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Trusted Contact Person FormIMPORTANT INFORMATION: Do NOT use this form if a broker dealer/financial professional is listed on the account. Naming a Trusted Contact Person is optional. Franklin Distributors,
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How to fill out who is your trusted

01
Log in to the respective platform or application where you are required to fill out the 'who is your trusted' section.
02
Locate the section that asks for information about your trusted individual.
03
Enter the full name of the person you trust the most.
04
Provide their contact information such as their phone number or email address.
05
Confirm the details entered are accurate and save the information.

Who needs who is your trusted?

01
Individuals who want to designate someone they trust to make decisions on their behalf in case they are unable to do so.
02
People who want to ensure that their affairs are managed by a trusted individual in their absence.
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Who is your trusted? is a form used to identify and provide details about trusted individuals or entities in a specific context, often relating to legal, financial, or organizational matters.
Individuals or businesses that have designated trusted contacts, such as financial trustees, guardians, or authorized representatives, are required to file who is your trusted.
To fill out who is your trusted, provide the required personal information of the trusted individual or entity, including name, contact information, relationship to the filer, and any other relevant details specified on the form.
The purpose of who is your trusted is to ensure that there is a clear record of trusted individuals or entities that can be contacted or consulted regarding specific legal or financial matters.
Information that must be reported includes the full name, address, phone number, email address, and the nature of the trust relationship with the trusted individual or entity.
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