Get Fidelity Investments Cdsc Waiver For Redemptions And Distributions 2017

Filling out the Fidelity Investments CDSC Waiver for Redemptions and Distributions online may seem challenging, but this guide will provide you with clear and supportive instructions. By following these steps, you can efficiently complete the form and ensure your request for a waiver is processed smoothly.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. Begin with Section 1 by filling out your account registration details. Input your owner name in the format of first name, middle initial, and last name, along with the fund number and account number.
3. Proceed to Section 2, which pertains to Contingent Deferred Sales Charge Waivers. Carefully check the appropriate box that corresponds to the reason for your CDSC waiver request. Ensure you select one option as required.
4. If your waiver reason pertains to disability or death, follow the specific documentation requirements outlined in the form. For disability, include an authorized doctor's note, insurance claim, or Social Security letter. For death, attach the death certificate and any necessary legal documents.
5. Move on to Section 3 and provide information about your financial advisor. Enter the firm name and representative phone number, and ensure that the representative acknowledges the waiver policies by signing and dating the form in the appropriate fields.
6. Review the form for any missing information or required documents. Confirm that you have completed all sections accurately and have attached necessary documentation.
7. Once you've finalized all details, save your changes, and choose to download, print, or share the completed form as needed.

Complete your documents online to stay organized and efficient.