Letter of instruction fidelity 2025

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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