Form ID: 0118 Sl No.

TRANSACTION FORM FINANCIAL

(Please use separate Transactions Form for
each Scheme / Plan and Transaction) TRANSACTIONS
Advisor ARN / RIA code Sub-broker/Branch Code Sub-broker ARN Representative EUIN For office use only

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 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 whose code is mentioned herein.”

DECLARATION Date _____________________________________ Place ____________________________________

Having read and understood the contents of the Statement of Additional Information (SAI) of Franklin Templeton Mutual Fund (FTMF), respective Scheme Information Document (SID); Key Information Memorandum (KIM), the Addenda issued therein till date
(together referred as Scheme Documents) and after evaluating and acknowledging the risk factors, I / we hereby apply to the Franklin Templeton Trustee Services Pvt. Ltd., Trustees to the schemes of FTMF for units of scheme(s) of FTMF as indicated above, and
agree to abide by all applicable laws and the terms and conditions mentioned in the Scheme Documents. Notwithstanding the generality of the aforesaid undertaking, I/We hereby confirm that (i) I /we am/are not a ‘US Person’ and are not applying for Units on behalf
of any ‘US Person’ (ii) the money used for investment is my/our own and from legitimate sources (iii) the tax residency status (FATCA/CRS) and UBO details mentioned above are true and correct and (iv) the ARN holder has disclosed the details of commissions (in
the form of trail commission or any other mode), offered by competing schemes of various mutual funds falling in the category of scheme(s) being recommended to me/us and 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 applicable laws. I/ We further agree to hold FTMF, Franklin Resources Inc. its subsidiary and associate entities including their employees, directors and key managerial persons (collectively
referred as Franklin Templeton) harmless against any losses, costs, damages arising out of any actions undertaken or activities performed by them in accordance with the Scheme Documents and for any consequences in case of any of the above particulars being false,
incorrect or incomplete or for the activities performed by them in good faith or on the basis of information provided by me/us as also due to my/ our not intimating / delay in intimating such changes. I/We hereby authorise Franklin Templeton to use, disclose, share,
remit in any form, mode or manner, all / any of the information provided by me/ us, including all changes, updates to such information as and when provided by me/ us alongwith the details of investment made by me/us, to any of its agents, service providers,
representatives or distributors or any other parties located in India or outside India or any Indian or foreign governmental, statutory, regulatory, administrative or judicial authorities / agencies without any obligation of advising / informing me/us of the same. I/ We
hereby agree to keep the information provided to Franklin Templeton updated and to provide any additional information / documentation that may be required by Franklin Templeton, in connection with this application. I/We hereby provide my/our consent in
accordance with Aadhaar Act, 2016 and regulations made thereunder, for (i) collecting, storing and usage (ii) validating/authenticating and (ii) updating my/our Aadhaar number(s) in accordance with the Aadhaar Act, 2016 (and regulations made thereunder) and
PMLA. I/We hereby provide my consent for sharing/disclosing of my/our Aadhaar number including demographic information with the asset management companies of SEBI registered mutual fund and their Registrar and Transfer Agent (RTA), KRA(s) & Central
KYC Registry for the purpose of updating the same in the folios linked to my/our PAN.

Sole / First Unit Holder Second Unit Holder Third Unit Holder

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

My Name

My Folio Number Scheme (Account) Number

Scheme Name/Plan/Option*
*Scheme name for SWP. Source scheme name for Switch, STP & DTP. Nomination details will be replicated as per the last transaction in this folio.
You may attach a separate nomination form in case of change in nomination.

INVESTMENT DETAILS#: I/We would like to invest in the following schemes to meet my/our life goals (Please read Product labeling details available on cover page of KIM)
GOAL
e.g. Deepa's Marriage e.g. Home/Car
Amount in R Amount in R Amount in R
Scheme Name / Plan Options
(SIP: per Installment) (SIP: per Installment) (SIP: per Installment)
Lumpsum SIP Plan: Regular Direct Growth
Dividend Payout
Dividend Reinvestment
Lumpsum SIP Plan: Regular Direct Growth
Dividend Payout
Dividend Reinvestment
Lumpsum SIP Plan: Regular Direct Growth
Dividend Payout
Dividend Reinvestment
Total Investment per Goal
Total Investment in all Goals
DR-Dividend Reinvestment, DP Dividend Payout,
(DD Charges) Net Amount

Cheque/DD No. Bank

Bank A/C No.

Payment by NACH (Please tick as applicable:)

If Auto Debit Form (ADF) is already registered in the Folio then please mention Bank Name and Account Number below.
Bank Name Bank A/C No.
Note - The pre-existing NACH can be used only if it is an open mandate can be explicitly mentioned.

Redemption (Please read Product labeling details available on cover page of the SID, KIM and instructions before filling this Form.)

Account Number Scheme / Plan / Option Units Amount in Rs.

Note: You must specify either the Account Number or Goal with Scheme/Plan/Option

ACKNOWLEDGMENT SLIP Sl. No.

Date D D / M M / Y Y Received from

Customer Folio No. Cheque No.(s)

Additional Purchase / SIP (Rs.)

SWP STP DTP Redemption or Switch : Amount (Rs.) OR Units Service Centre Signature
& Stamp
 I WISH TO TRANSFER MY INVESTMENT TO ANOTHER SCHEME (SWITCH) (Subject to Lock-in, If any) (DOB: _____/ _____/ ___________, Mandatory for investment in FIPEP)
Amount/Units in Figures Amount/Units in Words Tick to switch all units
Rs.
OR (Please note that the Switch can be done either in Units or in Amount and not in both)
GOAL
e.g. Deepa's Marriage e.g. Home/Car
Sl. Account No.
Destination Fund /Scheme Name Plan/Options Units/Amount Rs. Units/Amount Rs. Units/Amount Rs.
No. (only for existing investor)

I WISH TO TRANSFER FIXED AMOUNTS FROM MY CURRENT INVESTMENT TO ANOTHER SCHEME (STP) ( Subject to Lock-in, If any)

Transfer Amount: Fixed Sum of OR Capital Appreciation

Frequency: Daily OR Weekly Dates: 7th, 14th, 21th, 28th OR Monthly* ____ day of the month OR Quarterly ____ day of the month

Transfer Period (Minimum 2 STP transactions) From D D / M M / Y Y To D D / M M / Y Y

Investments done in schemes through STP will be treated as investments through SIP and the load structure for SIP will be applicable. The following schemes/plans/options are not available as Source Scheme: • FIPEP • FIT • FIGSF - PF Plan

GOAL
e.g. Deepa's Marriage e.g. Home/Car
Sl. Account No. STP Amount Rs. STP Amount Rs. STP Amount Rs.
Destination Fund /Scheme Name Plan/Options
No. (only for existing investor) (per installment) (per installment) (per installment)

I WISH TO WITHDRAW FIXED AMOUNTS FROM MY CURRENT INVESTMENT AT A SET FREQUENCY (SWP) (Subject to Lock-in, If any)

Withdrawal Amount Fixed Sum of Rs. (Minimum Rs. 1000/-) OR Capital Appreciation

Date: 15th Last business day of month (Applicable for fixed amount)

Frequency Monthly* Quarterly Withdrawal Period (Minimum 6 SWP transactions) From M M / Y Y To M M / Y Y

I WISH TO TRANSFER DIVIDENDS RECEIVED FROM MY CURRENT INVESTMENT TO ANOTHER SCHEME (DTP)
To Target Scheme/Plan/Option (To where Dividend is to be transferred)

Account No. (Mention only if Transferring into Existing Scheme)

*Default Option may be applied in case of no information, ambiguity or discrepancy.

I WISH TO UPDATE MY KNOW YOUR CUSTOMER (KYC) & GST DETAILS GSTN 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) Aadhaar No.+ 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
^ ^ +
G: Guardian; POA: Power Of Attorney If Aadhaar number is not assigned
DEPOSITORY ACCOUNT DETAILS (Optional. ToAadhaar enrollment
be filled number and
if investor proof toto
wishes be hold
provided.
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