Fidelity close account 2026

1. Click ‘Get Form’ to open the fidelity close account document in the editor.
2. Begin by filling out the Customer Information section. Enter the Name of Owner or Business/Trust, Social Security or TIN, and details for any Co-Owner or Trustee.
3. Specify the Account Number you wish to close and provide a Daytime Phone number for contact purposes.
4. For non-retirement accounts, complete sections one, two, four, and five. For IRA accounts, ensure sections one, three, four, and five are filled out accurately.
5. Indicate any outstanding checks and destroy unused checks as necessary. Notify your payroll department to discontinue direct deposits.
6. Select your preferred method for receiving funds by checking the appropriate box under Payment Instructions.
7. All account owners must sign in the Authorization & Signature section. Ensure you obtain a signature guarantee if required.

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