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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Deceased Owner’s Information section. Enter the account number, deceased owner’s name, and contact details. Ensure that you update the address if necessary.
Proceed to the New Owner (Inheritor’s) Information section. If this is a new Fidelity account, attach a completed new account application. Otherwise, provide the existing account number and inheritor's contact information.
In the Transfer Instructions section, specify how you want to transfer assets. Indicate whether to transfer all assets or only a portion by providing specific numbers or percentages for each investment.
Finally, complete the Signature and Date section. The inheritor or legal representative must sign and date the form, ensuring all required certifications are acknowledged.

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What is the first thing you should do when you inherit money?

Pay off all your debts. Put the rest in a savings account or money market fund that is safe and earns good interest. Figure out how much money you must put aside in order to pay your inheritance tax and federal, state, and local taxes. Pay them. Take your time deciding what to do with the rest of your inheritance.

What are the wealth management fees for Fidelity?

To be eligible for Fidelity Private Wealth Management through Fidelity Wealth Services (FWS) or Fidelity Strategic Disciplines (FSD), clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in FWS and/or FSD and have investable assets of at

How much does Fidelity charge for private wealth management?

Wealth Management fees reflect the range of advisory fees applicable to accounts managed through FSD (0.20%0.70%) and FWS Wealth Management (0.50%1.50%). Private Wealth Management fees are based on a $2 million or more investment level, where fees start at 0.47% for FSD accounts and 1.04% for FWS accounts.