Franklin Templeton 529 Plan Phone Number

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Contact Us Franklin Templeton

3 hours ago Franklintempleton.com Show details

(866) 362-1597529 College Savings Plans. Franklin Templeton Plan (866) 362-1597

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What is a 529 Plan? Franklin Templeton

3 hours ago Franklintempleton.com Show details

The plan is managed by Franklin Mutual Advisers, LLC, an affiliate of Franklin Distributors, LLC. Plan portfolios generally invest in mutual funds managed by affiliates of Franklin Mutual Advisers, LLC. An investment in Franklin Templeton 529 College Savings Plan is an investment in a municipal security that may invest in one or more underlying

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Contact Us Franklin Templeton

5 hours ago Origin-franklintempleton.com Show details

If you place a call to, or receive a call from, our employees, you will be deemed to have consented to the recording and/or monitoring. To contact Legg Mason directly, click here. Phone. Phone. Online. Mail. Call us Monday to Friday from 5:30 A.M. to 5 P.M. PT.

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Franklin Templeton

9 hours ago Franklintempleton.com Show details

(866) 362-1597page 2 of 4 Questions? Contact your financial professional, visit franklintempleton.com or call us at (866) 362-1597. (continued) 3 CURRENT SECTION 529 PROGRAM MANAGER OR RECORD-KEEPER (cont’d.) n Partial Rollover/Transfer/Transfer in Kind (TIK) Check here to move a portion of your current account(s) and forward proceeds to your Franklin Templeton 529 College Savings Plan Account.

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Contact Us NJBEST

2 hours ago Njbest.com Show details

NJBEST New Jersey's 529 College Savings Plan is offered and administered by the New Jersey Higher Education Student Assistance Authority (HESAA); managed and distributed by Franklin Distributors, LLC, an affiliate of Franklin Resources, Inc., which operates as Franklin Templeton.

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Two Easy Ways to Access Your 529 Plan Account Information

7 hours ago Accounts.franklintempleton.com Show details

(866) 362-1597Franklin Templeton Distributors, Inc. One Franklin Parkway San Mateo, CA 94403-1906 Two Easy Ways to Access Your 529 Plan Account Information franklintempleton.com Access 529 College Savings Plan information 24 hours a day, seven days a week. (866) 362-1597 • To order an Investor Kit or literature, press 1.

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Franklin Templeton 529 College Savings Plan New Jersey

7 hours ago Savingforcollege.com Show details

New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option. To find a financial advisor in your area, use the Directory of Financial Professionals.

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Contact Us Franklin Resources

Just Now Franklinresources.com Show details

Contact our global Corporate Communications team. The Company's common stock is traded on the New York Stock Exchange ('NYSE') under the ticker symbol BEN. Please use the contact information below if you are a:

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New Jersey 529 College Savings Plan NJBEST

3 hours ago Njbest.com Show details

NJBEST New Jersey's 529 College Savings Plan is offered and administered by the New Jersey Higher Education Student Assistance Authority (HESAA); managed and distributed by Franklin Distributors, LLC, an affiliate of Franklin Resources, Inc., which operates as Franklin Templeton. Investments in NJBEST are not insured by the FDIC or any other

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Franklin Templeton

7 hours ago Accounts.franklintempleton.com Show details

Franklin Distributors, LLC. Member FINRA / SIPC. All entities mentioned are Franklin Templeton affiliates companies. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.

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Franklin Templeton

2 hours ago Profile.franklintempleton.com Show details

JavaScript must be enabled to sign in. Please enable JavaScript via your browser settings to sign in.

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529 COLLEGE SAVINGS PLAN ACCOUNT APPLICATION

8 hours ago Franklintempleton.com Show details

Franklin Templeton 529 Plan Account. (Endorse check from prior program or make new check payable to “Franklin Templeton 529 College Savings Plan.”) You may complete only one rollover/transfer contribution per Beneficiary within a 12-month period.

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Locate / Contact Us Franklin Templeton Investments

9 hours ago Franklintempletonindia.com Show details

Franklin Templeton Asset Management (India) Pvt. Ltd Registered Office: Indiabulls Finance Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West), Mumbai- 400 013. CIN: U67190MH1995PTC093356

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DISTRIBUTION FORM Franklin Templeton Investments

7 hours ago Franklintempleton.com Show details

Use this form to request a distribution from a Franklin Templeton 529 College Savings Plan1 Account. Note: Only the Plan Account Owner may request a distribution. If completing by hand, please print clearly in CAPITAL LETTERS using blue or black ink. If applicable, provide any Franklin Templeton case number(s) related to your request:

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529 COLLEGE SAVINGS PLAN ACCOUNT REVISION FORM

8 hours ago Franklintempleton.com Show details

Use this form to add, change or discontinue account options on an existing Franklin Templeton 529 College Savings Plan Account. • IMPORTANT: Section 1 and Section 11 are required for ALL requests. • To change your contact information, complete Section 2.

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Franklin Templeton Investments

6 hours ago Accounts.franklintempleton.com Show details

You need to enable javascript to properly use this site. <iframe src="https://www.googletagmanager.com/ns.html?id=GTM-WW8P2JH" height="0" width="0" style="display

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Franklin Templeton 529 College Savings Plan Guide to 529

8 hours ago Savingforcollege.com Show details

New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option. To find a financial advisor in your area, use the Directory of Financial Professionals.

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Contact Us Columbia Threadneedle Investments US

9 hours ago Columbiathreadneedleus.com Show details

Standard Mail. Columbia Management Investment Services, Corp. P.O. Box 219104 Kansas City, MO 64121-9104

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529 COLLEGE SAVINGS PLAN WORKPLACE 529 PROGRAM …

9 hours ago Franklintempleton.com Show details

(866) 362-1597Please contact your financial advisor or call Franklin Templeton at (866) 362-1597. page 1 of 12 Complete this application if you are establishing a Franklin Templeton 529 College Savings Plan with your employer. A separate application MUST be completed for each Plan Account established by an Account Owner, including a Plan Account established for

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529 COLLEE SAINS PLAN PAYROLL DEDUCTION FORM

7 hours ago Franklintempleton.com Show details

529 COLLEE SAINS PLAN PAYROLL DEDUCTION FORM uestions Contact your financial professional, visit franklintempleton.com or call us at 259. page 1 of 2 Complete this form to establish payroll deduction contributions from your paycheck into a new or existing Franklin Templeton 529 College Savings Plan Account.

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DISTRIBUTION FORM 529NJ FWD 07/21 New Jersey 529 …

2 hours ago Njbest.com Show details

Use this form to request a distribution from an NJBEST 529 College Savings Plan1 Account. Note: Only the Plan Account Owner may request a distribution. If completing by hand, please print clearly in CAPITAL LETTERS using blue or black ink. If applicable, provide any Franklin Templeton case number(s) related to your request: 1 ACCOUNT INFORMATION

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NJBEST and Franklin Templeton 529 College Savings Plans

3 hours ago Origin-franklintempleton.com Show details

529 Portfolios. Franklin Templeton and Legacy Legg Mason Products. Solutions Solutions; Retirement Planning. Education Savings. Small Business Retirement Plans.

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Apply for NJBEST Scholarship NJBEST

1 hours ago Njbest.com Show details

NJBEST New Jersey's 529 College Savings Plan is offered and administered by the New Jersey Higher Education Student Assistance Authority (HESAA); managed and distributed by Franklin Distributors, LLC, an affiliate of Franklin Resources, Inc., which operates as Franklin Templeton.

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All Franklin Templeton 529 College Savings Plan Portfolios

6 hours ago Savingforcollege.com Show details

Find a Pro. New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option. To find a financial advisor in your area, use the Directory of Financial Professionals.

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ROLLOVER/TRANSFER REQUEST FORM 529NJ FROLL 07/21

4 hours ago Njbest.com Show details

If applicable, provide any Franklin Templeton case number(s) related to your request: If you do not currently have an NJBEST 529 College Savings Plan Account, this form MUST be accompanied by an NJBEST 529 College Savings Plan Account Application. If completing by hand, please print clearly in CAPITAL LETTERS using blue or black ink.

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ATATIC INESTENT PAN New Jersey 529 College Savings Plan

4 hours ago Njbest.com Show details

Primary phone number Alternate phone number ( ) ( ) 2 AUTOMATIC INVESTMENT PLAN Complete this section to establish an automatic investment plan directly FROM a bank account TO your NJBEST 529 College Savings Plan portfolio(s). • Franklin Templeton may take up to 15 days to establish your automatic investment. $25 investment minimum per portfolio.

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ACCOUNT REVISION FORM 529NJ FREV 10/21 New Jersey …

3 hours ago Njbest.com Show details

Contact us at (877) 4NJ-BEST or visit NJBEST.com page 1 of 8 Use this form to add, change or discontinue account options on an existing NJBEST 529 College Savings Plan Account. • IMPORTANT: Section 1 and Section 11 are required for ALL requests. • …

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ShareHolder

8 hours ago Accounts.franklintempleton.com Show details

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NJBEST MATCHING GRANT PROGRAM APPLICATION …

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NJBEST 529 College Savings Plan or Franklin Templeton 529 account owners who are New Jersey residents and have a household adjusted gross income (AGI) between $0 - $75,000, are eligible for a dollar-for-dollar match of the initial deposit amount, up to $750.

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NJBEST MATCHING GRANT PROGRAM

9 hours ago Hesaa.org Show details

deposit to a NJBEST or Franklin Templeton 529 College Savings Plan account when the account is initially opened by a taxpayer with a household adjusted gross income between $0 ‐ $75,000. NJBEST or Franklin Templeton 529 Account. (address of record, phone number, email address) will

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Franklin Templeton Growth & Income Portfolio

6 hours ago Savingforcollege.com Show details

The Maine NextGen 529 -- Client Select Series advisor-sold 529 is managed by Sumday Administration, LLC and distributed by BlackRock Investments, LLC.. The plan consists of age-based, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, Lord Abbett, MainStay, MFS and

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529 Revision Form

5 hours ago Origin-franklintempleton.com Show details

Use this form for Franklin Templeton 529 Plan account revisions, such as change of address, Account Owner, Beneficiary, investment option or to establish or modify an automatic investment plan.

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Franklin Templeton Investments Selected by New Jersey

3 hours ago Origin-franklintempleton.com Show details

Contact Us; My Cart (0) My Cart (0) My Cart Summary. View Cart. View cart to edit items or checkout. My Accounts; Sign In/Register 529 Portfolios. Franklin Templeton and Legacy Legg Mason Products.

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529 Automatic Investment Plan Form

1 hours ago Origin-franklintempleton.com Show details

This form is used to establish or change an automatic investment plan from your bank account into an existing Franklin Templeton 529 College Savings Plan.

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Two Easy Ways to Access Your NJBEST Account Information

7 hours ago Accounts.franklintempleton.com Show details

(877) 465-2378Franklin Templeton Distributors, Inc. One Franklin Parkway San Mateo, CA 94403-1906 Two Easy Ways to Access Your NJBEST Account Information NJBEST.com Access NJBEST 529 College Savings Plan information 24 hours a day, seven days a week. (877) 4NJBEST (877) 465-2378 • To order an Investor Kit or literature, press 1.

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Franklin Templeton 529 College Savings PlanFlip eBook

5 hours ago Anyflip.com Show details

View flipping ebook version of Franklin Templeton 529 College Savings Plan published by on 2017-02-06. Interested in flipbooks about Franklin Templeton 529 College Savings Plan? Check more flip ebooks related to Franklin Templeton 529 College Savings Plan of . Share Franklin Templeton 529 College Savings Plan everywhere for free.

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Account FAQs Franklin Templeton

7 hours ago Origin-franklintempleton.com Show details

To open a new account online by exchanging shares: Log into your franklintempleton.com account. Under “My Accounts,” click on the desired account number. Click on “Exchange,” then re-renter your password or answer a security question. Follow the instructions and click “Submit”.

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Important Disclosures Primerica

5 hours ago Primerica.com Show details

855-357-1054Primerica Mortgage, LLC is a state licensed Mortgage Broker, with its headquarters office located at 1 Primerica Parkway, Duluth, GA 30099-0001. Phone Number: 1-855-357-1054. Mortgage products are offered through a contractual agreement between Primerica Mortgage, LLC and a third party lender.

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Help with 529 plan : personalfinance

6 hours ago Reddit.com Show details

So my dad in 2003 opened a Franklin Templeton 529 college savings plan with a advisor. It currently has $24k in it as of right now and I’m going to … Press J to jump to the feed.

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Compare 529 Plans Saving for College

6 hours ago Savingforcollege.com Show details

Use Savingforcollege.com's 529 Plan Comparison tool for side-by-side comparisons of 529 plans across the features most important to you. 529 Plans 529 Plan Ratings and Rankings

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Account Opening Form Franklin Templeton

4 hours ago Profile.franklintempleton.com Show details

Account Opening Form - Franklin Templeton

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Help Desk : Michigan Education Savings Program (MESP)

9 hours ago Misaves.com Show details

877-861-6377Call Us: 1-877-861-6377. Monday to Friday. 8:00AM to 8:00PM ET. Mailing Address for Forms. STANDARD DELIVERY. Michigan Education Savings Program …

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529 Education Savings Plans Wintrust Wealth Management

8 hours ago Wintrustwealth.com Show details

529 plan costs range from 0%–2.5% of your assets per year, plus some front- and/or back-end sales fees. For example, if you have $100,000 invested and the expense ratio is 1.5%, you pay $1,500 that year. This is a standard practice in the mutual fund industry.

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Sign In Franklin Templeton

8 hours ago Accounts.franklintempleton.com Show details

Franklin Distributors, LLC. Member FINRA / SIPC. All entities mentioned are Franklin Templeton affiliates companies. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.

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Frequently Asked Questions

Can I start a 529 account without a beneficiary?

The IRS requires that a 529 account be opened for a living beneficiary who has a Social Security Number. This requirement rules out opening a 529 account with an unborn child as the beneficiary. However, 529 plans offer the flexibility to later change the beneficiary.

Who can be a 529 account beneficiary?

A beneficiary is the person allowed to use the 529 plan funds. Normally, the named beneficiary is a son, daughter, grandson or granddaughter. But there's a lot of confusion surrounding changing beneficiaries.

Can I fund a 529 with a retirement account?

You can roll over IRA funds into many other types of retirement plan, but you cannot roll them over to a 529 account, and you could face some taxes and penalties if you use IRA funds to establish or build a 529. There are two ways to use IRA money to fund a 529 savings plan.

What 529 college savings account can pay for?

A 529 college savings plan can be used to pay for some qualified room and board expenses like rent or other housing costs. This applies to both on-campus and off-campus room and board, as long as the costs were incurred during an academic period where you're enrolled.

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