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Shows 283 of 283 Items
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- Audience
- As of Date
403(b)(7) Custodial Account Agreement
Custodial Account Agreements and Disclosure Statements for 403(b) accounts.
ACES Worksheet - Document Checklist
A checklist of documents that can provide valuable insights into a plan's goals, needs and history.
ACES Worksheet - Financial Professional Evaluation Questionnaire/Survey
An evaluation used to help plan sponsors rate the services of their current financial professional.
ACES Worksheet - Service Summary Worksheet
A worksheet summarizing all of the services a Financial Professional could offer a 401(k) plan. Allows the Financial Professional to indicate whether he/she wishes to deliver each service once a year, twice a year, quarterly, or just on an as needed" basis."
Application - Franklin 529 - New Account Individual or UGMA/UTMA
Use this form to open a new individual or UGMA/UTMA program account
Application - Franklin 529 Entity Account
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
Application - Franklin Account for Transfer on Death Registration
Use this application to open an Individual or Joint Tenant mutual fund account in a Transfer on Death registration.
Application - Franklin Business Account
Use this application to open new accounts that are registered to businesses, including corporations, partnerships, limited liability companies and sole proprietorships.
Application - Franklin Business Retirement Plan-Investment Only Account
Use this form to invest in an Investment-Only Business Retirement Plan Account Application (to be completed by the trustee(s) of the plan),
Application - Franklin Coverdell Education Savings Account
Coverdell Education Savings Account Application
Application - Franklin eContributions Services Employer
Required form for use by employers when setting up a Franklin Templeton SIMPLE IRA or SEP IRA. Note: Not to be used by Payroll Services, CPA firms or Common Remitters.
Application - Franklin Institutional Account
Application for investment in one or more investment companies (mutual funds), whose shares are offered through Franklin Distributors, LLC (?Distributors?).
Application - Franklin SIMPLE/SEP IRA
Participant account application for SIMPLE IRA or SEP IRA. Employers: An eContributions Employer Application and New User Request Form should be submitted when participants first establish Franklin Templeton accounts
Use this form to open a new program account for an individual or UGMA/UTMA account.
Application - NJBEST 529 Entity Account
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
Application - Putnam Coverdell Education Savings Account adoption agreement
Open a new Putnam Coverdell ESA. (FM320)
Application - Putnam Mutual fund account application (new accounts)
Open a new retail mutual fund account. (FM503)
Application - Putnam mutual fund account Application guide for legal entities
Open a new retail mutual fund account for a legal entity (corporation, partnership, Limited Liability Company, non-profit foundation). (FM540)
Application - Putnam Prototype Simplified Employee Pension Plan Adoption agreement
For employers who wish to establish a Putnam simplified employee pension plan as described in section 408(k) of the Internal Revenue Code. (FM336)
Application - Putnam SARSEP Employee Agreement Form
SARSEP Employee Agreement Form (FM335)
Application - Putnam SIMPLE IRA Adoption Agreement
Use this form to open a new Putnam SIMPLE IRA (IR760)
Application - Putnam Traditional or Roth IRA adoption agreement
Use this form to open a new Putnam Traditional IRA or Putnam Roth IRA. (IR770)
Application - Western Asset SIMPLE IRA Distribution Form
Use this form to request a distribution on your SIMPLE IRA account
The Board of Trustees (the “Board”) of Western Asset Inflation-Linked Income Fund and Western Asset Inflation-Linked Opportunities & Income Fund (each a “Fund” and, collectively, the “Funds”) has adopted this Charter to govern the activities of the Audit Committee of the Board with respect to its oversight of each Fund.
Booklet - Putnam IRA form booklet (traditional/Roth)
Forms for traditional and Roth IRAs. Part of the Putnam IRA client kit. (IR700)
Brochure - NJBest 529 College Savings Plan - Program Description - Direct Sold
Provides details about the NJBEST 529 College Savings Plan, including investment options, fees, expenses and investing risks.
Chiusura di Franklin Templeton Investment Funds – Franklin Euro Short-Term Money Market Fund
Chiusura di Franklin Templeton Investment Funds – Franklin Euro Short-Term Money Market Fund
Chiusura di Franklin Templeton Investment Funds – Franklin European Income Fund
Chiusura di Franklin Templeton Investment Funds – Franklin European Income Fund
Chiusura di Franklin Templeton Investment Funds – Franklin Global Small-Mid Cap Fund
Chiusura di Franklin Templeton Investment Funds – Franklin Global Small-Mid Cap Fund
Chiusura di Franklin Templeton Investment Funds – Franklin K2 Long Short Credit Fund
Chiusura di Franklin Templeton Investment Funds – Franklin K2 Long Short Credit Fund
Continuing Care Retirement Communities (CCRCS)
Templates used to collect information needed to fulfill an information request, complete a transaction, change account details, etc.
Continuing Care Retirement Communities Worksheet
Templates used to collect information needed to fulfill an information request, complete a transaction, change account details, etc.
Continuing Care Retirement Communities Worksheet
This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.
Convocazione Assemblea Generale Annuale – FTIF
Convocazione Assemblea Generale Annuale – FTIF
Corporate Traditional or Roth IRA adoption agreement
Use this form to establish payroll contributions to a new Traditional or Roth IRA Adoption agreement account. Submit a copy of this form to your employer to begin deductions. (FM340)
Coverdell Disclosure Statement(s) Booklet
Coverdell Disclosure Statement(s) Booklet
Evaluating Adult Day Services Worksheet
This resource describes the types of centers and services for individuals who are aging at home but require some support or health care, as well as guidance on selecting a specific center.
Form - Franklin 529 Account Features
Start, change, or stop recurring contributions and systematic withdrawals. Make a one-time contribution by Electronic Funds Transfer (EFT). Add, change, or delete bank information.
Form - Franklin 529 Additional Contribution
Make an additional contribution to your Franklin Templeton 529 College Savings Plan account.
Form - Franklin 529 Agent Authorization/Power of Attorney
Use this form to designate an individual, corporation or other entity as your Agent.
Form - Franklin 529 Broker/Dealer Change
Authorize the change of the broker/dealer listed on the account owner's Franklin Templeton 529 College Savings Plan account.
Form - Franklin 529 Change of Investment
Move money within an account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).
Form - Franklin 529 Direct Rollover Out to Roth IRA
Request a direct rollover of 529 funds to the Beneficiary’s Roth IRA at another Financial Institution.
Form - Franklin 529 Distribution Request
Initiate a distribution from your account.
Form - Franklin 529 Incoming Rollover
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Franklin Templeton 529 College Savings Plan account.
Form - Franklin 529 Payroll Direct Deposit
Automatically deduct money from your paycheck and deposit it into a Franklin Templeton 529 College Savings Plan account or change your existing deduction.
Form - Franklin 529 Profile Change
Use this form to change your name, address, phone number and other personal information.
Use this form if you are transferring to a different account owner or beneficiary.
Form - Franklin 529 Transfer Due to Death of Account Owner
Use this form to transfer account ownership due to death.
Form - Franklin 529 Workplace Verification
For Advisors: use this form to complete agreement between employer and advisor.
Form - Franklin Account Options
Establish, change or discontinue account option(s), including bank information, automatic investment plans, systematic withdrawal plans, dividend and/or capital gain distribution and payment options, and contact information.
Form - Franklin Beneficiary Transfer/Distribution Request
Use this form to request a distribution to the beneficiary of an IRA, SEP, SAR-SEP, 403(b), Profit-Sharing or Money Purchase Pension Plan account.
Form - Franklin Change of Broker-Dealer
Use this form to change or add a broker-dealer on an existing Franklin Templeton fund account.
Form - Franklin Charitable Giving Program Account Information Change Request
Use this form to make account information changes to your existing Franklin Charitable Giving Program account.
Form - Franklin Charitable Giving Program Additional Contribution Agreement
Use this form to make additional contributions to your existing Franklin Charitable Giving Program account
Form - Franklin Charitable Giving Program Asset Transfer Request
Use this form to transfer securities held at a financial institution to your Franklin Charitable Giving Program account.
Form - Franklin Charitable Giving Program Change of Broker-Dealer
Use this form to change or add a broker-dealer on an existing Franklin Charitable Giving Program account
Form - Franklin Charitable Giving Program Donor Contribution Agreement
Use this form to establish an account in Franklin Charitable Giving Program
Form - Franklin Charitable Giving Program Donor program circular and forms
Brochure includes all materials needed to open a new Franklin Charitable Giving Program account.
Form - Franklin Charitable Giving Program Grant Recommendation
Use this form to recommend a grant from your Franklin Charitable Giving Program account.
Form - Franklin Coverdell Education Savings Account Distribution Request
Use this form to request a distribution from a Coverdell ESA account.
Form - Franklin Customer Identification
Use this form to provide customer information that identifies each individual who owns, or acts on an account.
Form - Franklin Designation of Beneficiary
Use this form to name Primary or Contingent Beneficiaries for any Fiduciary Trust International of the South (FTIOS) retirement account.
Form - Franklin Instruction to Terminate Custodianship
Use for UTMA/UGMA accounts where the minor has reached the age of termination and the custodian requests the account to now be reregistered in the name of that beneficiary or minor.
Form - Franklin Investment Advisor Representative (IAR / RIA)
Use this form to authorize an Investment Advisor Representative (IAR) to have access to your account and to act on your behalf.
Form - Franklin IRA Distribution Request
Use this form to request a distribution from a Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.
Form - Franklin IRA Recharacterization Request
Use this form to recharacterize a contribution to a Traditional or Roth IRA, or to recharacterize a Roth conversion.
Form - Franklin IRA Traditional IRA - Roth IRA - Rollover IRA Booklet
Application and forms needed to open a Traditional IRA or Roth IRA.
Form - Franklin IRA Transfer/Rollover Request
Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with FTIOS as Custodian.
Form - Franklin Non-Retirement Asset Transfer
Use this form to liquidate non-retirement assets you currently own with another financial institution and have the funds sent to Franklin Templeton to purchase shares of one or more Franklin Templeton mutual funds.
Form - Franklin Non-Retirement Change of Ownership
Use this form to re-register or transfer an existing non-retirement account to a new registration.
Form - Franklin Non-Retirement Redemption Request
Use this form to request a redemption from non-retirement accounts
Form - Franklin Notification of a Lost Share Certificate/Returning an Outstanding Share Certificate
Use this form to initiate lost share certificate procedures or to deposit original share certificates.
Form - Franklin Notification of Legal Name Change
Use this form to provide us with your new legal name to be listed on your account(s).
Form - Franklin Outstanding Check
Use this form to provide instructions to reinvest or reissue any outstanding check(s) for the account(s).
Form - Franklin Power of Attorney Affidavit by Attorney-in-Fact
This Affidavit is required when either the Power of Attorney or Power of Attorney Affidavit by Attorney-in-Fact is over two years old or when changing
Form - Franklin Required Minimum Distribution Request
Use this form to request a Required Minimum Distribution (RMD) from a Traditional IRA, Rollover IRA, SEP IRA, SIMPLE IRA or SARSEP IRA for which Fiduciary Trust International of the South (?FTIOS?) serves as custodian.
Form - Franklin Retirement Plan Notification of Excess/Ineligible Contributions
Use this form if an excess contribution was made to a retirement plan.
Form - Franklin Roth Conversion Request
Use this form to convert your Traditional, SEP or SIMPLE IRA to a Roth IRA. If you don't already have a Roth IRA, you'll also need to complete an IRA application form to complete the conversion.
Form - Franklin Shareholder Request
Use this form for written instructions that require a signature guarantee.
Form - Franklin SIMPLE IRA and SEP IRA Booklet - Employee
Provides the forms necessary to open a Franklin Templeton SIMPLE IRA or SEP IRA
Form - Franklin Templeton and Broker-Dealer Employee Purchase
Use this form with an application to open a Franklin Templeton or Broker-Dealer employee account.
Transfer an existing Coverdell Education Savings Account to Franklin Templeton, or change the beneficiary of an Education Savings account.
Form - Franklin Templeton eContributions How to fund Your Plan
Instructions to submit funds by check, Electronic Funds Transfer or Federal Wire.
Form - Franklin Templeton eContributions New User Request
Required form to request new login ID and password for electronic payroll contribution account. For new accounts, must accompany the eContributions Services Employer Application.
Form - Franklin Transfer on Death Registration
Use this form to designate or change your Transfer on Death beneficiary on your Franklin Templeton mutual fund account.
Form - Franklin Trusted Contact Person
Use this form to enable each account owner to designate a trusted contact person for accounts without a broker dealer/financial professional.
Transfer Due to Death of Account Owner
Form - NJBEST 529 Account Features
Start, change, or stop recurring contributions and systematic withdrawals. Make a one-time contribution by Electronic Funds Transfer (EFT). Add, change, or delete bank information.
Form - NJBEST 529 Additional Contribution
Make an additional contribution to your NJBEST 529 College Savings Plan account.
Form - NJBEST 529 Agent Authorization/Power of Attorney
Use this form to designate an individual, corporation or other entity as your Agent.
Form - NJBEST 529 Change of Investment
Move money within an account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).
Form - NJBEST 529 Direct Rollover Out to Roth IRA
Request a direct rollover of 529 funds to the Beneficiary’s Roth IRA at another Financial Institution.
Form - NJBEST 529 Distribution Request
Initiate a distribution from your account.
Form - NJBEST 529 Incoming Rollover
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing NJBEST 529 College Savings Plan account.
Form - NJBEST 529 Organization Resolution
Identify the officers or other persons who are authorized to conduct transactions on a NJBEST 529 College Savings Plan account(s) on behalf of an organization.
Form - NJBEST 529 Payroll Direct Deposit
Automatically deduct money from your paycheck and deposit it into a NJBEST 529 College Savings Plan account, or change your existing deduction.
Form - NJBEST 529 Profile Change
Use this form to change your name, address, phone number and other personal information.
Use this form if you are transferring to a different account owner or beneficiary.
Form - Putnam 5304-SIMPLE form
An employer may use this form to establish a SIMPLE IRA as described in section 48(p) of the Internal Revenue Code. (FM805)
Form - Putnam Add or change bank account information
Use this form to authorize telephone purchase or redemption instructions via electronic funds transfer between Putnam and your bank account. You may also use this form to update your bank information for any existing account options. (FM516)
Form - Putnam Asset Transfer/Direct Rollover Authorization Form
Use this form to initiate an asset transfer or direct rollover of your current IRA or Qualified Retirement Plan to a Putnam IRA. (IR771)
Form - Putnam Beneficiary Retirement Account Required Minimum Distribution Request (FM303B)
Use this form to request Putnam to calculate and distribute your required minimum distribution each year from your Putnam beneficiary retirement plan(s) for which Putnam Fiduciary Trust Company, LLC, (PFTC, LLC) acts as directed trustee/custodian. (FM303B)
Form - Putnam Certification regarding beneficial owners of legal entity customers
Certification regarding beneficial owners of legal entity customers (FM541)
Form - Putnam Change of Address Form
Complete this form to change your address. (FM506)
Form - Putnam Checkwriting Privilege Form
Add the checkwriting option to an eligible Putnam account (individual, joint, trust, partnerships, associations, or corporations). (FM525)
Form - Putnam Consolidated IRA and Roth Conversion Application
Application for consolidated IRA and Roth Conversion. (FM343)
Form - Putnam Control/Pledge Agreement - Mutual Fund
Use this form to pledge Putnam Mutual Fund shares. (FM529)
Form - Putnam Cost basis accounting method election form
Update the cost basis accounting method for Putnam accounts. (FM531)
Form - Putnam Coverdell Education Savings Account (ESA) asset transfer authorization
Initiate a direct transfer of a current Coverdell ESA to a Putnam Coverdell ESA. If establishing a new Putnam Coverdell ESA, a completed Coverdell ESA adoption agreement must also be attached. (FM321)
Form - Putnam Designation of successor custodian for UGMA/UTMA accounts
Designate a successor custodian(s) for a Putnam minor account registered under the Uniform Transfers to Minors Act or Uniform Gifts to Minors Act (UGMA/UTMA). (FM528)
Form - Putnam Distribution payment options authorization (dividends and capital gains)
Change the distribution payment option on your Putnam account for dividends and capital gains. (FM302)
Form - Putnam Financial intermediary change request
Change the financial representative information on your Putnam account(s). (FM510)
Form - Putnam Government Allotment
To be used by government personnel to allocate money to Putnam account(s). (FM507)
Form - Putnam IRA Beneficiary distribution
Request a transfer and/or distribution from (1) a Putnam IRA inherited from a deceased account owner to a non-spouse beneficiary or (2) a Putnam Beneficiary IRA inherited from a deceased account owner to any type of beneficiary. (FM313N)
Form - Putnam IRA Beneficiary distribution form for a spouse beneficiary
Request a transfer and/or distribution from a Putnam IRA inherited from a deceased account owner to a spouse beneficiary. Do not use this form to request a transfer/and or distribution from a Putnam Beneficiary IRA Inherited from a decease account owner. (FM313S)
Form - Putnam IRA Designation of beneficiary
Designate one or multiple beneficiaries for a Putnam Traditional IRA, rollover IRA, Roth IRA, Roth conversion IRA, SEP IRA, SARSEP, SIMPLE IRA, or 43(b)(7) plan. (FM305)
Form - Putnam IRA distribution request
Request a complete, partial, or systematic distribution from a Putnam Traditional IRA, Roth IRA, IRA rollover, Roth IRA conversion, SEP, SARSEP, or SIMPLE IRA account. (FM301)
Form - Putnam IRA Plans and Disclosure Statements Booklet
Putnam IRA plan and disclosure statements. (IR616)
Form - Putnam IRA Transfer request due to divorce
Releasing account owner authorizes a transfer of assets from an existing Putnam IRA or 403(b) account(s) to a new or existing Putnam IRA or 403(b) account(s) for a former spouse, resulting from a divorce or legal separation. (FM316)
Form - Putnam Letter of intent to purchase
Establish a letter of intent (LOI) in order to qualify for a reduced sales charge on purchases of class A or M shares. (FM515)
Form - Putnam Name Change Authorization
Authorize a name change for an existing Putnam account. (FM519)
Form - Putnam Net asset value (NAV) certification statement
Request mutual fund purchases at net asset value (NAV). (FM500)
Form - Putnam On-demand and systematic investment/exchange plan application
Invest from a bank account into a new or existing Putnam account, using the systematic purchase option or on-demand ACH via phone or web; or to establish a systematic exchange for an existing account. (FM504)
Form - Putnam Reinstatement certificate
Reinvest shares into any open or eligible fund within 90 days, without incurring a sales charge. (FM509)
Form - Putnam Request for Coverdell ESA distribution
Request a complete, partial, or systematic distribution from a Putnam Coverdell education savings account. (FM304)
Form - Putnam Request for redemption from a nonretirement account
Request a partial or complete redemption from a nonretirement account. (FM511)
Form - Putnam Request for return of excess contribution
Request a return of excess contribution from your Putnam IRA or Roth IRA. Distributions from these accounts may have tax consequences. This form is not used to recharacterize contributions between a Traditional IRA and a Roth IRA. (FM350)
Form - Putnam Retirement Account Required Minimum Distribution Request (FM303A)
Use this form to request Putnam to calculate and distribute your required minimum distribution each year from your Traditional IRA, IRA Rollover, SEP, SARSEP, SIMPLE IRA Account(s). (FM303A) Important: This form should not be used for (1) retirement plans held through another trustee/custodian or (2) Putnam beneficiary retirement accounts or designated recipient accounts.
Form - Putnam Self-Certification for late rollover contribution
Used when accepting a rollover contribution more than 6 days after the IRA owner received the initial distribution. The form allows the IRA owner to self-certify the reason(s) he/she was unable to complete the rollover within 6 days of receipt of the distribution. (FM524)
Form - Putnam Signature authentication guidelines (Notary)
Explanation of the different authentications that may be required to process a transaction (Notary, SVP, Signature Guarantee, and Medallion Guarantee). (FM523A)
Form - Putnam Signature authentication guidelines (Signature Guarantee / Medallion Guarantee)
Explanation of the different authentications that may be required to process a transaction (Signature Guarantee and Medallion Guarantee). (FM523C)
Form - Putnam Signature authentication guidelines (Signature Validation Program stamp)
Explanation of the different authentications that may be required to process a transaction (SVP, Signature Guarantee, and Medallion Guarantee). (FM523B)
Form - Putnam SIMPLE IRA payroll processing
Authorize contribution amounts to be debited from the company's bank account and transferred electronically to SIMPLE IRAs maintained at Putnam. (FM325)
Form - Putnam SIMPLE IRA Plan and Disclosure Statement Booklet
SIMPLE IRA Plan and Disclosure Statement
Form - Putnam SIMPLE IRA Service Agreement
Agreement for the SIMPLE IRA Service. (FM315)
Form - Putnam TOD Beneficiary claim form
Use this form to request a transfer from a Putnam Transfer on Death (TOD) account due to the death of all owners listed in the registration. Important: When the TOD beneficiary is an organization you must complete a Nonretirement account transfer request form along with a Putnam mutual fund account application for legal entities (including the Certification of beneficial owners for new accounts) in lieu of this form. (FM532)
Form - Putnam Transfer on death (TOD) registration
Establish a transfer on death (TOD) registration and to designate beneficiaries for the transfer of an account upon the death of an individual and/or joint owner(s); also used to change beneficiaries on an existing TOD registration. (FM517)
Substitute Form W-9 Request for Taxpayer Identification Number and Certification. (FM530)
Form - Roth IRA conversion authorization for existing Putnam IRAs
Use this form to initiate an asset transfer or direct rollover of your current IRA or Qualified Retirement Plan to a Putnam IRA. You may also use this form to convert assets held at another institution to a Putnam Roth IRA. If you are establishing a new Putnam IRA, you must also attach the appropriate Putnam adoption agreement. Complete a separate Asset transfer/direct rollover authorization form for each plan you are transferring or directly rolling over. (IR772)
Form - Western Asset IRA Certification of Rollover Assets
Use this form to certify that a contribution is an eligible rollover contribution.
Form - Western Asset SIMPLE IRA Rollover Certification Form
Use this form to certify that a contribution is an eligible rollover contribution.
Form 8937 (Rev. December 2017)
Report of Organizational Actions Affecting Basis of Securities
Franklin Emerging Market Debt Opportunities Fund Annual Report - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin Emerging Market Debt Opportunities Fund Fiscal Q1 Holdings - Advisor Class
Franklin Global Trust Q1 Portfolio Holdings
Franklin Emerging Market Debt Opportunities Fund Fiscal Q3 Holdings - Advisor Class
Franklin Global Trust Q3 Portfolio Holdings
Franklin Emerging Market Debt Opportunities Fund Prospectus - Advisor Class
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
Franklin Emerging Market Debt Opportunities Fund Semi-Annual Report - Advisor Class
A report containing important fund information, for the first half of the fund's fiscal year.
Franklin Emerging Market Debt Opportunities Fund Statement Of Additional Information - Advisor Class
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
Franklin Emerging Market Debt Opportunities Fund Summary Prospectus - Advisor Class
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Franklin Institutional U.S. Government Money Market Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - October 31, 2025
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - September 30, 2025
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - August 31, 2025
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - July 31, 2025
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - June 30, 2025
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - May 31, 2025
Franklin Institutional U.S. Government Money Market Fund Portfolio Holdings - Class A
Portfolio Holdings - IFT Money Market Portfolio - April 30, 2025
Franklin Institutional U.S. Government Money Market Fund Prospectus - Class A
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
Franklin Institutional U.S. Government Money Market Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
Franklin Institutional U.S. Government Money Market Fund Summary Prospectus - Class A
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Franklin Templeton IRA Disclosure Statement(s) Booklet (includes Traditional, Roth, SIMPLE IRA)
Includes Custodial Account Agreements and Disclosure Statements for Traditional, Roth, Rollover, SIMPLE and SEP IRAs.
Franklin Templeton SIMPLE IRA and SEP IRA Plans Employer's Workbook and Forms
Provides employers with the forms and disclosure necessary to establish Franklin Templeton SIMPLE IRAs or SEP IRAs. Includes a SIMPLE IRA Contribution Worksheet.
Franklin U.S. Government Money Fund Annual Report - Class A
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin U.S. Government Money Fund Annual Report - Class C
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin U.S. Government Money Fund Annual Report - Class R
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin U.S. Government Money Fund Annual Report - Class R6
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund - October 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund - September 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund - August 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund -July 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund -June 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund -May 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class A
Franklin U.S. Government Money Fund - April 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund - October 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund - September 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund - August 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund -July 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund -June 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund -May 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class C
Franklin U.S. Government Money Fund - April 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund - October 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund - September 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund - August 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund -July 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund -June 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund -May 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R
Franklin U.S. Government Money Fund - April 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund - October 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund - September 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund - August 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund -July 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund -June 30, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund -May 31, 2025
Franklin U.S. Government Money Fund Portfolio Holdings - Class R6
Franklin U.S. Government Money Fund - April 30, 2025
Franklin U.S. Government Money Fund Prospectus - Class A
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
Franklin U.S. Government Money Fund Prospectus - Class C
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
Franklin U.S. Government Money Fund Prospectus - Class R
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
Franklin U.S. Government Money Fund Prospectus - Class R6
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
Franklin U.S. Government Money Fund Semi-Annual Report - Class A
A report containing important fund information, for the first half of the fund's fiscal year.
Franklin U.S. Government Money Fund Semi-Annual Report - Class C
A report containing important fund information, for the first half of the fund's fiscal year.
Franklin U.S. Government Money Fund Semi-Annual Report - Class R
A report containing important fund information, for the first half of the fund's fiscal year.
Franklin U.S. Government Money Fund Semi-Annual Report - Class R6
A report containing important fund information, for the first half of the fund's fiscal year.
Franklin U.S. Government Money Fund Statement Of Additional Information - Class A
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Statement Of Additional Information - Class C
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Statement Of Additional Information - Class R
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Statement Of Additional Information - Class R6
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Summary Prospectus - Class A
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Summary Prospectus - Class C
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Summary Prospectus - Class R
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Franklin U.S. Government Money Fund Summary Prospectus - Class R6
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
Governance and Nominating Committee Charter
Governance and Nominating Committee Charter
A reference to select the investment(s) on Putnam forms and applications. (FM103)
Hiring a Home Care Agency Worksheet
This worksheet offers an overview of in-home medical and non-medical agencies and their services, and steps for selecting a provider.
Home Safety Assessment Checklist
A resource to help assess home safety now and and if needs change in the future.
Individual Investor Privacy Notice
Franklin Templeton's individual investor mutual fund privacy notice
Interviewing a Caregiver Worksheet
This guide suggests topics and questions to help an individual or family member select a medical or non-medical caregiver.
Letter to shareholder that they will receive the proceeds from the redemption; to give them notice for November 28, 2017.
Microsoft Word - GOF P2 0119.doc, Supplement to the currently effective prospectus
Supplement to the currently effective prospectus
Personal Information Checklist
A document meant to centralize one's personal, financial and administrative information to be completed and organized for the benefit of one's family and/or beneficiaries.
Portfolio Holdings - The U.S. Government Money Market Portfolio - April 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - April 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - August 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - August 31 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - July 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - July 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - June 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - June 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - June 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - June 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - May 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - May 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - October 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - October 31, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - September 30, 2025
Portfolio Holdings - The U.S. Government Money Market Portfolio - September 30, 2025
Portfolio Holdings - Western Asset Government - Month End
Western Asset Government Portfolio Month End Holdings
Putnam Duplicate statements or confirmations to a third party
Establish additional mailing addresses for duplicate statements and/or confirmations. (FM512)
Putnam Simplified Employee Pension (SEP) Plan IRA adoption agreement
Open a new Putnam SEP IRA under an employer's existing simplified employee pension plan (SEP). (FM308)
Putnam Transfer Request form for Nonretirement accounts
Authorize a transfer of shares from an existing Putnam account(s) to a new or existing Putnam account with a different registration. (FM508)
Q1 Portfolio Holdings - Western Asset Long Credit VIT
Western Asset Long Credit VIT - Q1 Portfolio Holdings
Selecting a Geriatric Care Manager Worksheet
A guide to asking the right questions about credentials and range of experience in evaluating a geriatric care manager.
Notice of Joint Special Meeting of Shareholders - To be held on October 22, 2021
Shareholder Letter from LMIS - Long-Term Funds - Annual
Letter to shareholders in Legg Mason long-term funds listing the offerings of Legg Mason Investor Services and possible alternatives for additional services.
Shareholder Letter from LMIS - Money Market Funds - Annual
Letter to shareholders in Western Asset money market funds listing the offerings of Legg Mason Investor Services and possible alternatives for additional services.
Shareholder Notice Important Tax Notice - 2022 PFIC Status
Shareholder Notice
Skilled Nursing Facilities Worksheet
This worksheet provides a summary of the type of serves offered at these facilities and questions to use when assessing each residence.
Statement of Additional information - Putnam Dynamic Asset Allocation Equity Fund
A pamphlet supplementing the fund’s prospectus, it provides detailed descriptions of the fund’s activities and operations.
TAX RESIDENCY SELF-CERTIFICATION
FORM FOR CONTROLLING PERSON
Tax Regulations based on the U.S. Foreign Account Tax Compliance Act (FATCA), the OECD Common Reporting Standard (CRS) and other international tax agreements require the Fund to collect and report certain information about the account holder’s tax residency. If the account holder, or any applicable controlling persons or beneficiaries, are tax resident in a reportable jurisdiction, then the Fund may be required under the applicable tax regulations to share information about your account to the relevant tax authorities, who may exchange this information on an automatic basis with the tax authorities in the jurisdictions where the account holder, controlling persons or beneficiaries are resident. The term “Controlling Persons” means the natural persons who exercise control over an entity. In the case of a trust, such term means the settlor, the trustees, the protector (if any), the beneficiaries or class of beneficiaries, and any other natural person exercising ultimate effective control over the trust, and in the case of a legal arrangement other than a trust, such term means persons in equivalent or similar positions. The term “Controlling Persons” must be interpreted in a manner consistent with the Financial Action Task Force Recommendations. If there is no natural person(s) who exercises control over the Entity then the Controlling Person will be the natural person(s) who holds the position of senior managing official(s). If you have any questions regarding completion of the form, please contact your tax advisor. All sections must be completed for the form to be valid
TAX RESIDENCY SELF-CERTIFICATION
FORM FOR ENTITIES
Tax Regulations based on the OECD Common Reporting Standard (CRS) require the Fund to collect and report certain information about the account holder’s tax residency. If the account holder, or any applicable controlling persons or beneficiaries, are tax resident in a reportable jurisdiction, then the Fund may be required under the applicable tax regulations to share information about your account to the relevant tax authorities, who may exchange this information on an automatic basis with the tax authorities in the jurisdictions where the account holder, controlling persons or beneficiaries are resident. If you have any questions regarding completion of the form, please contact your tax advisor. All sections must be completed for the form to be valid.
TAX RESIDENCY SELF-CERTIFICATION
FORM FOR INDIVIDUAL
Tax Regulations based on the U.S. Foreign Account Tax Compliance Act (FATCA), the OECD Common Reporting Standard (CRS) and other international tax agreements require the Fund to collect and report certain information about the account holder’s tax residency. If the account holder, or any applicable beneficiaries, are tax resident in a reportable jurisdiction, then the Fund may be required under the applicable tax regulations to share information about your account to the relevant tax authorities, who may exchange this information on an automatic basis with the tax authorities in the jurisdictions where the account holder or beneficiaries are resident. If you have any questions regarding completion of the form, please contact your tax advisor. All sections must be completed for the form to be valid.
Templeton Emerging Markets Investment Trust
PLC
This document is issued by Franklin Templeton Investment Trust Management Limited (“FTITML/AIFM”) in order to make certain particular information available to existing investors in the Alternative Investment Fund (“the Company” or “TEMIT”) noted below before they invest, in accordance with the requirements of the Alternative Investment Fund Managers Directive. It is made available to existing investors by being available at www.temit.co.uk.
TIF Foreign Smaller Companies Series Annual Report - Advisor Class
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
TIF Foreign Smaller Companies Series Semi-Annual Report - Advisor Class
A report containing important fund information, for the first half of the fund's fiscal year.
TIF Foreign Smaller Companies Series Summary Prospectus - Advisor Class
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
TIF International Equity Series Annual Report - Primary Shares
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
TIF International Equity Series Annual Report - Service Shares
A report containing important fund information and a discussion of fund performance, for the fund's fiscal year
TIF International Equity Series Fiscal Q1 Holdings - Primary Shares
Templeton Institutional Funds Q1 Portfolio Holdings
TIF International Equity Series Fiscal Q1 Holdings - Service Shares
Templeton Institutional Funds Q1 Portfolio Holdings
TIF International Equity Series Fiscal Q3 Holdings - Primary Shares
Templeton Institutional Funds Q3 Portfolio Holdings
TIF International Equity Series Fiscal Q3 Holdings - Service Shares
Templeton Institutional Funds Q3 Portfolio Holdings
TIF International Equity Series Forms And Applications - Primary Shares
Open and invest in most funds using this application.
TIF International Equity Series Forms And Applications - Primary Shares
Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.
TIF International Equity Series Forms And Applications - Service Shares
Open and invest in most funds using this application.
TIF International Equity Series Forms And Applications - Service Shares
Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.
TIF International Equity Series Prospectus - Primary Shares
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
TIF International Equity Series Prospectus - Service Shares
A pamphlet explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses
TIF International Equity Series Semi-Annual Report - Primary Shares
A report containing important fund information, for the first half of the fund's fiscal year.
TIF International Equity Series Semi-Annual Report - Service Shares
A report containing important fund information, for the first half of the fund's fiscal year.
TIF International Equity Series Statement Of Additional Information - Primary Shares
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
TIF International Equity Series Statement Of Additional Information - Service Shares
A summarized version of the prospectus explaining the fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.
TIF International Equity Series Summary Prospectus - Primary Shares
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
TIF International Equity Series Summary Prospectus - Service Shares
A short document explaining the fund's goal, investments and risks, as well as sales charges, fees and expenses.
User Guide For New User - Registration And Login
Welcome to Franklin Templeton Online. In this user guide, you will find useful information on how to access and register in Franklin Templeton Online. If you require further information or experience difficulties accessing your data, please contact your local Client Services Team.
USER GUIDE FOR PRIVATE INVESTORS
Welcome to Franklin Templeton Online. In this user guide, you will find useful information on accessing your holdings information. If you require further information or experience difficulties accessing your data, please contact your local Client Services Team.
Western Asset Money Fund 403(b) Distribution Kit
Kit includes: 403(b) Distribution Form, 403(b) Financial Hardship Certification Form, 403(b) Direct Rollover/Affirmative Election Form, 403(b) Required Minimum Distribution Election Form.
Western Asset Money Funds Combined IRA Kit
Kit includes: IRA Application and Adoption Agreement, Transfer of Assets / Direct Rollover Form, Certification of Rollover Assets Form
Western Asset Money Funds Direct Transfer/Rollover Form
Transfer assets currently held at another financial institution to a Western Asset money fund account.
Western Asset Money Funds Disclaimer and Affidavit for Designated Beneficiary Form
Use this form to disclaim assets that are due to you as designated beneficiary.
Western Asset Money Funds Inherited IRA Kit
Kit includes: Inherited IRA Application and Adoption Agreement, Transfer of Assets / Direct Rollover Form
Western Asset Money Funds IRA Beneficiary Designation Form
Complete this form to change your current beneficiary(ies)
Western Asset Money Funds Recharacterization Request (External)
Recharacterize a contribution or conversion contribution from another institution to a Western Asset Money Funds IRA
Western Asset Money Funds Recharacterization Request (Internal)
Recharacterize a traditional or Roth IRA contribution or recharacterize a Roth IRA conversion contribution within Wester Asset Money Funds.
Western Asset Money Funds Self-Certification Late Rollover Contribution Form
Use this form to provide self-certification of a late rollover contribution
Western Asset Money Funds SIMPLE IIRA Kit
Kit includes: SIMPLE IRA Application and Adoption Agreement, Transfer of Assets Form, Certification of Rollover Assets Form
Western Asset Money Funds Trust Disclaimer and Affidavit for Designated Beneficiary Form
Use this form to disclaim assets that are due to a trust as designated beneficiary.
Worksheet - Beneficiary Audit - Short
Simple worksheet that makes it easy to review beneficiary designations on life insurance, 401(k) accounts and other key assets. Any and all updates would need to be shared with a financial professional.
Worksheet - Franklin What you need to know about beneficiary designations
This brochure explains the importance of beneficiary designations and provides a way to record beneficiary information.
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