Get Irrevocable Stock Or Bond Power Form (pdf) - Fidelity Charitable - Fidelitycharitable

This guide provides a clear and supportive approach to filling out the Irrevocable Stock Or Bond Power Form from Fidelity Charitable. Whether you are familiar with legal documents or not, this step-by-step guide will assist you in completing the form accurately and efficiently.

Follow the steps to fill out the form with confidence.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Carefully read the introductory notes that indicate the purpose of the form, ensuring you understand that it is to be used when you cannot endorse a stock or bond certificate.
3. In the section for stocks, fill in the number of shares you are transferring, specifying whether they are common or preferred shares and listing the certificate numbers along with the company name.
4. If your stock is restricted, indicate 'Yes' or 'No' to the question asking if it is restricted stock.
5. For bonds, provide the number of bonds, the principal amount, and fill in the description of the company or municipality, as well as the respective certificate numbers and face amount.
6. After completing the relevant sections, you will need to provide your signature, printed name, and the date at the designated areas.
7. Ensure that if the stock is registered in multiple names, all parties sign in accordance with how their names appear on the certificate.
8. Acquire a Medallion Signature Guarantee by visiting an appropriate financial institution, ensuring that it is properly stamped in the indicated area.
9. Finally, review the form for completeness and accuracy, then save your changes, download, print, or share the form as needed.

Start filling out your form online today to simplify the process!