Loading
Get Fidelity Charitable Gift Fund Giving Account Access Form
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Fidelity Charitable Gift Fund Giving Account Access Form online
This guide provides step-by-step instructions on how to complete the Fidelity Charitable Gift Fund Giving Account Access Form online. With this form, account holders can authorize professional or non-professional advisors to access their Giving Account.
Follow the steps to successfully complete the form online.
- Click the ‘Get Form’ button to access the document and open it in your preferred online editor.
- Fill out the 'Account Holder Information' section. Provide your name, daytime phone number, and evening phone number. Ensure that all fields are accurate and complete.
- Complete the 'Advisor Information' section if you are authorizing a professional advisor. Fill in their name, phone number, email address, street address, city, state, ZIP code, and firm name.
- Choose the level of authorization for the professional advisor. Select either 'Transactional' or 'Non-Transactional' based on the access you wish to grant.
- If you are authorizing a non-advisor, complete the 'Non-Advisor Information' section with their details, including relationship to you, address, citizenship, date of birth, and social security number.
- Sign and date the form in the designated sections. Ensure that both the account holder and non-advisor (if applicable) sign the document acknowledging the terms.
- Once the form is completed, you can save changes, download the document, or print it out for mailing.
- Submit the completed form to Fidelity Charitable by mailing it to the provided address or faxing it to the specified number.
Complete your Fidelity Charitable Gift Fund Giving Account Access Form online today to ensure proper access for your advisors.
The Giving Account program allows you to dedicate money to charitable purposes in a uniquely convenient and effective way. You can support your favorite charities on a flexible timetable, while maximizing your tax savings, so you can potentially give more to the causes that are important to you, when they need it most.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.