The two main types of IRA rollovers are direct and indirect rollovers. In a direct rollover, your financial institution or retirement plan administrator directly sends funds to a TIAA IRA. In an indirect IRA rollover, the financial institution sends you the funds. You must reinvest the funds in the new IRA.

The Request for Transfer or Conversion to an IRA for Traditional (including SEP), Roth, and SIMPLE IRAs form is designed to assist you in transferring or converting assets from one individual retirement account (IRA) to another IRA.

Beneficiary Transfer/ Distribution Request Form — Request a transfer and/or distribution of retirement assets to the beneficiary of an IRA, Roth IRA, SEP IRA, SIMPLE IRA or SAR-SEP account for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.

Rollover IRAs can also provide a wider range of investment options and low fees, particularly compared with 401(k)s, which can have a short list of investment options and higher administrative fees.

Contact your financial professional, visit franklintempleton or call us at (800) 527-2020.

Our transfer agent is Computershare.

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The transferor is the entity that is the current owner. The transferee is the entity to which the shares are to be transferred.Franklin India Bluechip Fund ). To make sure you haven't missed anything important, keep an eye on this list of everything you need to complete the transfer application process. Probate is the process of proving that the Will is valid (legally acceptable). During probate, the Will must be proved to the satisfaction of the Court. Use the Existing Bank Account. Send the proceeds to the bank account currently linked to your Franklin Templeton account. Your account numbers are masked, except for the last four digits, and you cannot complete transactions without logging in. Check here and fill out the ACH instructions below to receive the Purchase Price via.

Letter Notification Transfer Without Cheque In Franklin

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