Account Options Form - Franklin Templeton Investments

GOF FAO 04/16
Franklin Templeton
Account Options Form
Please complete appropriate section(s) and have ALL applicable owners sign in Section 7.
This form is to be used ONLY if you are revising an existing Franklin Templeton account. Use this form to:
•E
stablish or change Bank Information for any options for
transfers to or from your bank account
• Change Dividend and/or Capital Gains Distribution
and Payment Options
• Establish, change or discontinue an Automatic Investment Plan
• Change your Contact Information
• Establish, change or discontinue a Systematic Withdrawal Plan
• Establish Check Writing
If completing by hand, please print clearly in CAPITAL LETTERS using blue or black ink.
ACCOUNT OWNER NAMES
Primary phone number
( )
Alternate phone number
( )
1 BANK INFORMATION/ELECTRONIC SERVICES AUTHORIZATION1
Please establish/change electronic transfers to or from my bank account. Only one bank account can be linked to my Franklin Templeton account(s) for purchases
and redemptions. If my bank or credit union is not an Automated Clearing House (ACH) member, this service is not available.
If I previously declined the Telephone Redemption Privilege but would like Telephone Purchases, I understand that Telephone Purchases and Telephone
Redemptions via electronic funds transfers between my Franklin Templeton account(s) and my linked bank account are operationally connected. If I complete
this form, I authorize all electronic services on my account(s).
NOTE: These bank instructions will be established for purchases, redemptions and any pre-established systematic withdrawals or dividend/capital gain payments.
If there is a difference between the Franklin Templeton fund account owner(s) and the bank account owner(s), all bank account owners must sign in
Section 7. Additionally, if the registration of the Franklin Templeton fund account(s) and the bank account identified below DO NOT include at least one
common owner, all bank account owners must have their signatures notarized and the account owner(s) signing in Section 7 must also have his or her
signature notarized.
FRANKLIN TEMPLETON FUND-ACCOUNT NUMBER(S)
NAME(S) (PRINT AS SHOWN ON FRANKLIN TEMPLETON ACCOUNT REGISTRATION)
Checking account
Bank name
Bank account number
Savings account
BANK ROUTING NUMBER
Tape a preprinted, voided
check or preprinted savings
account deposit slip here.
Bank account registration
information (your name and
address) cannot be blank
or handwritten.
Do not staple.
NAME(S) (PRINT AS SHOWN ON BANK ACCOUNT REGISTRATION)
J. A. Sample
123 Street
Anywhere, USA 00000
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1. Note: Redemption requests to send proceeds electronically within 15 days of establishing or changing bank instructions must be submitted by completing a Shareholder Request form signature
guaranteed by a bank, savings and loan association, trust company, credit union, broker dealer or any other “eligible guarantor institution” as defined under the rules adopted by the Securities and Exchange
Commission. If your signature is not guaranteed, your proceeds will be sent by check to your address of record until the 15-day period has expired.
(continued)
Questions? Please contact your financial advisor or call Franklin Templeton at (800) 632-2301.
page 1 of 4
2 AUTOMATIC INVESTMENT PLAN – ESTABLISH, CHANGE OR DISCONTINUE
Please check the appropriate box(es) below to establish, change or discontinue an automatic investment plan.
Please discontinue my automatic investment plan from the following fund account number(s).
Please establish or change my automatic investment transfers directly from my bank account (complete Section 1) according to the options selected below.
If Frequency and Investment Date are not selected, we will default to monthly on the 20th. ­­­Please allow up to 15 days from receipt by Franklin Templeton
Investments for initial processing.
FUND-ACCOUNT NUMBER
AMOUNT
START MONTH
FREQUENCY
($50 minimum for each) (select one)
monthly
annually
$ quarterly
INVESTMENT DATE2
(select one)
1st
10th
20th
5th
15th
25th
monthly
annually
$ quarterly
1st
5th
10th
15th
20th
25th
monthly
annually
$ quarterly
1st
5th
10th
15th
20th
25th
monthly
annually
$ quarterly
1st
5th
10th
15th
20th
25th
3 SYSTEMATIC WITHDRAWAL PLAN – ESTABLISH, CHANGE OR DISCONTINUE (Not available for Franklin Mutual Recovery Fund)
Do NOT complete for Retirement Plan accounts with Fiduciary Trust International of the South (“FTIOS”) as custodian or trustee. Please refer to the
plan specific Distribution Request Forms on franklintempleton.com or call Retirement Services at (800) 527-2020 for assistance pertaining to retirement
account distributions.
Please check the appropriate box(es) below to establish, change or discontinue a systematic withdrawal plan.
Please discontinue my systematic withdrawal plan from the following fund account number(s).
lease establish or change my systematic withdrawals on my fund account(s)3 according to the options selected below. If Frequency and Withdrawal Date are
P
not selected, we will default to monthly on the 20th. Please allow at least 15 days from receipt by Franklin Templeton Investments for initial processing.
FUND-ACCOUNT NUMBER3
AMOUNT
START MONTH
FREQUENCY WITHDRAWAL DATE4
($50 minimum for each)
(select one)
(select one)
monthly
semiannually
1st
10th
20th
$ quarterly
annually
5th
15th
25th
monthly
$ quarterly
semiannually
annually
1st
5th
10th
15th
20th
25th
monthly
$ quarterly
semiannually
annually
1st
5th
10th
15th
20th
25th
monthly
$ quarterly
semiannually
annually
1st
5th
10th
15th
20th
25th
Direct payments to my existing Franklin Templeton account number (must be the same class as paying account).5
We will send the proceeds electronically to the bank account you provide in Section 1 or, if a new bank account is not provided, to a pre-established bank
account if one exists. If you do not provide bank information, already have a pre-established bank account on file or choose to direct payments to your
existing Franklin Templeton account, we will send the proceeds to you by check, to your mailing address. Please allow up to 3 business days if the proceeds
are being sent electronically or up to 10 calendar days to receive a check. For electronic transfers, your first distribution may be sent by check to your
address of record while bank information is established for your account.
2. If the Investment Date falls on a weekend or holiday, the transaction will be made on the following business day.
3. Minimum balance of $5,000 per account is required.
4. If the Withdrawal Date falls on a weekend or holiday, the transaction will be made on the following business day.
5. Please attach instructions if directing payments to multiple Franklin Templeton accounts and/or new funds.
page 2 of 4
Questions? Please contact your financial advisor or call Franklin Templeton at (800) 632-2301.
(continued)
4
CHANGE DIVIDEND AND/OR CAPITAL GAINS DISTRIBUTION AND PAYMENT OPTIONS
Do NOT complete for Retirement Plan accounts with FTIOS as custodian or trustee. Please refer to the plan specific Distribution Request Forms on
franklintempleton.com or call Retirement Services at (800) 527-2020 for assistance pertaining to retirement account distributions.
Please change my dividend and/or capital gains distribution and payment options as identified below.
FUND-ACCOUNT NUMBER(S)
CHECK ONLY ONE OPTION FOR EACH.
Reinvest, Pay in cash,6 or Dividends:
Direct to my Franklin Templeton account number7
Capital gains:
Direct to my Franklin Templeton account number7
Reinvest, Pay in cash,6 or 5 CHANGE CONTACT INFORMATION
Please change my contact information as identified below.
FUND-ACCOUNT NUMBER(S)
CURRENT ADDRESS
Street address of residence (no P.O. Box address)
City
State
ZIP
Mailing address (if different from street address)
City
State
ZIP
Street address of residence (no P.O. Box address)
City
State
ZIP
Mailing address (if different from street address)
City
State
ZIP
NEW ADDRESS
New primary phone number (if applicable)
New alternate phone number (if applicable)
( )
6
Email address8
( )
ESTABLISH CHECK WRITING – MONEY FUND ONLY
CHECK WRITING AGREEMENT
Please complete for check writing access to Money Fund account(s) listed below. Minimum check writing amount is $500.
FUND-ACCOUNT NUMBER(S)
A free book of checks will be provided if your account balance is $500 or more.9 Please allow two weeks for delivery.
es, I would like to apply for the convenience of free unlimited check writing and certify and agree that: (1) I am familiar with the prospectus provision discussing “Selling
Y
Shares by Check” and agree that my check writing privileges are subject to the terms of the current prospectus, as it may be amended from time to time; (2) any bank
appointed by you is authorized to accept each check signed by me and to present the check to my Money Fund as my instruction to redeem an equivalent number of my shares
to cover the amount of the check; (3) I understand that the bank will reject and return as unpaid any check that my payee has converted to an electronic debit; (4) I will take care
to protect my checks from unauthorized use and will notify you immediately if any check has been lost or stolen; (5) I will be responsible for any check signed in my name by
someone with my approval (whether given before or after the check is issued) or for my benefit; (6) I will notify you immediately of the death or incapacity of any person who
is authorized to sign my Money Fund checks; and (7) you may require that any check be signed by all owners of my account if you believe in good faith that there is or that
there may be a dispute among those of us with signing authority.
JOINTLY OWNED/CO-TRUSTEE ACCOUNT: Check here only if ALL joint owners’/co-trustees’ signatures will be required on all checks. If this box is not checked, only
ONE SIGNATURE will be required.
6. IMPORTANT: If you choose to have dividends or capital gains paid in cash, we will send the proceeds electronically to the bank account you provide in Section 1 or to a pre-established bank account if one
exists. If you do not provide bank information, already have a pre-established bank account on file, or choose to direct payments to your existing Franklin Templeton account, we will send the proceeds to
you by check, to your current mailing address. Please allow up to 3 business days if the proceeds are being sent electronically or up to 10 calendar days to receive a check. For electronic transfers, your first
distribution may be sent by check to your address of record while bank information is established on your account.
7. You may only reinvest distributions in the same class of shares, except that Class C distributions may be reinvested in Class A shares of any Franklin money fund, and Advisor Class and Class Z
distributions may be reinvested in Class A shares. You may reinvest Class Z distributions in Advisor Class shares of another fund if you qualify to buy that fund’s Advisor Class shares.
8. If you currently receive any electronic documents from Franklin Templeton Investments, future documents will be sent to the email address provided on this form, replacing any prior email address on file.
9. If your opening account balance is less than $500, when your balance reaches $500, please call us or, if you’re registered on our website, visit franklintempleton.com to order a free book of checks.
(continued)
Questions? Please contact your financial advisor or call Franklin Templeton at (800) 632-2301.
page 3 of 4
7
AUTHORIZED SIGNATURES
By signing below I certify and agree that if I request transfers to or from my deposit account identified in Section 1 (“Bank Account”), I authorize Franklin Templeton Investor
Services, LLC (“Franklin Templeton”) to initiate electronic debits and/or credits to the Bank Account identified in Section 1 and on the enclosed voided check or
savings account deposit slip, when instructed to do so by me or by my financial advisor, whether online, electronically, by telephone or otherwise (and to make, if
necessary, adjusting transfers if any amounts are transferred in error). If the Franklin Templeton account(s) and Bank Account include at least one common owner,
I certify that the signature(s) of the Franklin Templeton account owner(s) alone is/are sufficient to authorize debits from the referenced Bank Account.
I understand and agree that this authorization will remain in full force and effect until Franklin Templeton has received notification (whether by telephone
or in writing) from one of the Franklin Templeton Fund Account shareholders that this authorization is terminated, and Franklin Templeton and the financial
institution have had a reasonable opportunity to act on the notification. I also agree that Franklin Templeton may make additional attempts to debit/credit the
Bank Account if the initial attempt fails, and if a transfer is denied by the bank for any reason, Franklin Templeton will discontinue this authorization.
All registered fund account owners and any additional bank account owners must sign this section of the Account Options Form.
SIGNATURE
SIGNATURE
Date
X
Date
X
If the registration of the Franklin Templeton Fund account(s) and bank account DO NOT include at least one common owner, a notary stamp or seal is required
for all Franklin Templeton account owners and all bank account owners. If required, please have each signature separately notarized by a notary public.
On
before me,
personally appeared
Date
Name of Notary Public
Name(s) of Signer(s)
Who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me
that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity
upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of
that the foregoing paragraph is true and correct.
Name of state in which Notary is licensed
WITNESS my hand and official seal.
X
(Signature of Notary Public)
PLACE NOTARY STAMP/SEAL HERE
PLACE NOTARY STAMP/SEAL HERE
BEFORE YOU SUBMIT…
SECTION 1
SECTION 7
If the options selected require bank information, did you include a preprinted voided
check for your checking account or a preprinted deposit slip for your savings account?
All registered Franklin Templeton and any other additional bank account owners
named in Section 1 are required to sign and date the form. Did you provide all
required signatures and/or notary stamps/seals.
SECTIONS 2 AND 3
Did you provide the amount, start month, frequency, and investment or
withdrawal date?
PLEASE MAKE A PHOTOCOPY
OF THE COMPLETED FORM
FOR YOUR RECORDS
Please mail to
Overnight
© 2016 Franklin Templeton Investments. All rights reserved.
Fax Numbers*
Franklin Templeton Investments
P.O. Box 33033
St. Petersburg, FL 33733-8033
(916) 463-4521
or
(727) 299-8706
Franklin Templeton Investments
100 Fountain Parkway
St. Petersburg, FL 33716-1205
*Faxed forms are not accepted if signature guarantee
stamps are required or if telephone privileges were
previously declined.
GOF FAO 04/16