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RET DTC 06/2200275998TRUSTED CONTACT PERSON FORMIMPORTANT INFORMATION: Naming a Trusted Contact Person is optional. Franklin Distributors, LLC (FD, LLC) is providing this form to enable each account

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How to fill out designation of trusted contact

01

Locate the section on the account application form that asks for the designation of a trusted contact.

02

Fill in the full name of the trusted contact individual.

03

Enter the trusted contact's phone number and email address.

04

Confirm the relationship you have with the trusted contact, such as friend, family member, or other.

05

Review the information provided to ensure accuracy before submitting the form.

Who needs designation of trusted contact?

01

Investors or account holders who want to add an extra layer of security and protection to their accounts may benefit from designating a trusted contact.

02

Financial institutions or brokers may also require investors to designate a trusted contact as part of their account opening process.

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What is designation of trusted contact?

Designation of trusted contact is a form that allows an individual to identify a trusted person who can be contacted in case of emergencies or other important situations.

Who is required to file designation of trusted contact?

Individuals who are opening a new account or updating their existing account are required to file designation of trusted contact.

How to fill out designation of trusted contact?

To fill out designation of trusted contact, an individual must provide the name, phone number, and relationship of the trusted contact.

What is the purpose of designation of trusted contact?

The purpose of designation of trusted contact is to ensure that there is a designated person who can be contacted in case of emergencies or other important situations.

What information must be reported on designation of trusted contact?

The information that must be reported on designation of trusted contact includes the name, phone number, and relationship of the trusted contact.

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