Fidelity letter 2026

1. Click ‘Get Form’ to open the fidelity letter in the editor.
2. Begin by filling in the 'Account Owner(s)' section. Enter your name and, if applicable, the additional owner's name using CAPITAL letters.
3. In the 'Establish New Standing Transfer Instructions' section, provide your Fidelity account number from which transfers will be made. Then, list the Fidelity accounts you wish to transfer funds to, including each account owner's name and their corresponding account numbers.
4. Proceed to the 'Signature(s) and Date(s)' section. Each account owner must sign and date the form. Ensure that all signatures are accompanied by a Medallion signature guarantee if not completed at a Fidelity Investor Center.
5. Review all entered information for accuracy before submitting. If you need more space for signatures or details, make copies of relevant pages as needed.

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