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Authorization to sign form 2026
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- Click ‘Get Form’ to open the authorization to sign form in the editor.
- Begin by filling out the Participant Information section. Enter the Plan Name, your name, Social Security Number, Fidelity BrokerageLink Account Number, and Daytime Phone clearly.
- Proceed to Section 1 where you will authorize your Authorized Agent. Carefully read the powers you are granting and ensure you understand the risks involved.
- In Section 2, have your Authorized Agent complete their information including their name, relationship to you, occupation, and employer details.
- Ensure both you and your Authorized Agent sign and date the form at the designated areas before submission.
- Finally, submit the completed form to Fidelity Investments as instructed. If needed, utilize our platform’s features for easy document sharing.
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authority to sign on behalf of company sample
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