Edit, Download, and Sign the Fidelity Charitable Stock or Bond Power Form
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How do I fill this out?
To fill out this form, first ensure you have your stock or bond details ready. Then, complete the sections for either stocks or bonds as applicable. Lastly, provide signatures where indicated to authorize the transfer.
How to fill out the Fidelity Charitable Stock or Bond Power Form?
1
Gather necessary information regarding your stock or bonds.
2
Complete the appropriate sections on the form for stocks or bonds.
3
Submit the form along with the required documents.
4
Ensure all signatures are provided.
5
Fax or mail the completed form to the designated address.
Who needs the Fidelity Charitable Stock or Bond Power Form?
1
Donors looking to make charitable contributions through their investments.
2
Investors transferring stocks or bonds without needing endorsements.
3
Estate planners who need to allocate assets to charitable organizations.
4
Financial advisors managing client portfolios and contributions.
5
Legal representatives handling the transfer of securities.
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What are the instructions for submitting this form?
To submit this form, ensure it is completed accurately and signed where required. You can fax it to 800-952-4438 or mail it to Fidelity Charitable, PO Box 770001, Cincinnati, OH 45277-0053. Always keep a copy of the submitted form for your records.
What are the important dates for this form in 2024 and 2025?
For contributions, ensure your forms are submitted by deadlines relevant to the 2024 and 2025 tax years, as these may affect your deductions. Check Fidelity's guidelines for any specific cutoff dates to finalize your transaction.
What is the purpose of this form?
The purpose of this form is to allow individuals to transfer stock or bond ownership to Fidelity Charitable without needing to endorse the certificates. This facilitates donations and simplifies the transfer process for charitable contributions. It's essential for ensuring the donation aligns with the donor's wishes and complies with regulations.
Tell me about this form and its components and fields line-by-line.
- 1. Number of Shares: Input the number of shares being transferred.
- 2. Common/Preferred: Specify whether the stock is common or preferred.
- 3. Company Name: Enter the name of the company from which you hold shares.
- 4. Certificate Numbers: List the certificate numbers for the shares being transferred.
- 5. Is this restricted stock?: Indicate if the stock is restricted.
What happens if I fail to submit this form?
Failing to submit this form may delay your stock or bond transfer, impacting your charitable contribution. Missing the deadline can also affect your tax deductions.
- Delayed Transfers: Your transfer may take longer than anticipated.
- Tax Implications: Failure to submit on time could affect your tax status.
- Charitable Contributions: Inability to proceed with your intended donations.
How do I know when to use this form?
- 1. Stock Donations: This form is primarily used for donating stocks to Fidelity Charitable.
- 2. Bond Transfers: Applicable for transferring bonds without endorsements.
- 3. Estate Planning: Useful for individuals planning their estates and allocating assets to charities.
Frequently Asked Questions
How do I find this form?
You can easily access the Fidelity Charitable Stock or Bond Power form on our website.
Can I fill this out online?
Yes, the form can be filled out online and printed for submission.
What do I do after completing the form?
Once you've filled out the form, submit it via fax or mail to the designated address.
Is there support available if I have questions?
For any questions, you can call the support number provided on the form.
What if I need to edit the form?
You can easily edit the form using our PrintFriendly PDF editor.
Can I save my changes?
Definitely! After editing, you can download the updated PDF.
How do I share the PDF?
You can share the PDF through a shareable link generated from the editor.
What if I need to sign the PDF?
You can add your signature directly in the PrintFriendly editor.
Is this form applicable for multiple stocks?
Yes, the form can be used for multiple stocks or bonds as indicated.
Where do I mail the completed form?
Mail the completed form to the address specified on the last page of the document.
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