Transfer on Death Registration Form

Franklin Templeton
Transfer on Death Registration Form
Use this Transfer on Death Registration Form to designate or change your Transfer on Death (TOD) beneficiary(ies) on one or more of
your existing Franklin Templeton mutual fund account(s) registered in your single name or as joint tenants with rights of survivorship.*
Please note, the name(s) of the TOD beneficiary(ies) will not appear on your account registration. Please review the important information
in Sections 3 and 5 of this form.
*This Transfer on Death Registration Form may NOT be used to add or change beneficiaries on any retirement plan with Franklin Templeton Bank & Trust (FTB&T) named as custodian or trustee. Please
call (800) 527-2020 for information on how to add or change a beneficiary on an FTB&T retirement plan.
Please print clearly in all CAPITAL LETTERS using blue or black ink.
1 ACCOUNT INFORMATION
Please provide your Franklin Templeton Fund Account Number(s) OR your Franklin Templeton Asset Summary Number(s):
Please provide the current registration of the applicable account(s) (include name(s) of all registered owner(s):
Please provide the state of residence of the registered owner(s)1
Primary phone number
Alternate phone number
( )
( )
Email address2
1. A Transfer on Death designation is not allowed for residents of the state of Louisiana.
2. 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.
2INSTRUCTIONS
Please select one of the options below as your instruction to Franklin Templeton Investor Services, LLC:
Designate a TOD beneficiary(ies) on the account(s) identified in Section 1.
Change the previously designated TOD beneficiary(ies) on the account(s) identified in Section 1.
3 BENEFICIARY DESIGNATION
• Please complete the below Beneficiary Designation. The account owner(s) may not be listed as a beneficiary.
• The total primary beneficiary percentage allocation and total contingent beneficiary (if any) percentage allocation must EACH equal 100%.
• This designation supersedes any prior beneficiary designations that you have made.
Please indicate the name(s) of the beneficiary(ies) you wish to designate to receive your account(s) upon your death. You may designate one
or more primary and one or more contingent beneficiaries. Primary beneficiaries will share equally unless you specify certain percentages,
which must total 100%. No beneficiary (primary or contingent) will receive any shares prior to your death or the death of the last surviving
joint tenant (if applicable). If a primary beneficiary does not survive you or the last surviving joint tenant (if applicable), his/her interest passes
proportionately to the primary beneficiaries who survive you or the last surviving joint tenant (if applicable), unless your state law 1) dictates
a different application, or 2) expressly permits you to designate otherwise and you do so. If no primary beneficiary(ies) survive(s) you or the
last surviving joint tenant (if applicable) and you have designated a contingent beneficiary(ies), the contingent beneficiary(ies) will share equally
unless you specify certain percentages, which must total 100%. If no beneficiary survives you or the last surviving joint tenant (if applicable),
the shares pass to your estate or the estate of the last surviving joint tenant (if applicable). Please note, upon your death, we have no obligation
to contact your beneficiary(ies). Additionally, upon your death, if there is any question regarding your beneficiary designation, we reserve the
right (but have no obligation) to request non-conflicting instructions from all designated beneficiaries regarding the disposition of the shares.
3A DESIGNATE YOUR PRIMARY BENEFICIARY(IES)
Name
Spouse
Percentage
Non-Spouse (Relationship to you)
%
Street address
Name
City
Spouse
State
ZIP
Percentage
Non-Spouse (Relationship to you)
%
Street address
City
State
ZIP
TOTAL: 100%
(continued)
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Questions? Please call your financial advisor or Franklin Templeton at (800) 632-2301.
GOF FTOD 10/13
3 BENEFICIARY DESIGNATION (cont’d)
3B DESIGNATE YOUR CONTINGENT BENEFICIARY(IES) (if any)
Name
Spouse
Percentage
Non-Spouse (Relationship to you)
%
Street address
City
Name
Spouse
State
ZIP
Percentage
Non-Spouse (Relationship to you)
%
Street address
City
State
ZIP
TOTAL: 100%
4 Spousal consent
If you are married and designate someone other than your spouse as your primary beneficiary, you may need to obtain your spouse’s consent.
I am the spouse of the registered owner of the Franklin Templeton mutual fund account(s) identified in Section 1 of this form. I consent
to the designation of the TOD beneficiary(ies) identified above.
SIGNATURE
Date
Printed name
X
5 Signature(s) and Signature Guarantee(S)
All registered owners named in section 1 must sign this form.
Designating a TOD beneficiary on your Franklin Templeton mutual fund account(s) may have certain tax and/or legal consequences.
The undersigned hereby agrees that neither the Franklin Templeton mutual funds nor their transfer agent, Franklin Templeton
Investor Services, LLC (“FTIS”), is responsible for determining any tax and/or legal consequences concerning your decision to designate
a TOD beneficiary on your Franklin Templeton mutual fund account(s). The undersigned also understands he/she should consult
with his/her attorney and financial advisor prior to completing this Transfer on Death Registration Form to ensure a TOD registration
meets his/her specific estate planning requirements.
The undersigned hereby revokes any and all prior designations of a TOD beneficiary. The undersigned also understands that he/she may
change this TOD beneficiary designation at any time by submitting a new Franklin Templeton Transfer on Death Registration Form,
or remove the designation by submitting new registration instructions, in proper form, to FTIS.
Each of the undersigned hereby agrees to indemnify, defend and hold harmless FTIS, each investment company (mutual fund) serviced
by FTIS, and their respective directors, trustees, officers and employees (each an “Indemnitee” and collectively “Indemnitees”) from
and against any and all liability, loss, suits, claims, costs, damages and expenses of whatever amount and whatever nature, including
without limitation reasonable attorneys’ fees, any Indemnitee may sustain or incur as a result of the Indemnitee acting upon this
Transfer on Death registration instruction, and maintaining, and ultimately distributing the assets in accordance with this instruction.
signatureDate
signature
Date
XX
signature guarantee stampsignature guarantee stamp
If you are adding or changing a beneficiary on an existing account, please have your signature guaranteed, with its own stamp, 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. These institutions often participate in signature guarantee medallion programs such as the Securities Transfer Agent Medallion Program
(STAMP). If more than one signature is required, each signature must have its own signature guarantee stamp. A notary public cannot provide a signature guarantee.
Please mail to
west coasteast coast
Franklin Templeton Investments
Franklin Templeton Investments
P.O. Box 997152P.O. Box 33033
Sacramento, CA 95899-7152
St. Petersburg, FL 33733-8033
Overnight
3344 Quality Drive
100 Fountain Parkway
Rancho Cordova, CA 95670-7313
St. Petersburg, FL 33716-1205
franklintempleton.com
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Questions? Please call your financial advisor or Franklin Templeton at (800) 632-2301.
GOF FTOD 10/13