Get Fidelity Certification Of Trust

Filling out the Fidelity Certification of Trust online can help you efficiently certify your trust to Fidelity. This guide is designed to walk you through each step of the process, ensuring that you provide all necessary information accurately and comprehensively.

Follow the steps to complete your Certification of Trust online.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In the first section titled 'Trust Information', fill in the required fields: the name of the trust, trust account number, date of trust, trust taxpayer ID or social security number, and the names of both the grantor(s) and trustee(s). If there are additional trustees, make copies of this section as necessary. If there are no persons who can amend or revoke the trust, write 'none' on each line provided.
3. In the 'Trustee Certification' section, each trustee must review the certification statement, sign, and date it on the next page. Ensure that each signature is notarized. This confirms that all trustees are authorized, and the trust has not been revoked or modified in a manner that would alter the accuracy of the certification.
4. If additional signatures are needed, make copies of the certification page. Each trustee's name should be printed, followed by their signature and the date of signing.
5. Complete the notary section by having a U.S. notary present to acknowledge each trustee's signature. They must fill out their details, including name, signature, and commission expiration date.
6. Once all signatures are obtained and the form is fully completed, review to ensure that no fields are left blank. Attach any necessary documents that are required.
7. Finally, send the entire form and any attachments to Fidelity Investments using the provided mailing addresses for regular or overnight mail.

Start filling out your Fidelity Certification of Trust online today to ensure your trust is properly certified.