Get Receiving Requirements - Fidelity Investments

This guide provides a comprehensive overview of how to complete the RECEIVING REQUIREMENTS for Fidelity Investments online. By following the instructions, users can ensure that their submission meets all necessary requirements for efficient processing.

Follow the steps to successfully complete the form.

1. Use the 'Get Form' button to access the RECEIVING REQUIREMENTS document, allowing you to review and prepare the necessary information.
2. Fill out the Receiving Schedule section. Provide details about your shipment, including the number of pallets, and remember to complete the Advance Shipping Notification Form if applicable.
3. Ensure that all materials are packed in cartons unless otherwise specified. It’s essential that carton weight does not exceed 50 pounds.
4. Label all cartons with the appropriate barcode as outlined in the Barcode Labeling section. Follow the specifications carefully to ensure compliance with Fidelity's inventory management.
5. Prepare a packing slip that includes item numbers, descriptions, quantities, and the purchase order number. Affix this packing slip to the outside of carton #1 in a visible packing slip envelope.
6. If using skids, verify that they meet Fidelity's skid requirements and stack materials according to the guidelines provided. Ensure proper shrink wrapping or strapping to secure the load.
7. For envelopes, pack them using corrugated separators and in a manner that prevents damage. Ensure that no envelopes are crushed or bent.
8. Complete the shipping checklist, confirming each item to ensure compliance with all shipping requirements before finalizing your submission.
9. Once all sections are completed, review your entries for accuracy before saving any changes. You can then download, print, or share the completed form as needed.

Complete your RECEIVING REQUIREMENTS document online today to ensure smooth processing of your shipments.