Franklin templeton balanced portfolio franklin templeton growth and income portfolio. The remaining individual portfolios, as well as franklin templeton founding funds 529 portfolio, offer three classes of shares. A comprehensive list of all of the agebased, static and individual investment options in new jerseys franklin templeton 529 college savings plan. Government money 529 portfolio acquired 100% of the net assets of franklin templeton stable value 529 portfolio made up of money market investments, based on the respective valuations as of the closeof. Franklin templeton mutual fund common transaction form.
For more information, please contact your legg mason investor services representative or the legg mason investor services sales desk at. Principal value may be lost, and investing in the plan does not guarantee. Franklin templeton 529 withdrawal form elegant pdf the. Through various franklin templeton entities, franklin templeton investments. Read the njbest investor handbook, which contains information about. The address is vorstlaan 100, brussels, bebru, 1170, be. The maine nextgen 529 client select series advisorsold 529 plan consists of agebased, static multifund, and individualfund options from a number of money managers. Franklin templeton 529 withdrawal form elegant pdf the role. Franklin templeton agebased portfolio mfs agebased portfolio diversified portfolios blackrock 100% equity portfolio blackrock 75% equity portfolio. A separate application must be completed for each plan.
Franklin templeton 529 college savings plan investor handbook with application. Cumulative quantity discount lets you combine certain existing holdings of trust shares, and in some cases. General information download pdf report franklin templeton 529 college savings plan new jersey franklin templeton 529 college savings plan is an advisorsold 529 savings program managed by franklin templeton featuring agebased and static portfolio options utilizing mutual funds andor etfs along with a money market option. Franklin templeton 529 college savings plan new jersey higher education student assistance authority. Franklin templeton 529 college savings plan guide to 529. Read through this handbook to ensure that you understand all of the plans features, fees, benefits and risk. Emails must include an attachment pdf preferred of your request and related. Complete and submit all pages of this form if you are changing the designated beneficiary on an existing nextgen 529 account to a member of the. Two easy ways to access your 529 plan account information. The franklin templeton 529 college savings plan investor handbook contains more complete information about the plan. Complete this application to establish a franklin templeton 529 college savings plan account. Njbest 529 college savings plan, and, franklin templeton 529 college savings plan plans.
Supplement dated july 1, 20 to the franklin templeton. If you are a canadian resident and seek information on products and services available to the general public, please visit the franklin templeton public website at franklintempleton. The account owner of a 529 college savings plan may change the bene. You need to enable javascript to properly use this site. Templeton global balanced fund q3 portfolio holdings. Student assistance authority, is a great place to begin. Franklin templeton 529 college savings plan new jersey. The following portfolios will have a reduced maximum sales charge rate of 3. This content is not approved for use by primerica representatives. Spryng is a new crowdfunding tool for college savings where you create a personalized profile and share it with friends and family. Nextgen 529 client select series change of designated. One franklin parkway san mateo, ca 944031906 two easy ways to access your 529 plan account information access 529 college savings plan information 24 hours a day, seven days a week. Effective 2320, franklin templeton 529 college savings program will reduce the pricing schedule for twelve class a agebased portfolios.
Current nextgen 529 account assets may be exchanged twice per calendar year or upon a change of the designated beneficiary. This specific photograph franklin templeton 529 withdrawal form elegant pdf the role of glacial interglacial climate change in earlier mentioned will be branded together with. To obtain the investor handbook, which contains this and other information, talk to your financial advisor or call franklin templeton distributors, inc. American century, blackrock, franklin templeton, ishares, lord abbett, mainstay, mfs and neuberger berman. Franklin agebased conservative allocation age 9 10 years portfolio, franklin agedbased conservative allocation age 11 12 years portfolio, franklin agebased conservative.
Franklin templeton stable value 529 portfolio stable value portfolio reorganization on october 22, 2014, the franklin u. Read highlights including ceo jenny johnsons letter to stockholdersor download the full report. Class a, class b, class c and direct sold trust shares. Other investment to franklin templeton 529 college savings plan. Franklin templeton 529 college savings plan and the njbest 529 college savings plan. New jersey better educational savings trust new jersey 529. To the franklin templeton 529 college savings plan investor handbook dated november 1, 2009 as previously supplemented on november 25, 2009 and november 26, 2009 the investor handbook this supplement updates the investor handbook. New jersey franklin templeton 529 college savings plan is an advisorsold 529 savings program managed by franklin templeton featuring agebased and static portfolio options utilizing mutual funds andor etfs along with a money market option.
For more information, please contact your legg mason investor services representative or the legg mason investor services sales desk at 180022627. Franklin templeton 529 college savings plan investor handbook dated december 31, 2016 as previously supplemented on june 30, 2017, april 1, 2017 and january 1, 2017 investor handbook this supplement updates the investor handbook. Work with your financial advisor to select the franklin templeton 529 college. A c f s new jersey 529 college savings plan franklin. New account application franklin templeton 529 college. Allocations, excluding the franklin templeton founding funds 529 portfolio, offer four classes of trust shares.
Investments do not guarantee any specific rate of return, and you may have a gain or loss. Average annual total returns shown with fees and sales charges are net of the following. Investors should carefully consider 529 plan investment goals, risks, charges. The program currently includes the franklin templeton 529 college. Provides details about the franklin templeton 529 college savings plan, including investment. C f s new jersey 529 college savings plan franklin. Njbest new jerseys 529 college savings plan is offered and administered by the new jersey higher education student assistance authority hesaa. Franklin templeton 529 college savings plan is an advisorsold 529 plan offered by new jersey. Download the automatic investment plan form to start now. Two easy ways to access your njbest account information. Franklin templeton india invest in mutual funds online. Franklin templeton growth and income portfolio 25%. To open a new account, complete a franklin templeton 529 college savings plan application available at. Franklin templeton 529 college savings plan1 withdrawal form.
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Franklin templeton s rise survey explores attitudes and concerns about preparing, investing for and living in retirement. Product allocation and expense information franklin templeton 529 college savings plan 4. Through various franklin templeton entities, franklin templeton investme. It is not an investment in shares of the underlying mutual funds. This form requires us to report your gross distribution, the amount of earnings included in the gross distribution, whether the distribution is a trusteetotrustee transfer. Franklin templeton 529 college savings plan,1 offered nationwide by the new jersey higher education. The franklin templeton 529 college savings plan investor handbook dated september 15, 2012 as previously supplemented on december 31, 2012, july 1, 20, december 31, 20, april 1, 2014 and july 1, 2014 investor handbook this supplement updates the investor handbook.
The franklin mutual global discovery 529 investment option and franklin mutual global discovery 529 portfolio and the templeton global bond investment option and templeton global bond 529 portfolio are expected to commence operations on or after october 8, 2014. Investors should carefully consider 529 plan investment goals, risks, charges and expenses before investing. This brochure addresses the value of a college education, projected college costs, ways to pay for college and the benefits of franklin templeton 529 college savings plan, offered nationwide by the new jersey higher education student assistance authority. The agebased and objectivebased allocations, excluding the franklin templeton founding funds 529 portfolio, offer four classes of trust shares. If you do not reside in canada, please visit our international websites link for assistance with products and services legally available in your place of residence. Franklin templeton offers canadian investors information and insight, along with a wide range of funds, investment trusts, etfs and investment solutions across asset classes. I agree not to hold franklin templeton mutual fund or the sponsor, the amc, the trustee or any of their directors, employees, affiliates or representatives responsible for any consequences arising out of my investments under the said facility including non achievement of goals and loss of profit or principal. All franklin templeton 529 college savings plan portfolios. Nextgen 529 client select series investment change form.
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