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Get Fidelity Investments Pre-registration For Nonretirement Inherited Assets 2020-2024

This form for retirement accounts. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page. Helpful to Know Use a separate form for each new owner (inheritor). The deceased owner s account will be closed once all assets have been transferred. Submit any supporting documents, such as a death certificate, along with this form. T o determine if you need to obtain a tax waiver, consu.

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