Get Fidelity Release Form

This guide provides step-by-step instructions for completing the Fidelity Release Form online. By following these instructions, users can ensure accurate and efficient submission of their certificate release requests.

Follow the steps to complete your Fidelity Release Form online.

1. Click 'Get Form' button to obtain the Fidelity Release Form and open it in the editor.
2. In the 'Account Owner' section, provide the name(s) associated with the receiving account. Enter the account number and include phone numbers for any potential follow-up questions, though these will not be used to change your account information.
3. Navigate to the 'Certificate Information' section. Here, indicate the quantity of shares and the security name. Remember to use a separate form for each certificate you wish to deposit.
4. Proceed to the 'Signature(s) and Date(s)' section. Current certificate holder(s) must sign and date the form. Ensure the signatures match exactly with the names printed on the certificate.
5. Obtain a Medallion signature guarantee if the form is completed outside a Fidelity Investor Center. This guarantee is not necessary if all signers are present at a Fidelity location. Be aware that a notary seal/stamp does not qualify as a signature guarantee.
6. After filling out the entire form, review all entered information for accuracy. Then, print and sign the form to finalize it.
7. Send the completed form to Fidelity Investments using the provided postage-paid envelope, drop it off at a Fidelity Investor Center, or deliver it via regular or overnight mail to the specified addresses.

Complete your Fidelity Release Form online to start your certificate deposit process today.