Get Sample Completed Forms - Fidelity

This guide provides clear instructions on how to complete the Sample Completed Forms for Fidelity online. By following these steps, you will ensure your forms are filled out correctly and submitted efficiently.

Follow the steps to complete your forms accurately.

1. Press the 'Get Form' button to access the form and open it in your preferred editor.
2. Begin with the Customer Information section. Enter the name of the Fidelity account owner who will receive the securities, along with their brokerage account number.
3. In the Irrevocable Stock or Bond Power section, specify the number of shares or bonds you wish to transfer, along with the associated company name and certificate numbers.
4. If applicable, complete the Stock information by indicating whether the stock is common or preferred and filling in the respective details.
5. For bond transactions, ensure you include the principal amount and any relevant certificate numbers.
6. Sign and date the form where indicated. Make sure all owners, if applicable, sign exactly as their names appear on the certificates.
7. Upon completion, review all entries for accuracy. You can then save changes, download, print, or share the completed form as required.

Begin completing your forms online to ensure a smooth and efficient process.