How can I change my beneficiary on my retirement plan?

Asked 3 months ago
To change a beneficiary on a retirement plan with Franklin Templeton, you will typically need to complete a designated beneficiary change form. This form can usually be found on the Franklin Templeton website or by logging in to your retirement account. It often requires you to provide information about your current beneficiary and details about the new beneficiary you would like to designate. Once you have filled out the form, you will need to submit it according to the instructions provided, which may involve mailing, faxing, or submitting it online. It is important to ensure that the form is filled out completely and accurately to avoid any processing delays. Additionally, it may be a good idea to review the guidelines specific to your retirement plan, as procedures can vary. For the latest information regarding beneficiary changes, you might want to check the relevant pages on the Franklin Templeton website.
Jeff Whelpley is the editor / author responsible for this content.
Answered Sep 4, 2025

Need further help?

Type out your followup or related question and we will get you an answer right away.

Similar Questions

Need to call Franklin Templeton Retirement Plans?

If you need to call Franklin Templeton Retirement Plans customer service, now that you have the answers that you needed, click the button below. You can either call them on your phone or use our free AI-powered phone to dial for you, get a rep for you, and more.
Call Franklin Templeton Retirement Plans

Franklin Templeton Retirement Plans

Find a list of many popular Franklin Templeton Retirement Plans questions with answers or step by step guides on our FAQ page below. Or ask a whole new question and get an answer right away.
Call Franklin Templeton Retirement PlansFranklin Templeton Retirement Plans Customer Service FAQAsk a Question
Was this page helpful?YesNeeds work
Sharing is what powers GetHuman's free customer service contact information and tools. You can help!