Accounting and Auditing forms can be located in the drop downs on this page. Forms are numbered according to Bureau, a key to the numbering system is below.The annual Statement of Financial Interest is due July 1, 2024. Information for Account Holders:. ➁ Choose Investment Funds > Self-Directed. This online system enables federal covered advisers to notice-file in all desired states via a single electronic form. Visit franklintempleton. Com for more details. Notice. The annual Statement of Financial Interests is due July 1, 2025. Attach all pages of your most recent statement for this account to avoid any delays.