Letter of instruction fidelity 2025

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  1. Click ‘Get Form’ to open the letter of instruction fidelity in the editor.
  2. Begin by filling out the CUSTOMER INFORMATION section. Enter the name of the owner or trust/business/custodian, and if applicable, include the co-owner or trustee's name. Ensure you provide the Fidelity account number from which funds will be transferred.
  3. In the Money Movement Authorization sections, specify whether you are transferring to another Fidelity account or a bank account. For Fidelity accounts, list all relevant account numbers. For bank transfers, include bank wire routing numbers and account details as required.
  4. Complete any additional information needed for international transfers, such as Swift codes and destination countries.
  5. Finally, review and sign in the AUTHORIZATION and INDEMNIFICATION section. Ensure all signatures are provided where necessary to validate your instructions.

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The Letter of Instruction (LOI) is required if you are transferring securities or mutual funds. Send the Original LOI with Medallion Signature Guarantee to the firm currently holding the securities. order to initiate your transfer. You should contact your particular firm for its requirements.
A good letter of instruction should contain the following information: A complete list of all assets. The whereabouts of any tangible assets that are not readily accessible. Necessary information about all liquid assets, including bank, brokerage, retirement, and investment accounts.
A letter of instruction, also known as a letter of intent, is an estate planning document that provides a variety of information. You can use a letter of instruction to supplement your will, including information that you think would be helpful to those dealing with your estate.
Since the letter of instruction is not a legal document, it does not need to be docHubd or signed in the presence of witnesses or with any other special formality.
A letter of instruction is an informal letter to an executor, personal representative, and/or other family members that provides important information about your assets and final wishes after death.
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People also ask

A Beneficiary Letter of Instruction is a document that provides instructions to the executor of an estate or the trustee of a trust regarding the distribution of assets to the beneficiaries.
Unlike a will, a letter of instruction is not a legally enforceable document. It is a source of information for those responsible for managing your affairs after your death.

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