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Click ‘Get Form’ to open the transfer assets document in the editor.
Begin by entering the name and address of the investment firm at the top of the form. This ensures that your instructions are directed to the correct entity.
In the section labeled 'Re:', provide the name of the decedent and their investment account number. This information is crucial for identifying the account in question.
Fill in the date of death and details regarding where the will was probated, including court name, county, and state. This establishes legal context for your request.
As Executor/Trustee, include your name and attach a copy of the Letters Testamentary along with a certified copy of the Will as indicated in the form.
Specify how you would like to handle the assets in the investment account. Clearly outline any instructions regarding cash reductions or asset transfers.
Finally, sign and date the document at the bottom before submitting it through our platform for processing.
Start using our platform today to streamline your asset transfer process for free!
Transfer assets examplesFidelity transfer assets to another institutionTypes of transfer assetsTransfer assets to FidelityFidelity transfer of assets PDFTransfer of assets (TOA)Fidelity transfer of assets formTransfer shares between Fidelity accounts online
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