Get Fidelity Investments Cdsc Waiver For Redemptions And Distributions 2020-2025

Filling out the Fidelity Investments CDSC Waiver for Redemptions and Distributions form can be straightforward when you know what to do. This guide will provide clear, step-by-step instructions to help you efficiently complete the form online while ensuring that all required information is accurately submitted.

Follow the steps to successfully complete the CDSC waiver form online.

1. Press the ‘Get Form’ button to access the Fidelity Investments CDSC Waiver for Redemptions and Distributions form and open it in your online filling tool.
2. Begin by entering the account registration information in Section 1. Fill in the owner’s name using their first name, middle initial (if applicable), and last name. Next, include the fund number associated with your investment. Finally, input your account number to properly identify your investment.
3. Move to Section 2, which pertains to the contingent deferred sales charge (CDSC) waivers. Carefully check the appropriate box that describes your reason for requesting a waiver. Ensure you select only one option from the list provided.
4. If you have selected disability as the waiver reason, be prepared to attach one of the required documents: an original authorized doctor’s note, a copy of an official insurance claim, or a letter from the Social Security office verifying the disability. If death is the reason, attach an original or certified copy of the death certificate and any additional required legal documents.
5. In Section 3, you will need to provide information for your financial representative. This includes the firm name, the representative's phone number, and their name. Ensure the representative signs and dates the form, acknowledging that the waiver requirements have been met.
6. Before submitting, double-check that you have printed the form, signed it, and attached all necessary documents. Finally, send the completed form and any attachments to Fidelity Investments using the provided mailing addresses for regular or overnight mail.

Complete your Fidelity Investments CDSC Waiver form online today to ensure your redemptions and distributions are processed efficiently.