Fidelity re registration form for nonretirement inherited assets 2026

1. Click ‘Get Form’ to open the Fidelity Re-registration Form for Nonretirement Inherited Assets in the editor.
2. Begin by filling out the CURRENT ACCOUNT INFORMATION section. Enter the decedent’s account number, name, and daytime phone number. If there is a new address for the decedent, check the box and provide the updated permanent address.
3. In the TRANSFERRING TO YOUR FIDELITY ACCOUNT section, indicate whether you are transferring to an existing account or opening a new one. If using an existing account, provide that account number.
4. Detail your transfer instructions in the YOUR TRANSFER INSTRUCTIONS section. Specify if you want to move all assets in kind or only a portion, using whole numbers for percentages.
5. Complete the AUTHORIZATION TO RE-REGISTER ACCOUNT section by signing and dating where indicated. Ensure any required signature guarantees are obtained.

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