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How do I fill this out?
To fill out this form, start by gathering all necessary information about the trust and its trustees. Ensure that all details are entered accurately and in the specified format. Follow the instructions provided in each section to complete the form.
How to fill out the New Fidelity Account Trust-Brokerage Application?
1
Enter the trust information including the trust name, tax ID number, and trust address.
2
Provide information for the primary trustee including name, contact details, and identification information.
3
Complete the sections for any additional trustees, grantors, or individuals with authority over the trust.
4
Review all entered information for accuracy and ensure all required fields are completed.
5
Sign the form and provide any additional documentation as required.
Who needs the New Fidelity Account Trust-Brokerage Application?
1
Trustees who need to open a Fidelity Brokerage account for a trust.
2
Grantors who want to set up a trust account with Fidelity.
3
Individuals with the authority to appoint or remove trustees.
4
Entities acting as trustees that need to establish a trust account.
5
Persons who need to manage the financial assets within a trust through a brokerage account.
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1
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Make the necessary changes directly on the document.
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Review the edited document and ensure all changes are correct.
What are the instructions for submitting this form?
Submit the completed form and any required documentation via mail to Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. Alternatively, you can fax the documents to 1-800-735-8111. For online submissions, upload the completed form through the secure portal on Fidelity.com. Our advice is to double-check all entered information and ensure all required fields are completed before submission.
What are the important dates for this form in 2024 and 2025?
Ensure that this form is submitted within the required timelines for account setup in 2024 and 2025. Important deadlines typically include tax reporting dates and specific financial account setup requirements.
What is the purpose of this form?
The purpose of this form is to open a Fidelity Brokerage account specifically for trusts. It collects essential information about the trust, the trustees, and any individuals with authority over the trust. By completing this form, you ensure that Fidelity can accurately set up and manage your trust account according to the provided details.
Tell me about this form and its components and fields line-by-line.
- 1. Trust Information: Includes trust name, tax ID, and trust address.
- 2. Primary Trustee Information: Provides details about the primary trustee, including name, contact information, and identification.
- 3. Additional Trustee Information: Section for additional trustees or individuals with authority over the trust.
- 4. Signatory Information: Signatures of all trustees and any required notarization.
What happens if I fail to submit this form?
Failure to submit this form can result in delays or inability to open the trust account.
- Delayed Account Setup: Your trust account setup may be delayed if the form is not submitted on time.
- Rejection: Incomplete forms may be rejected by Fidelity, requiring you to resubmit.
How do I know when to use this form?
- 1. Opening a New Account: When you need to establish a new brokerage account for a trust.
- 2. Updating Trustee Information: When there are changes or updates to trustee information in an existing account.
Frequently Asked Question
How do I fill out the trust information section?
Enter the full trust name, tax ID number, and trust address as indicated in the trust document.
What should I do if the trustee is an entity?
Check the 'Trustee is an entity' box and provide the entity name along with the relevant formation document.
How can I ensure my form is complete?
Review all sections, confirm that all required fields are filled, and attach any necessary documentation.
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Use the integrated signing feature to add your electronic signature to the PDF document.
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Once finalized, share your PDF via email or generate a shareable link using PrintFriendly's sharing options.
What happens if I don't fill out a required field?
Leaving a required field blank may result in delays or rejection of your application.
Can I save my progress while filling out the form?
Yes, you can save your progress and return to complete the form later on PrintFriendly.
What should I do if I have multiple trustees?
Provide information for all trustees in the designated sections and ensure all trustees sign the form.
Is it possible to upload additional documents?
Yes, you can upload necessary supporting documents along with your form on PrintFriendly.
