Fidelity Trusted Contact Authorization Form
This Fidelity Trusted Contact Authorization Form allows account owners to designate trusted contacts for their accounts. It serves as a safeguard against potential financial exploitation and allows Fidelity to communicate with the trusted contacts listed about the account owner's health and welfare. Follow the instructions carefully to ensure proper submission and to maintain the integrity of your account.
Edit, Download, and Sign the Fidelity Trusted Contact Authorization Form
Form
eSign
Add Annotation
Share Form
How do I fill this out?
To fill out this form, begin by providing your personal information such as your full name and Social Security number in the designated sections. Next, list the trusted contacts you wish to designate, ensuring you include their contact information accurately. Finally, read the authorization statements, sign, and date the form for processing.
How to fill out the Fidelity Trusted Contact Authorization Form?
1
Read the entire form carefully before starting.
2
Fill in your personal details including name and Social Security number.
3
Provide the primary and alternate trusted contacts along with their contact details.
4
Sign and date the form to authorize Fidelity to communicate with the named contacts.
5
Send the completed form to Fidelity as instructed.
Who needs the Fidelity Trusted Contact Authorization Form?
1
Individuals wanting to designate trusted contacts for their financial accounts.
2
Parents who wish to ensure their children have a trusted contact for financial guidance.
3
Elderly account holders concerned about potential financial exploitation.
4
Business owners needing to assign trusted contacts for corporate accounts.
5
Anyone looking for added security regarding their account's management and communication.
How PrintFriendly Works
At PrintFriendly.com, you can edit, sign, share, and download the Fidelity Trusted Contact Authorization Form along with hundreds of thousands of other documents. Our platform helps you seamlessly edit PDFs and other documents online. You can edit our large library of pre-existing files and upload your own documents. Managing PDFs has never been easier.
Edit your Fidelity Trusted Contact Authorization Form online.
You can easily edit this PDF on PrintFriendly using our user-friendly interface. Simply upload the document and fill in the required fields directly in your browser. Make modifications as needed and save your updated version for future use.
Add your legally-binding signature.
Signing the PDF on PrintFriendly is a simple process. After editing, you can insert a digital signature in the designated area with just a few clicks. This allows for quick and secure acknowledgment of the document without needing to print it out.
Share your form instantly.
Sharing the PDF on PrintFriendly is hassle-free. Once your document is ready, you can generate a shareable link or download the file directly. This makes it easy to distribute the authorization form to the necessary parties.
How do I edit the Fidelity Trusted Contact Authorization Form online?
You can easily edit this PDF on PrintFriendly using our user-friendly interface. Simply upload the document and fill in the required fields directly in your browser. Make modifications as needed and save your updated version for future use.
1
Upload your PDF document to PrintFriendly.
2
Click on the text fields to edit content directly.
3
Use toolbar options to modify text size or style as needed.
4
Save your edits to create an updated PDF version.
5
Download or share your edited document with others.
What are the instructions for submitting this form?
To submit the completed Fidelity Trusted Contact Form, send it to Fidelity Investments via regular mail at PO Box 770001, Cincinnati, OH 45277-0002 or via overnight delivery to 100 Crosby Parkway KC1K, Covington, KY 41015. Ensure that the form is fully completed, including signatures and dates, for processing. For any inquiries, you may contact Fidelity's customer service at 800-343-3548 for assistance.
What are the important dates for this form in 2024 and 2025?
Important dates related to the use of this form vary based on when you wish to establish or update your trusted contacts. Generally, it's advised to review or renew designations annually. Keep in mind that changes in your personal situation may necessitate adjustments to your trusted contacts at any time.
What is the purpose of this form?
The purpose of the Fidelity Trusted Contact Authorization Form is to ensure that account holders can designate trusted individuals who can communicate with Fidelity on their behalf. This helps safeguard against potential financial exploitation and abuse, particularly for vulnerable individuals. It provides a structured way for Fidelity to reach out to trusted contacts regarding the account owner's well-being and financial matters.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner Information: Includes fields for the owner's full name and Social Security number.
- 2. Accounts Included: Allows selection between all eligible accounts or specific accounts to designate trusted contacts.
- 3. Primary Trusted Contact: Requires detailed information about the primary trusted contact, including their relationship to the account owner.
- 4. Alternate Trusted Contact: Similar to the primary contact, but for an alternate with different information.
- 5. Signature and Date: Mandatory section for the account owner to sign and date for validation purposes.
What happens if I fail to submit this form?
Failing to submit the form may result in the inability to designate trusted contacts for your account. This could leave you vulnerable to financial exploitation if you are unable to manage your accounts effectively. It's crucial to ensure the form is completed correctly and submitted as directed to avoid gaps in communication.
- Lack of Designated Contacts: Without this form, you may not have anyone authorized to assist in managing your account.
- Increased Risk of Financial Exploitation: Without trusted contacts, you might be more at risk if your capacity to manage your finances is compromised.
- Delays in Communication: Failure to submit timely may delay necessary communications about your account.
How do I know when to use this form?
- 1. Designating Trusted Contacts: For account owners wanting to identify trusted individuals for communication purposes.
- 2. Enhancing Financial Security: To protect oneself against financial exploitation and ensure knowledgeable oversight.
- 3. Updating Contact Information: To keep account records current, particularly after life changes.
Frequently Asked Questions
How do I fill out the Fidelity Trusted Contact Form?
Start by entering your personal information, then specify the trusted contacts with accurate details. Finally, sign and submit the form as directed.
Can I edit this PDF online?
Yes, you can edit the PDF directly on PrintFriendly using our easy-to-use editor.
What if I need to change my trusted contacts later?
You can complete a new form at any time to update your trusted contacts.
How do I submit the completed form?
Send the entire form to the designated Fidelity address provided on the last page.
Is it necessary to have alternate trusted contacts?
While it's not mandatory, having an alternate contact is advisable for added security.
What happens after I submit the form?
Fidelity will process your submission and may contact the trusted contacts listed if necessary.
Can I assign more than one primary contact?
No, you may name only one primary and one alternate trusted contact.
Do I need to include my Social Security number?
Yes, it is required for identification purposes on this form.
What if I made a mistake on the form?
You can correct errors by filling out a new form with accurate information.
Will my trusted contacts have access to my accounts?
No, trusted contacts do not have transaction authority over your accounts.
Related Documents - Fidelity Trusted Contact Form
Preparticipation Physical Evaluation Form
The Preparticipation Physical Evaluation Form is used to assess the physical health and fitness of individuals before they participate in sports activities. It covers medical history, heart health, bone and joint health, and other relevant medical questions.
Health Insurance Tax Credits Guide 2015
This document provides a comprehensive guide on health insurance and premium tax credits for the 2015 tax year. It explains the tax filing rules, eligibility criteria, and detailed instructions for claiming and reporting premium tax credits. Essential for individuals who bought health insurance through the ACA Marketplaces.
TSP-77 Partial Withdrawal Request for Separated Employees
The TSP-77 form is used by separated employees to request a partial withdrawal from their Thrift Savings Plan account. It includes instructions for completing the form, certification, and notarization requirements. The form must be filled out completely and submitted along with necessary supporting documents.
Ray's Food Place Donation Request Form Details
This file contains the donation request form for Ray's Food Place. Complete the general information section and follow the guidelines to submit your donation request at least 30 days in advance. The form includes fields for organization details and donation specifics.
Pastoral Ministry Evaluation Form for Board of Elders
This evaluation form is designed for the Board of Elders to assess and provide feedback on a pastor's ministry. It aims to offer affirmation and identify areas for improvement. The form covers preaching, worship leading, pastoral care, administration, and more.
Health Provider Screening Form for PEEHIP Healthcare
This file contains the Health Provider Screening Form for PEEHIP public education employees and spouses. It includes instructions on how to fill out the form for wellness program participation. The form collects personal, medical, and screening details to assess wellness.
Common Law Marriage Declaration Form for FEHB Program
This form is used to declare a common law marriage for the purpose of enrolling a spouse under the Federal Employees Health Benefits (FEHB) Program. It requires personal details, marriage information, and additional documentation. Submission instructions and legal implications are included.
MyPRALUENT™ Enrollment Form Instructions and Details
This document provides comprehensive instructions and details for enrolling in the MyPRALUENT™ program, including benefits, patient assistance, and clinical support. It outlines the required patient, insurance, and prescriber information, as well as the steps for treatment verification and household income documentation.
Application for Certified Copy of Birth Certificate
This form is used to request a certified copy of a birth certificate from the Clerk of Court Office. It includes details about the applicant, the person named on the certificate, and requires a photo ID and the correct fee. This form is only for walk-in services.
Torrance Memorial Physician Network Forms for Patients 18+
This file contains important forms for patients 18 years and older registered with Torrance Memorial Physician Network. It includes patient registration, acknowledgment of receipt of privacy practices, and financial & assignment of benefits policy forms. Complete these forms to ensure your medical records are up-to-date and to understand your financial responsibilities.
Vodafone Phone Unlocking Guide: Steps to Unlock Your Phone
This guide from Vodafone provides a step-by-step process to unlock your phone. Learn how to obtain your unlock code by filling out an online form. Follow the instructions to complete the unlocking process.
Texas Automobile Club Agent Application Form
This file is the Texas Automobile Club Agent Application or Renewal form, which must be submitted within 30 days after hiring an agent. The form includes fields for agent identification, moral character information, and requires signature from both the agent and an authorized representative of the automobile club. Filing fees and submission instructions are also provided.