Get Fidelity Certification Of Attorney In Fact 2021-2025

The Fidelity Certification Of Attorney In Fact is an essential document for certifying the authority of an individual designated to act on behalf of another in financial matters. This guide will provide clear, step-by-step instructions to assist you in completing this form online.

Follow the steps to complete the form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the details for the 'Contract Owner' section. Provide the owner's first name, middle name, last name, and phone numbers. Ensure that the phone numbers are only for inquiries regarding this request and will not update Fidelity contact information.
3. In the 'Contract(s) Included' section, list the contract numbers for the Brighthouse Growth and Income annuity contracts included in this certification.
4. Complete the 'Attorney-in-Fact' section with your full legal name, Social Security or Taxpayer ID Number, date of birth, phone number, and residential address. Note that the address cannot be a P.O. Box.
5. If applicable, fill in the 'Mailing Address' section. You can select the option 'Same as residential address' if your mailing address is identical.
6. Indicate if you would like to receive duplicate materials such as account statements and confirmations by checking the appropriate box.
7. Proceed to the 'Attorney-in-Fact Signature and Date' section. Here, you must attest to the statements provided, print your name, sign, and date the form.
8. Review the form thoroughly to ensure all required information is provided, including a fully executed Power of Attorney document, if necessary.
9. Once completed, you can save changes, download, print, or share the form as needed.

Complete your Fidelity Certification Of Attorney In Fact online today to ensure proper management of financial affairs.