Get Trustee Certification Form(pdf) - Fidelity

The Trustee Certification Form is essential for managing your Fidelity account by adding or removing trustees. This guide provides clear and detailed instructions to assist you in accurately completing the form online.

Follow the steps to fill out the Trustee Certification Form effectively.

1. Press the ‘Get Form’ button to access the Trustee Certification Form and open it in your PDF editor.
2. Begin by entering the trust information. Fill in the trust account number, Tax Identification Number (TIN or SSN), name of the trust, date of the trust, and the name along with the permanent address of the grantor.
3. For adding or removing a trustee, complete the respective sections: If naming a successor trustee, fill out Sections 1, 2A, 3, and 4; if adding a co-trustee, use Sections 1, 2B, 3, and 4; and for removing a trustee, complete Sections 1, 2C, 3, and 4 as well as include the required documentation.
4. For new trustees, provide detailed information including their full legal names, email addresses, social security or taxpayer ID numbers, addresses, phone numbers, and citizenship details in the Trustee Information section.
5. If applicable, ensure all resigning trustees complete and sign the section designated for resignations, and provide any necessary documentation such as a death certificate or a physician's letter if incapacitation is noted.
6. At the bottom of the document, all trustees must sign and date the form. If the trust account exceeds $10,000 in value during trustee removal, secure a signature guarantee for added protection.
7. Finally, review all entered information for accuracy, save the changes, and decide whether to download, print, or share the completed Trustee Certification Form.

Complete your Trustee Certification Form online to manage your Fidelity account effectively.