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Prepare the letter of instruction Franklin Templeton requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
Step 1 of 4
Franklin Templeton's Non-Retirement Change of Ownership Form handles several death scenarios. Choose the one that matches how the deceased owner's account is titled and how it passes.
Optional. Provide any reference ID(s) related to your request.
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Send it to Franklin Templeton's estate/claims department: Franklin Templeton Investor Services, P.O. Box 33030, St. Petersburg, FL 33733-8030. You can reach the department at (800) 632-2301.
Franklin Templeton lists these among its required documents: Certified copy of the death certificate (additional certified copy required for any deceased beneficiary); Valid government-issued ID for the claimant, beneficiary, or successor trustee; Completed claim or distribution form appropriate to account type (TODBC-FORM, IRABD-FORM, RRET-FBDST, GOF-NCO, or ESNJA-TDD); Signature guarantee or medallion guarantee stamp on the TOD claim form and on IRA beneficiary distribution forms (required in all cases for TODBC-FORM and IRABD-FORM; required on RRET-FBDST when a trust beneficiary is named or when other specific conditions apply). The prepared letter includes an enclosure checklist drawn from Franklin Templeton's recorded requirements.
A request to transfer a TOD account cannot be completed until at least 30 days have elapsed since the final owner's date of death. Other timelines vary by account type and completeness of documentation; contact Franklin Templeton at (800) 632-2301 for specific timelines.
Franklin Templeton provides its own letter-of-instruction form. We complete that official form with your information; you print, sign, and send it.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
