Sl No.

NON FINANCIAL TRANSACTION FORM

(For Existing Investors only. Use separate form for each transaction.)
Advisor ARN / RIA Code/ Portfolio
Sub-broker/Branch Code Sub-broker ARN Representative EUIN For office use only
Manager's Registration No.

The upfront commission on investment made by the investor, if any, shall be paid to the ARN Holder (AMFI registered distributor) directly by the investor, based on the investor’s assessment of various factors including service rendered by the ARN Holder. Applicable only
if ARN is mentioned but EUIN box is left blank: “I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above
distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.” Applicable only if RIA Code/ Portfolio Manager's Registration Number is mentioned:
“I / We hereby give you my/our consent to share/provide the transactions data feed/portfolio holdings/ NAV etc. in respect of my/our investments under Direct Plan of all Schemes managed by you, to the SEBI-Registered Investment Adviser/ SEBI Registered Portfolio
Manager whose code is mentioned herein.” By registering my mobile number, I hereby authorize Franklin Templeton Asset Management (India) Pvt. Ltd or any of its authorised representative to call on my registered mobile number irrespective of its registration in Do Not
Disturb (DND) registry of TRAI. I have opted to receive updates from Franklin Templeton via SMS and WhatsApp. I am aware about the option to opt-out from all our promotional messages at my choice and the timeline to effect such modification. I acknowledge that DND
registration/opt-out will not stop regulatory and service related messages.

First/Sole Applicant/Guardian Second Applicant Third Applicant

MY DETAILS (To be filled in Block Letters. Please provide the following details in full.)

My Name

My Folio Number Scheme (Account) Number

I WISH TO CHANGE MY ADDRESS

FOR KYC COMPLIED FOLIO ACCOUNT: Change of address should be submitted in KYC change form. FOR NON KYC FOLIOS ACCOUNT: Attach self attested 1. Proof of address (Passport,
Ration card, Driving license, Voter ID, Registered lease / Sale agreement of residence/ Latest bank statement / Electricity bill / Landline bill / Gas bill) And 2. PAN Card (For Pan except cases:
Attach Identity proof - Passport / Driving license / Voter ID / Aadhaar). Copies of all documents submitted should be accompanied by originals for verification or they should be attested by a KYD
complied distributor or personnel / entities authorized for attesting as per KYC guidelines.

Landmark

City Pin Code

(Mandatory) State

I WISH TO UPDATE MY CONTACT DETAILS (All existing details will be updated with details provided below.)
Email ID
(in capital)
Mobile +91 Tel. (Off) (STD Code)
Tel. (Resi) (STD Code) Fax (STD Code)
I declare that Email address and Mobile number provided in this form belongs to (tick one option) Self (or) Family Member, and approve for usage of these contact details for any communication with FTMF.
Please note all kinds of investor communication will be sent through email only instead of physical, for investors who provide their email address. Should they wish to have a hard copy, email request can be sent to
[email protected]

I WISH TO CHANGE MY BANK MANDATE DETAILS (Please allow 10 calendar days for registering the Change of Bank request.)
Attach any one of: Cancelled Cheque with name & account number pre-printed Latest Bank statement Latest Pass book Bank Letter. Submit originals of any one of the documents
mentioned above, or Bank Attested Copy or Originals should be produced for verification. All supporting documents should clearly evidence the bank name, bank account number and names of all account
holders. This new bank will be treated as your default bank account. All future Redemption and Dividends (income distribution cum capital withdrawal) payments will be made into this bank account.

Bank name

Core Bank A/c. Type: Savings Current NRE NRO FCNR Others___________
Account No.:

Branch Address

City Pin

IFSC Code MICR Code

(11 digit) (9 digit)

I WISH TO UPDATE MY PAN, KYC & GST DETAILS GST No.

KYC Compliance is mandatory for all Investors (including Sikkim Resident) irrespective of the amount of investment. Investment without valid KYC will be rejected. Please submit CKYC Form, KRA KYC Application Form with CKYC
supplementary form or copy of KYC acknowledgement issued by KRA/CKYCR. If you have already provided KYC acknowledgement for this folio, you need not provide the same again.
Applicant PAN No. / PEKRN (Mandatory) KIN No. (Mandatory if KYC done via CKYC) Date of Birth

1st D D / M M / Y Y
2nd D D / M M / Y Y
3rd D D / M M / Y Y
G or POA^ D D / M M / Y Y
#Date of Birth - Mandatory if CKYC ID mentioned. G: Guardian; ^POA: Power Of Attorney
^

PoA (Power of Attorney) REGISTRATION DETAILS (Refer instructions)

Name of the PoA holder

KYC Letter (Mandatory)

PAN of the PoA holder Attached
Notarized copy of PoA

ACKNOWLEDGMENT SLIP Sl. No.

Investor Name

Folio Number/s

Change of Address Change of Bank Mandate PoA Registration Contact Details PAN and KYC Updation Change in Mode of Holding
Consolidation of Folios Nomination Details Cancellation for Systematic Transactions: SIP STP SWP Transfer of IDCW Plan - Cancellation ISC Stamp & Signature
 I WISH TO CHANGE MY MODE OF HOLDING (All Joint Holders should sign as per existing unit holding, even in case of “Any one or Survivor”)
New Mode of Holding (please tickü) Anyone or Survivor Joint Holding

I WISH TO CANCEL MY SYSTEMATIC TRANSCATIONS (SIP/ SWP/ STP)

Scheme Name/Plan/option

Transaction Type (Please ü) Installment / Transfer Dates OR Weekly Dates: 7th, 14th, 21th, 28th OR Daily STP

At least 7 days’ prior intimation from the expected effective date should be provided for cancellation/
Amount in Rs. termination of STP/ SWP and 20 days in case of SIP

SIP Auto Debit Bank Name

STP in to Scheme
Bank Account No. (in case of STP)

I WISH TO CANCEL MY TRANSFER OF INCOME DISTRIBUTION CUM CAPITAL WITHDRAWAL PLAN (Transfer of IDCW Plan)
(Please allow 15 calendar days for Transfer of IDCW Plan Cancellation)

Scheme Name/Plan/option

New Dividend (Income Distribution cum capital withdrawal) Sub option Payout of Income Distribution cum capital withdrawal option Reinvestment of Income Distribution cum capital withdrawal option

CONSOLIDATION OF FOLIOS/ACCOUNTS (All Joint Holders should sign, even in case of “Any one or Survivor”)
Folios/Accounts to be consolidated (Mention all source folios/accounts i.e. the folios/accounts to be consolidated, here)
1. 2. 3.
4. 5. 6.

Target Folio/Account No. for consolidation Note: Consolidation of various folios/accounts can take place only if a. Names of unit holders, b. Order of
(Mention the target folio/account here, wherein all folios/accounts needs to be consolidated) unit holders and c. Tax status is identical in all the mentioned folios/accounts. By requesting for
consolidation of folios/accounts, the unit holder/s agree that the mode of holding, bank mandate, address
Target Folio/Account (only one) and nomination details in the Target Folio/Accounts will be applicable and will prevail after consolidation
even if they were different details in source folios/accounts.

NOMINATION DETAILS (In case of more than one nominee, please submit a separate nomination form available with any of our ISCs or on our website). Refer instructions.
For Minor Nominee (Mandatory to attach DOB Proof)
Nominee Name and Address Allocation Nominee/ Guardian Signature
DOB Guardian Name & Address

100 % X

DEPOSITORY ACCOUNT DETAILS (Optional. To be filled if investor wishes to hold the units in Demat mode). Refer instructions.
NSDL: DP Name DP ID I N Beneficiary Ac No.
CDSL: DP Name Beneficiary Ac No.

Please ensure that the sequence of names as mentioned in this Application Form matches with the sequence of names in the Demat account. Enclosed (Mandatory) Client Master List OR DP statement

DECLARATION & SIGNATURES (To be signed as per the Existing Mode of Holding) Date _____________________________________ Place ____________________________________
Having read and understood the contents of the Statement of Additional Information, Scheme Information Document of the Fund, the Key Information Memorandum and the Addenda issued till date, I/we hereby apply to theTrustees of Franklin Templeton
Mutual Fund for registration of any of the aforesaid facility, and agree to abide by any Act, Rules, Regulations, Notifications, Directions, Guidelines, Orders or instructions issued by any Indian or foreign governmental or statutory or judicial or regulatory
authorities/ agencies and the terms, conditions, rules and regulations of the Fund and the aforesaid facility(ies) as on the date ofthis application. I/We confirm that the funds invested legally belong to me/us and that I/we have not received nor been induced by
any rebate or gifts,directly or indirectly in making this investment and are not in contravention or evasion of any laws in force. I/We declare that all the particulars given herein are true, correct and complete tothe best of my/our knowledge and belief and will
promptly inform FTI about any changes thereto. I/ we hereby agree to provide any additional information/ documentation that may be required by FTI. I hereby agree and accept that the Mutual Funds, their authorised agents, representatives, distributors its
sponsor, AMC, trustees, their employees, service providers, representatives ('the Authorised Parties')are not liable or responsible for any losses, costs,damages arising out of any actions undertaken or as a result of this investment or activities performed by them
on the basis of the information provided by me as also due to my not intimating / delay in intimating such changes. I authorize the mutualfund to disclose, share, remit in any form, mode or manner, all / any of the information provided by me to Authorised Parties
including any of the Indian or foreign governmental or statutory or judicialauthorities / agencies including Financial Intelligence unit-India (FIU-IND) without any obligation of advising me/us of thesame. I/We confirm that I/we have provided my/our Aadhaar
details for KYC purpose absolutely at our volition.

Sole / First Unit Holder Second Unit Holder Third Unit Holder

INSTRUCTIONS: 1. This Transaction Form can be used for all Non-Financial transactions that an existing account holder may want to make with Franklin Templeton Mutual Funds. Existing unitholders should mention
the existing Account Number, Scheme & Plan of their existing investment in the provided box. 2. In case you would like to effect a Change of Address, Change in Bank Account for more than one Scheme, please use a
separate Non-Financial Transaction Form for each change. 3. Nomination: The nomination details should be filled up only by investors who opt for allotment in physical (non-demat) form. In case of units held in
electronic (demat) form, the nomination details as recorded for the depository account shall be applicable. Nomination would normally be registered at the Folio level and will be recorded for all Accounts under that
Folio. However the investor may choose to register different nomination for any of the Accounts under that Folio. In case of switch which results in creation of a new Account, the nomination, if any, registered in the source
(switch-out) account will automatically be registered for the destination (switch-in) account. In case of subscription which results in creation of a new Account, the nomination registered in the last transacted account
under that Folio will be automatically registered for the new account. Where a minor is nominated, the name and address of the guardian of the minor nominee shall be provided by the unit holder(s). Nomination can be
made only by individuals applying for/holding units on their own behalf singly or jointly. Nomination cannot be registered in Folios/Accounts held in the name of a minor. A new nomination or any change in the
nomination already registered with the Mutual Fund/AMC will overwrite the existing nomination registered. 4. Depository Account Details: (a) The units are offered for subscription in electronic as well as in physical
form. If you wish to subscribe to units in electronic form, please fill the ‘DEPOSITORY ACCOUNT DETAILS’ in the form. If such details are not given, it would be deemed that you have opted for subscribing unit(s) in
physical form and in such cases Account Statement would be issued for valid applications. Please ensure that the sequence of names as mentioned in this Application Form matches with the sequence of names in the
Demat account. (b) Investors who have an existing units holding in the same account in which the current purchase is being made and have opted for allotment in Demat form for the current purchase, may get their
existing unit holding converted into Demat form as well. The existing holding will be credited to the same Demat account as that of the current purchase. Note: Please submit legible copies of the application client master
list or DP statement of account if the units are to be allotted under Demat form. The date of Demat account statement should be within 90 days of the application. 5. POA Registration: Only a general Power of Attorney
agreement without any restrictions and perennial validity is accepted. The PoA must be executed on stamp paper and registered in India and a duly notarized copy should be enclosed. The PoA must have signatures of the
investor as well the PoA holder. If the signature of PoA holder is not available, the fund may call for additional documents or declarations on a case to case basis. PoA will be registered within 10 working days of receipt of
all valid documents. 6. The investors should provide primary account holder’s own email ID and mobile number while providing the contact details, for speed and ease of communication in a convenient and cost -
effective manner and to help prevent fraudulent transactions. In case contact details of a Family member are provided, investor(s) need to give a declaration to this effect. Further, all contact details (i.e., email address ,
Mobile number) should be of same individual. Providing email address of self and phone number of others and vice versa is not acceptable. If it is identified that the contact details provided in the application form may
not be of the investor, or the same appears incorrect / doubtful, then Franklin Templeton may choose not to capture/update such email address and mobile number “Family” for this purpose would mean Spouse ,
Dependent Children, Dependent Parents only.

1800 425 4255 or 1800 258 4255 (from 8 am to 9 pm, Monday to Saturday) [email protected] www. franklintempletonindia.com

Quick Name, Address are correctly mentioned Full scheme name, plan, option is mentioned Additional documents provided if investor name is
Checklist
30 March, 2019

Email ID / Mobile number are mentioned Pay-In bank details and supportings are attached not pre-printed on payment cheque or if
KYC information provided for each applicant Nomination facility opted Demand Draft is used.
FATCA/CRS details provided for each applicant Form is signed by all applicants Non Individual investors should attach
Corporate Documents/ Trust Deed Proof of relationship with minor FATCA Details and Declaration Form
UBO Declaration Form
PoA Documents