Estate planning at Franklin Templeton

To change an existing non-retirement sole or joint account to a trust, complete the Non-Retirement Change of Ownership Form (GOF-NCO). Include the required trust documentation (title page, trustee designation page, and signature page). Mail the completed form to Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030. This process is not available for IRA or other retirement plan accounts.

Completed forms and supporting documents can be submitted by email to SHrequests@franklintempleton.com (the email must match one on file and must not have changed in the last 15 days), by fax to 1-855-891-8377, or by mail to Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030 (West Coast: P.O. Box 997152, Sacramento, CA 95899-7152). Signature guarantees or notarization are not required for fax submissions for standard beneficiary changes.

Yes. IRAs cannot be retitled to a trust, but a trust can be named as beneficiary using the Designation of Beneficiary Form (RRET-FBEN). When naming a trust, you must include copies of the trust agreement's title page, the page naming current trustees, and the signature page. For ERISA 403(b) custodial accounts requiring a notary stamp, the form must be mailed rather than emailed.