IMPORTANT INFORMATION: • Use this form to re-register or transfer an existing non-retirement account to a new registration. The below forms are for Franklin Templeton funds.Do NOT use these forms for Western Asset Money funds. General. An estate changes to a testamentary trust, Assign an EIN. A trust changes to an estate, Assign an EIN. If you are requesting transfer of savings bonds to a trust, carefully read and complete the Tax Liability Notice and. Tax Liability Statement on Page 2. Make sure the recipient understands that changing financial institutions requires filling out a new Direct. Certification instructions. If "Yes," complete Form 6069. 5.