Get Fidelity Investments Pre-registration For Nonretirement Inherited Assets 2020-2025

This guide will assist you in accurately completing the Fidelity Investments Pre-Registration For Nonretirement Inherited Assets form online. By following these instructions, you will ensure a smooth transfer of inherited assets.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the form and open it for filling out.
2. Provide the deceased owner's information. Enter the account number, the full name of the deceased owner, the contact person's name, and their daytime phone number with extension. If required, indicate if you need to update the deceased owner's mailing address.
3. Fill in the new owner's (inheritor's) information. If the inheritor is opening a new account, include the new account application. Otherwise, enter the existing account number and the inheritor's name, along with their daytime phone number with extension.
4. Complete the transfer instructions. Specify how to transfer the assets: either in total or specify amounts or percentages of specific investments. List the investment name or CUSIP/symbol, number of shares or percentage, as applicable.
5. Sign and date the form. Ensure it is signed by the inheritor, legal representative, or trustee. Check for any requirements related to a Medallion signature guarantee based on the value of the assets being transferred.
6. Review the completed form for accuracy, then print it out. You may save, download, or share your finished form. Finally, send the entire form along with any necessary supporting documentation to Fidelity Investments.

Complete your Fidelity Investments Pre-Registration form online today.