
Franklin Templeton Death Claim Form


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People also ask
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What went wrong with Franklin Templeton mutual fund?
Investors were left shaken when Franklin Templeton took the unprecedented decision to wind up six of its debt funds on 23 April 2020. A crippling market dislocation, fed by the onset of the Covid pandemic, had sucked out liquidity from the funds' underlying holdings.
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How to add nominee in Franklin Templeton Mutual Fund?
Fill-in the nomination form; click here to download the form. Provide a written request mentioning folio number and name(s) of nominee, signed by all unit holders (irrespective of the mode of holding) along with nominee name, address and signature of one witness.
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How do I notify Franklin Templeton of death?
Upon the death of an account owner or all joint tenants, the account(s) will be transferred to T/O/D beneficiary(ies). Please call us at (866) 821-7519 to notify us of the Shareholder's passing, and we will discuss the appropriate protections to place on the account.
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How long does it take to get a check from Franklin Templeton?
The proceeds may then be sent by check to the address on file or electronically to a bank account on file. Allow up to 10 calendar days for receipt of a check or 2-3 business days for receipt of an electronic funds transfer.
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What is the phone number for Franklin Templeton retirement services?
Notify us, so we can help. For a plan type not listed, please call us at 800-632-2301 and we can help take you through a bereavement checklist to ensure you have everything you'll need to proceed.
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How do I get transaction access in Franklin Templeton Mutual Fund?
Thus, transaction requests can be sent to transaction@franklintempleton.com (the said email id) which will be dedicated for receiving transaction requests.
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How do I get my money out of Franklin Templeton?
Request a withdrawal whenever you are ready. Log in to your account. Select a beneficiary's account. Select “Make a Distribution” Enter amount and payment method. Submit the request.
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How do I email Franklin Templeton?
To check the status of an application, please either email us at shareholderservices@franklintempleton.com, or call us at (800) 632-2301.
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