Get Transfer Assets To Fidelity

This guide provides a clear and supportive walkthrough for filling out the Transfer Assets To Fidelity form online. Whether you are transferring all or part of your assets, these step-by-step instructions will ensure that you complete the process smoothly and efficiently.

Follow the steps to successfully complete your transfer.

1. Click ‘Get Form’ button to access the Transfer Assets To Fidelity form. You can then type your information on the screen or print it out to fill in using capital letters and black ink.
2. In Section 1, 'Account Where Your Assets Are Now,' provide the current account number, the name of the firm where the account is held, and any other required details. Ensure that you attach all pages of a recent statement for this account.
3. In Section 2, 'Transfer INTO This Fidelity Account,' indicate whether you are transferring to a new Fidelity account or an existing one. Include the account number and ensure at least one owner between the two accounts is common.
4. In Section 3, 'Assets to Transfer to Fidelity,' specify whether you want to transfer the entire brokerage account or only certain assets. Complete the necessary options for cash, mutual funds, or individual securities based on your preferences.
5. If applicable, complete Section 4 to address any differences in owner name(s) or account types between the current account and the new Fidelity account. Attach the required documents as specified.
6. In Section 5, 'Signatures and Dates,' all owners of both accounts must sign and date the form. This section contains important authorizations regarding the transfer process and acknowledges any tax implications.
7. Once completed, ensure that you have printed and signed the form, then send it along with a copy of your non-Fidelity account statement to the appropriate Fidelity address provided in the instructions.

Complete the Transfer Assets To Fidelity form online to initiate your asset transfer today.