Get Fidelity Investments Certificate Release Request 2020-2024

This form authorizes Fidelity to deposit certificates into a Fidelity brokerage account when the name and registration on the certificate do not match the name and registration on the Fidelity account.

On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.

We'll distribute your assets to your beneficiaries without requiring a will or other legal documents. You'll need to assign at least one beneficiary for each account; most of the time you can add, change, or delete your beneficiaries online.

When a death is reported, we immediately limit access to the deceased's Fidelity accounts, providing added peace of mind during the inheritance process.

Go to Fidelity.com/movemoney or call 800-343-3548. Use this form to make a one-time withdrawal from your nonretirement Brokerage or Mutual Fund Only account. Do NOT use this form for retirement accounts, annuities, 529 college savings plan accounts, or ABLE accounts.

Each designated beneficiary must notify Fidelity of the death of the account holder and provide in a timely manner: (1) either the account number of an existing Fidelity account of which the benefi- ciary is an owner or a completed and signed Change of Registration Form or new account application, as applicable (if not ...

Do investment accounts pass through probate? NO, generally, as long as the TOD designation is in place.

You can currently only close brokerage or cash management accounts with a zero balance through the Virtual Assistant. You should call a Fidelity representative at 800-343-3548 to close all other accounts.