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This document is an application for setting up an automatic investment plan with Franklin Templeton, allowing transfers from a bank account to investment accounts in Franklin Templeton Funds.
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How to fill out automatic investment plan application

How to fill out Automatic Investment Plan Application
01
Obtain the Automatic Investment Plan Application form from your financial institution.
02
Fill in your personal information such as your name, address, and contact details.
03
Provide your Social Security Number (SSN) or Tax Identification Number (TIN) for identification.
04
Indicate the investment account type you wish to open (e.g., individual, joint, or retirement account).
05
Specify the amount you wish to invest regularly and the frequency of the investment (e.g., weekly, monthly).
06
Choose the specific investments or funds you want to invest in.
07
Review the terms and conditions of the Automatic Investment Plan.
08
Sign and date the application form.
09
Submit the completed form to your financial institution, either online, by mail, or in person.
Who needs Automatic Investment Plan Application?
01
Individuals looking to invest regularly without actively managing their investments.
02
People who want to build savings over time through automated contributions.
03
Investors interested in dollar-cost averaging to reduce the impact of volatility.
04
Those seeking a disciplined approach to investing in mutual funds, stocks, or other assets.
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Can I opt out of Schwab's intelligent portfolio?
By signing this form, you are requesting to unenroll your Account listed below from the Schwab Intelligent Portfolios program or the Schwab Intelligent Portfolios Premium program.
How much does Charles Schwab intelligent portfolio cost?
Schwab Intelligent Portfolios Premium at a glance Account minimum $25,000. Account management, planning or subscription fee $30 monthly subscription fee. Setup or onboarding fee One-time $300 planning fee.5 more rows • Oct 30, 2024
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What is Automatic Investment Plan Application?
An Automatic Investment Plan Application is a financial tool that allows investors to automate their investment contributions into a specific financial account or investment vehicle on a regular basis.
Who is required to file Automatic Investment Plan Application?
Individuals who wish to set up an automatic investment plan, typically for purposes of saving or investing regularly, are required to file an Automatic Investment Plan Application.
How to fill out Automatic Investment Plan Application?
To fill out the Automatic Investment Plan Application, an individual must provide personal identification information, bank account details for fund transfers, investment preferences, and specify the amount and frequency of the investment.
What is the purpose of Automatic Investment Plan Application?
The purpose of the Automatic Investment Plan Application is to facilitate regular and consistent investment contributions, thereby promoting savings discipline and potentially increasing investment growth over time.
What information must be reported on Automatic Investment Plan Application?
The information that must be reported on the Automatic Investment Plan Application includes the investor's name, contact information, social security number, bank account details, desired investment amount, frequency of investments, and preferred investment options.
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