Get Request For Verification Of Investment Account Value

Filling out the Request For Verification Of Investment Account Value is an important step in obtaining necessary information regarding your investment account. This guide provides clear instructions on how to complete the form online, ensuring that you provide all required information accurately.

Follow the steps to successfully complete your request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'To' section, enter the name of 'Fidelity Brokerage Services LLC' as the recipient.
3. Fill in your name in the 'From' section as the account holder.
4. Provide your street address, city, state, and ZIP code in the respective fields to ensure accurate identification.
5. In the next section, state the name of the lender with whom you have applied for a line of credit or check cashing privileges.
6. Enter the name of the agent or agency authorized to request information regarding your account.
7. Specify the 'Account Type(s)' and 'Account Number(s)' related to the investment account you want to verify.
8. Indicate the 'Current Balance(s)' of the specified accounts to give the lender insight into your financial standing.
9. Sign off the form with your signature and date, indicating your authorization for Fidelity to provide the requested information.
10. If applicable, ensure that the lender completes their section at the bottom of the form, including their agent's name and title, along with their signature and the date.
11. Finally, save any changes, and choose to download, print, or share the completed form as required.

Complete your documents online today for a hassle-free experience!