order may also need the QDRO distribution process.

Note: It is recommended to consult with a legal or financial professional for specific guidance related to your individual circumstances when filling out a Franklin Templeton QDRO distribution form.

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