Get Fidelity Investments Certificate Release Request 2020-2025

This guide provides clear and supportive instructions for completing the Fidelity Investments Certificate Release Request online. Whether you are new to this process or have some experience, you will find the steps outlined in a user-friendly manner.

Follow the steps to complete your certificate release request efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in an editing tool.
2. In section 1, enter the name(s) associated with the receiving account. Be sure to include a valid daytime phone number in case any questions arise regarding your submission. Use CAPITAL letters and black ink when completing this section.
3. Move to section 2 where you will provide details about the certificate. Specify the quantity of shares and the security name accurately. Remember, you need to complete a separate form for each certificate that you wish to deposit.
4. In section 3, ensure you include the certificate number along with the name(s) as printed on the certificate. All current certificate holder(s) need to sign and date the form properly. The signatures must match exactly the names printed on the certificate.
5. A Medallion signature guarantee is required unless you are completing this form in person at a Fidelity Investor Center with all signers present. You can obtain this guarantee from most banks or credit unions. Important: A notary seal is not a substitute for a Medallion signature guarantee.
6. After filling out the form and ensuring all information is accurate, print and sign the form. Once completed, send the entire form to Fidelity Investments using the designated mailing address.
7. Finally, review all provided information before submitting your form. You can choose to save changes, download a copy, print, or share the form as necessary.

Complete your Fidelity Investments Certificate Release Request online today to ensure a smooth transaction.