Get Duplicate Statement Requestpdf Form
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How to fill out the Duplicate Statement Requestpdf Form online
Filing the Duplicate Statement Requestpdf Form online is a straightforward process that allows you to authorize Fidelity to send duplicate trade confirmations and statements to another individual. This guide provides detailed steps to assist you in completing the form accurately and efficiently.
Follow the steps to fill out the form correctly.
- Click ‘Get Form’ button to obtain the form and open it for editing.
- In the first section titled 'Account Owners', provide the names of the account holders. If applicable, list any authorized individuals for Trust and UGMA/UTMA accounts, or the Participant's name for 529 College Savings Plan accounts.
- For the 'Fidelity Accounts Included' section, enter the Fidelity account numbers for each account you want to be included in the statement request.
- In the 'Document Delivery Instructions' area, specify which types of documents you wish to have sent to the Interested Party. You can choose between brokerage statements and trade confirmations by checking the relevant boxes.
- Add the Interested Party’s details in Section 4. Input their name, company (if any), and their complete address including city, state, and ZIP code.
- If you are the Interested Party and a Fidelity customer, complete the optional section regarding online access and eDelivery. Enter your Social Security or Taxpayer ID number if you want to access statements online or receive them electronically.
- To remove an Interested Party, provide their name in the designated section, ensuring that you have accurately recorded their details.
- In the 'Signatures and Dates' section, ensure that all account owners sign the form to authorize the request. Include printed names, signatures, and the dates of signing.
- After completing the form, save your changes. You may then download, print, or share the completed form as needed.
Complete your Duplicate Statement Requestpdf Form online today for a smooth experience with your accounts.
To create a bank statement in PDF form, you can use online banking tools that often allow users to download or export their statements directly in PDF format. If a platform does not offer this option, you can manually compile your transactions into a document and save it as a PDF. For additional ease, a Duplicate Statement Requestpdf Form can be used to obtain your existing bank statement in a format that suits your needs.
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