The below forms are for Franklin Templeton funds. Do NOT use these forms for Western Asset Money funds. General.The document establishes the LIONS Charitable Trust through a deed between a settlor and six trustees to hold funds in trust for public charitable purposes. Exemption applications must be filed with your local assessor's office. See our Municipal Profiles for your local assessor's mailing address. You can fill out the worksheet on your computer, print, then send to Surrogate Court. Use this form to designate or change your Transfer on Death beneficiary on your Franklin Templeton mutual fund account. This document establishes a Deed of Trust to create a charitable trust called "Good Deeds Angel". The trust is established with an initial endowment of Rs. As a Notary, how do you stay impartial if the signer is your relative?