The PDF version of these forms are FILLABLE. They can be filled out electronically, then printed.You'll receive an email within 24 hours explaining what documents are needed to complete your claim. Typically, we require: A copy of the death certificate. Verify the state of residence of a deceased individual. Use this form to designate or change your Transfer on Death beneficiary on your Franklin Templeton mutual fund account. This booklet will help you know what steps have to be taken to probate the estate and transfer other assets that the deceased owned before death. The Probate Court will usually authorize the Executor named in the Will to administer the deceased's estate. Under local state laws, Franklin's assets would be divided up among her children.