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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→Franklin Templeton

Estate planning at Franklin Templeton

How to protect 9 Franklin Templeton accounts — manage beneficiaries by phone, fund a trust by mail, and file claims through Franklin Templeton's Shareholder Services -- Decedent Account Support

Franklin Templeton

Subsidiary of Franklin Resources, Inc.

franklintempleton.com→
Franklin Templeton logo

Franklin Templeton Investor Services

Phone(800) 632-2301
EmailSHrequests@franklintempleton.com
Fax1-855-891-8377
Mailing Address

Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030

Retirement Account Services
(800) 527-2020
WebsiteLearn more→

Shareholder Services -- Decedent Account Support

Phone(800) 632-2301
Fax1-855-891-8377
Mailing Address

Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030

Retirement Account Services
(800) 527-2020
West Coast Mailing (alternative)
P.O. Box 997152, Sacramento, CA 95899-7152
WebsiteLearn more→

Shareholder Services -- Decedent Account Support

Phone(800) 632-2301
EmailSHrequests@franklintempleton.com
Fax1-855-891-8377
Mailing Address

Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030

Franklin Templeton (FTIOS) Retirement Accounts
(800) 527-2020
Putnam IRA Decedent Claims (PFTC)
1-800-662-0019
Putnam Mutual Fund Decedent Claims
1-800-225-1581
Franklin Templeton 529 College Savings Plan
(866) 362-1597
Putnam Mailing Address
P.O. Box 219697, Kansas City, MO 64121-9697
529 Plan Mailing Address
P.O. Box 55961, Boston, MA 02205
WebsiteNotify online→
Verified Jul 2026

Franklin Templeton has 9 investment accounts, each with different rules for what happens when the account holder dies. Of those, 8 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.

Beneficiary designations at Franklin Templeton can be managed by mail and by phone, typically taking 15-30 minutes to complete forms; processing varies. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.

Franklin Templeton has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.

Preparing your estate

Beneficiaries and trust funding

How to update beneficiaries by phone, fund a trust by mail, and review 9 account types at Franklin Templeton.

View details →

When someone dies

Death claim process

Contact Franklin Templeton's Shareholder Services -- Decedent Account Support to file a claim. 7-step process, 12 required documents, and contact information for survivors.

View details →

Franklin Templeton's Shareholder Services -- Decedent Account Support can answer questions about beneficiaries, trusts, or death claims at (800) 632-2301.

SimplyTrustSimplyTrust Editorial·Updated July 7, 2026

Sources

  • franklintempleton.com

Data sourced from Franklin Templeton primary sources (23 pages reviewed). How we research.

Franklin Templeton

Subsidiary of Franklin Resources, Inc.

franklintempleton.com→
Franklin Templeton logo

Franklin Templeton Investor Services

Phone(800) 632-2301
EmailSHrequests@franklintempleton.com
Fax1-855-891-8377
Mailing Address

Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030

Retirement Account Services
(800) 527-2020
WebsiteLearn more→

Shareholder Services -- Decedent Account Support

Phone(800) 632-2301
Fax1-855-891-8377
Mailing Address

Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030

Retirement Account Services
(800) 527-2020
West Coast Mailing (alternative)
P.O. Box 997152, Sacramento, CA 95899-7152
WebsiteLearn more→

Shareholder Services -- Decedent Account Support

Phone(800) 632-2301
EmailSHrequests@franklintempleton.com
Fax1-855-891-8377
Mailing Address

Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030

Franklin Templeton (FTIOS) Retirement Accounts
(800) 527-2020
Putnam IRA Decedent Claims (PFTC)
1-800-662-0019
Putnam Mutual Fund Decedent Claims
1-800-225-1581
Franklin Templeton 529 College Savings Plan
(866) 362-1597
Putnam Mailing Address
P.O. Box 219697, Kansas City, MO 64121-9697
529 Plan Mailing Address
P.O. Box 55961, Boston, MA 02205
WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your Franklin Templeton accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Franklin Templeton accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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