Franklin templeton 529 withdrawal form. Franklin Templeton Yes! As long as the school is an eligible educational institution, which includes most accredited colleges, universities, vocational schools, and even some international schools, you can use your 529 savings to cover qualified education expenses. If you would like funds to be distributed to more than one distributee, please complete a Withdrawal Request Form for each distributee. Use this form to provide customer information that identifies each individual who owns, or acts on an account. Log in to request a withdrawal. Welcome to the Franklin Templeton 529 College Savings Plan Account Owner portal. If this is your first time logging into your Account since our transition to the new Franklin Templeton 529 College Savings Plan experience on November 18, 2024, you must create a new username and password. Initiate a distribution from your account. . A contribution must be invested with Franklin Templeton 529 College Savings Plan for a period of 5 Business Days prior to distribution. Whether your child has chosen to attend a university or a trade school, locally or out of state, we have the information you need to help you to take a distribution quickly and securely from your Franklin Templeton 529 account. Also used to cancel authorization. Use this form to change or add a broker-dealer on an existing Franklin Templeton fund account. Investors should carefully consider plan investment goals, risks, charges and expenses before investing. Client Select Series Withdrawal Request Form Complete and submit all pages of this form if you are requesting a withdrawal from a NextGen® 529 Account. he issuance of this distribution until 10 Busine Authorize a financial advisor to make electronic withdrawals from a my529 account into the bank account. Publication Date: June 2025 Form - Franklin 529 Distribution Request Initiate a distribution from your account. Client Use: Yes From key 529 forms to our range of College-related calculators, access our helpful tools to help you with your clients’ education savings strategy. The Franklin Templeton 529 College Savings Plan is required to file IRS Form 95 Wells Ave Suite 160 istribution from your Savings Plan Account. All requests must be made by the account owner. Withdrawals When it’s time to use your savings Whether your child chooses a university or trade school, in state or out of state, we help you make quick and secure withdrawals from your Franklin Templeton 529 account, allowing you to access your funds anytime with our easy withdrawal process. Revoke the authorization of individual (s) to be able to sign my529 forms on behalf of the entity administering a CSA program. Use this form to add, change, or delete Recurring Contributions and Bank Information to your Franklin Templeton 529 College Savings Plan Account. 7m lrqhw ckloiw bd1jub ul fr lcqnh cytw rhnw 0o1u