Fidelity Account Authority Form Instructions
This document provides details on how to grant authority over Fidelity accounts. It is essential for users seeking to designate an authorized agent for their investment accounts. Follow the guidelines to ensure all relevant information is accurately submitted.
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How do I fill this out?
Filling out the Fidelity Account Authority form requires attention to detail. Start by gathering all necessary documentation about the account owner(s) and the authorized agent. Be sure to provide accurate information in capital letters for clarity.
How to fill out the Fidelity Account Authority Form Instructions?
1
Gather necessary documentation for account owner(s) and authorized agent.
2
Fill in all required fields accurately using capital letters.
3
Select the appropriate level of authority for the agent.
4
Ensure you’ve included all relevant account numbers.
5
Review the form for completeness before submission.
Who needs the Fidelity Account Authority Form Instructions?
1
Individuals wanting to grant authority to manage their investment accounts.
2
Business owners needing to appoint a financial agent for their company.
3
Parents wanting to give an adult child access to their retirement accounts.
4
Trustees managing funds on behalf of beneficiaries.
5
Financial advisors assisting clients with account management.
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What are the instructions for submitting this form?
To submit the Fidelity Account Authority form, you may email the completed document to the designated Fidelity email address provided in the form. Alternatively, you can fax the form to the appropriate number listed for your account type. If preferred, send the document via postal mail to the specified address for Fidelity services, ensuring you retain a copy for your records.
What are the important dates for this form in 2024 and 2025?
Important dates for submitting the Fidelity Account Authority form vary by account type, but generally, users should ensure submission well before deadlines for account access or transactions. For specific annual cut-offs, refer to Fidelity’s guidelines. Always check for updates relevant to your account’s needs.
What is the purpose of this form?
The purpose of this form is to facilitate the granting of authority over Fidelity investment accounts to a trusted agent. By designating an authorized agent, account owners can ensure their financial matters are managed in their absence. This process is essential for effective financial delegation, providing flexibility and ease in account management.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner(s): Full name as per government ID.
- 2. Account(s) Included: List of account numbers for which authority is granted.
- 3. Authority Choices: Selection between Limited and Full authority for the agent.
- 4. Existing Authorized Agents: Optional section to maintain or remove agents.
- 5. Add an Authorized Agent: Details of the new authorized individual.
What happens if I fail to submit this form?
Failure to submit this form properly can lead to significant delays in account management for authorized agents. It may also leave account owners without the necessary support for managing their investments.
- Delayed access to funds: Without submission, authorized agents cannot manage accounts.
- Ineligibility for transactions: Failure to designate an agent may result in missed opportunities for trading.
- Complications in account management: Unsubmitted forms can lead to confusion and mismanagement of accounts.
How do I know when to use this form?
- 1. Delegating investment decisions: Used when account owners want someone else to make investment decisions.
- 2. Appointing a financial advisor: Necessary for clients wanting to grant access to their financial advisors.
- 3. Managing accounts during absence: Helps in situations where account owners are unable to manage due to personal reasons.
Frequently Asked Questions
What is the purpose of the Fidelity Account Authority form?
This form authorizes another party to manage your Fidelity accounts on your behalf.
Can I designate more than one agent?
No, you must fill out a separate form for each authorized agent.
What if I make a mistake on the form?
You can edit the form in PrintFriendly to correct any errors.
Do I need to provide ID with the form?
Yes, an unexpired government-issued ID is required.
Where can I submit this form?
You can submit this form via email or mail, as detailed in the instructions.
Is there a deadline for submitting this form?
Be sure to refer to the important dates section for specific deadlines.
What happens if I don’t submit the form?
Failure to submit may result in delays in account access for your agent.
How can I fill out the form electronically?
Use PrintFriendly's editing tools to fill out the PDF easily.
Does this form apply to all types of accounts?
No, there are exceptions for certain account types listed in the form.
Can the authorized agent sign the form?
Yes, but only for their section, as account owners maintain ultimate authority.
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