Publication Date: November 2024
Form - Franklin 529 Transfer
Use this form if you are transferring to a different account owner or beneficiary.
Client Use:
Yes
Literature Code:
ESNJA-TR
Format
PDF
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Institutional Investor includes qualified defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, trust administrators/custodians, single/multi family offices, and any other person or entity with at least $50 million in assets.
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