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  • Fidelity Release Form

Get Fidelity Release Form

Print Reset Save Questions? Go to Fidelity.com/TransferMoneyShares or call 18005446666. Certificate Release Request Use this form to deposit a certificate into a Fidelity brokerage account when the.

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You can currently only close brokerage or cash management accounts with a zero balance through the Virtual Assistant. You should call a Fidelity representative at 800-343-3548 to close all other accounts.

Do investment accounts pass through probate? NO, generally, as long as the TOD designation is in place.

Each designated beneficiary must notify Fidelity of the death of the account holder and provide in a timely manner: (1) either the account number of an existing Fidelity account of which the benefi- ciary is an owner or a completed and signed Change of Registration Form or new account application, as applicable (if not ...

Go to Fidelity.com/movemoney or call 800-343-3548. Use this form to make a one-time withdrawal from your nonretirement Brokerage or Mutual Fund Only account. Do NOT use this form for retirement accounts, annuities, 529 college savings plan accounts, or ABLE accounts.

When a death is reported, we immediately limit access to the deceased's Fidelity accounts, providing added peace of mind during the inheritance process.

We'll distribute your assets to your beneficiaries without requiring a will or other legal documents. You'll need to assign at least one beneficiary for each account; most of the time you can add, change, or delete your beneficiaries online.

On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.

This form authorizes Fidelity to deposit certificates into a Fidelity brokerage account when the name and registration on the certificate do not match the name and registration on the Fidelity account.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Fidelity Release Form
This form is available in several versions.
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2020 Fidelity Investments Certificate Release Request
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  • 2020 Fidelity Investments Certificate Release Request
  • Fidelity Release Form
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