This form contains 130 fields organized into 49 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Additional Signatory Details
Additional Signatory Name Text
Enter the name of the additional signatory if dual signatures are required by the firm.
Agreement Details
Yes, Agreements Exist Checkbox
Check this box if there are any agreements, contractual restrictions, lock-up agreements, or stop transfer orders relating to these securities.
No, Agreements Exist Checkbox
Check this box if there are no agreements, contractual restrictions, lock-up agreements, or stop transfer orders relating to these securities.
Details of Related Agreements Text
Provide specific details regarding any agreements, contractual restrictions, lock-up agreements, or stop transfer orders related to these securities.
Asset Allocation 20% Equity
Asset Allocation 20% Equity Checkbox
Check this box if you want to allocate your contribution to an investment pool with 20% equity exposure for instant diversification across multiple asset classes.
Asset Allocation 20% Equity Percentage Number
Enter the percentage of assets to be allocated to the 20% equity pool.
Max length: 3 characters
Asset Allocation 30% Equity
Asset Allocation 30% Equity Checkbox
Check this box to allocate your contribution to the Asset Allocation 30% Equity investment pool for instant diversification.
Asset Allocation 30% Equity Percentage Number
Enter the percentage to be allocated to Asset Allocation 30% Equity.
Max length: 3 characters
Asset Allocation 40% Equity
Asset Allocation 40% Equity Checkbox
Check this box if you want to allocate funds to the Asset Allocation 40% Equity pool.
Asset Allocation 40% Equity Percentage Number
Enter the percentage for the 40% Equity Asset Allocation.
Max length: 3 characters
Asset Allocation 50% Equity
Asset Allocation 50% Equity Checkbox
Check this box to allocate your investment contribution to the Asset Allocation 50% Equity pool.
Asset Allocation 50% Equity Percentage Number
Enter the percentage of the total allocation for the Asset Allocation 50% Equity pool.
Max length: 3 characters
Asset Allocation 60% Equity
Asset Allocation 60% Equity Checkbox
Check this box to select the Asset Allocation 60% Equity investment pool for instant diversification across multiple asset classes.
Asset Allocation 60% Equity Percentage Number
Enter the percentage of assets to be allocated to the 60% Equity investment pool.
Max length: 3 characters
Asset Allocation 70% Equity
Asset Allocation 70% Equity Checkbox
Check this box if you want to allocate your irrevocable contribution to the 70% Equity Asset Allocation pool for instant diversification.
Asset Allocation 70% Equity Percentage Number
Enter the percentage for Asset Allocation 70% Equity.
Max length: 3 characters
Asset Allocation 85% Equity
Asset Allocation 85% Equity Checkbox
Check this box if you want to allocate your irrevocable contribution to the Asset Allocation 85% Equity pool for instant diversification.
Asset Allocation 85% Equity Percentage Number
Enter the percentage of the total allocation for Asset Allocation 85% Equity.
Max length: 3 characters
Charitable Legacy Pool
Option 1: Charitable Legacy Checkbox
Check this box if you are a donor seeking an 'all-weather' asset allocation pool with exposure to both traditional and non-traditional asset classes.
Charitable Legacy Pool Percentage Number
Enter the percentage of the total contribution to allocate to the Charitable Legacy Pool.
Max length: 3 characters
Citizenship Status
U.S. citizen Checkbox
Check this box if the person's citizenship status is U.S. citizen.
U.S. resident alien Checkbox
Check this box if the person's citizenship status is U.S. resident alien.
Company Counsel Contact Information
Company Counsel Name Text
Provide the full name of the company counsel contact.
Company Counsel Title Text
Provide the professional title of the company counsel contact.
Company Counsel Phone Text
Provide the phone number for the company counsel contact.
Max length: 10 characters
Company Counsel Email Text
Provide the email address for the company counsel contact.
Company Counsel Comments Text
Provide any additional comments or other pertinent information regarding the company counsel contact.
Contact Information
Preferred Phone Number Text
Please provide the preferred phone number for contact.
Max length: 10 characters
Address Line 1 Text
Please enter the primary street address.
City Text
Please enter the city of the contact address.
State or Province Text
Please enter the state or province of the contact address.
Max length: 2 characters
ZIP or Postal Code Text
Please enter the ZIP code or postal code of the contact address.
Country Text
Please enter the country of the contact address.
Delivering Firm Information
Delivering Firm Name Text
Enter the full legal name of the financial firm delivering the securities.
Delivering Firm Account Number Text
Enter the account number held at the delivering firm from which the securities will be transferred.
Delivering Firm Address Text
Enter the street address of the delivering firm.
Delivering Firm City Text
Enter the city of the delivering firm's address.
Delivering Firm State/Province Text
Enter the state or province of the delivering firm's address.
Max length: 2 characters
Delivering Firm ZIP/Postal Code Text
Enter the ZIP or postal code of the delivering firm's address.
Delivering Firm Country Text
Enter the country of the delivering firm's address.
Donated Shares Details
Security Name Company Text
Enter the full name of the company whose shares are being donated.
Symbol Text
Enter the stock ticker symbol for the donated shares.
Date Acquired Date
Enter the date the shares were acquired.
Max length: 8 characters
Number of Shares Number
Enter the total number of shares acquired.
Second Date Acquired Date
Enter the second date the shares were acquired.
Max length: 8 characters
Second Number of Shares Number
Enter the total number of shares for the second acquisition.
Donor or Authorized Party Details
Donor or Authorized Party Name Text
Enter the full name of the donor or authorized party.
Entity Donor Information
Entity Checkbox
Check this box if the donor making the contribution is an entity (e.g., trust, partnership, or corporation).
Entity Donor Legal Name Text
Provide the full legal name of the entity making the donation.
Environmental Impact Access
Environmental Impact Access Checkbox
Check this box if you want to allocate funds to an Environmental Impact Access investment, aligning with strategies that consider social and environmental factors while emphasizing financial returns.
Environmental Impact Access Percentage Number
Enter the percentage of assets to be allocated to Environmental Impact Access.
Max length: 3 characters
Fidelity Investments Account
Fidelity Account Number Text
Enter the Fidelity account number from which the assets are being contributed.
Max length: 9 characters
Certificate Number Text
Enter the stock certificate number(s) associated with the assets being contributed, if applicable.
Fixed Income Access Pool
Fixed Income Access Checkbox
Check this box if you want to include the Fixed Income Access pool as part of your custom single asset class investment strategy for your Giving Account balance.
Fixed Income Access Pool Percentage Number
Enter the percentage of the contribution to be allocated to the Fixed Income Access Pool.
Max length: 3 characters
Fixed Income Pool
Fixed Income Checkbox
Check this box if you want to allocate funds to a Fixed Income bond pool as part of a custom single asset class strategy.
Fixed Income Percentage Number
Enter the percentage of the total allocation for Fixed Income.
Max length: 3 characters
General
Print Button
Reset Button
Save Button
Giving Account Information
Giving Account Number Text
Enter the giving account number.
Max length: 10 characters
Giving Account Name Text
Enter the name of the giving account.
Individual Donor Information
Account Holder Checkbox
Check this box if the donor making the contribution is the account holder.
Third-Party Donor Checkbox
Check this box if the donor making the contribution is a third-party donor.
Donor First Name Text
Please enter the first name of the individual donor.
Donor Middle Initial Text
Please enter the middle initial of the individual donor.
Max length: 1 characters
Donor Last Name Text
Please enter the last name of the individual donor.
Inflation Protected Bond Index Pool
Inflation Protected Bond Index Checkbox
Check this box if you want to allocate funds to the Inflation Protected Bond Index pool within the bond asset class.
Inflation Protected Bond Index Percentage Number
Enter the percentage of the allocation for the Inflation Protected Bond Index.
Max length: 3 characters
International Equity Access Pool
International Equity Access Checkbox
Check this box to allocate your contribution to the International Equity Access investment pool.
International Equity Access Pool Percentage Number
Enter the percentage for the International Equity Access Pool.
Max length: 3 characters
International Equity Pool
International Equity Checkbox
Check this box to allocate funds to the International Equity investment pool as part of a custom investment strategy.
International Equity Percentage Number
Enter the percentage for the International Equity allocation.
Max length: 3 characters
International Index Pool
International Index Checkbox
Check this box if you want to allocate funds to the International Index pool as part of your custom investment strategy.
International Index Percentage Number
Enter the percentage to be allocated to the International Index pool.
Max length: 3 characters
Investment Pool Allocation Method
Option 1: Allocate Same Percentages Checkbox
Check this box if you want your irrevocable contribution to be allocated using the same percentages as your current investment pools.
Option 2: Allocate as Follows Checkbox
Check this box if you want to specify a custom allocation method for your irrevocable contribution, as detailed below.
Managed Account
Transfer_5_1_1 CheckBox
Managed Account Number Text
Enter the managed account number.
Max length: 9 characters
Money Market Pool
Money Market Checkbox
Check this box to include the Money Market pool in your custom investment strategy.
Money Market Pool Percentage Number
Enter the percentage allocated to the Money Market Pool.
Max length: 3 characters
Number of Shares
Number of Shares Number
Enter the total number of shares of the company you own.
Relationship to the Company
None Checkbox
Check this box if neither you nor any member of your household has any of the listed relationships to the company.
Officer Checkbox
Check this box if you or any member of your household is an officer of the company.
Director Checkbox
Check this box if you or any member of your household is a director of the company.
Control Person/10% Shareholder Checkbox
Check this box if you or any member of your household is a control person, an affiliate, or holds more than 10% of the outstanding shares of the company.
Securities Acquisition Method
Private placement Checkbox
Check this box if the securities were acquired through a private placement.
In lieu of payment services Checkbox
Check this box if the securities were acquired in exchange for payment services.
Warrant exercise Checkbox
Check this box if the securities were acquired by exercising a warrant.
Stock dividend, stock split, reverse split, or recapitalization Checkbox
Check this box if the securities were acquired through a stock dividend, stock split, reverse split, or recapitalization.
Gift, pledge, or from a trust or estate Checkbox
Check this box if the securities were acquired as a gift, pledge, or from a trust or an estate.
Merger or company buyout Checkbox
Check this box if the securities were acquired as a result of a merger or company buyout.
Partnership distribution Checkbox
Check this box if the securities were acquired through a partnership distribution.
Other Checkbox
Check this box if the securities were acquired by a method not listed above.
Securities Location
Restricted shares in my account Checkbox
Check this box if the securities are restricted shares held in your account.
Restricted shares held in book entry form at transfer agent Checkbox
Check this box if the securities are restricted shares held in book entry form at the transfer agent.
Control shares in my account Checkbox
Check this box if the securities are control shares held in your account.
Control shares held in book entry form at transfer agent Checkbox
Check this box if the securities are control shares held in book entry form at the transfer agent.
Restricted and Control shares in my account Checkbox
Check this box if the securities are both restricted and control shares held in your account.
Restricted and Control shares held in book entry form at transfer agent Checkbox
Check this box if the securities are both restricted and control shares held in book entry form at the transfer agent.
Securities Sold
Securities Sold By Text
Enter the name of the person who sold the securities, or 'N/A' if no securities were sold.
Number of Shares Sold Number
Enter the total number of shares of the company's securities that were sold.
Sale Date Date
Enter the date the securities were sold.
Max length: 8 characters
Share Contribution Details
Number of Shares Number
Enter the total number of shares being contributed.
Number of Shares (Written) Text
Provide the written-out form of the number of shares being contributed.
Company Name Text
Enter the name of the company whose shares are being contributed.
Short-Term Fixed Income Access Pool
Short-Term Fixed Income Access Checkbox
Check this box if you want to include Short-Term Fixed Income Access in your custom investment strategy for Giving Account balances.
Short-Term Fixed Income Access Percentage Number
Enter the percentage of the Short-Term Fixed Income Access pool.
Max length: 3 characters
Social Security or Tax Identification Number
Social Security or Tax Identification Number Text
Provide the Social Security Number or Tax Identification Number.
Max length: 9 characters
Stock Certificate Information
Stock Name Text
Enter the official name of the stock certificate being held in personal possession.
Number of Shares Number
Enter the total number of shares associated with this stock certificate.
Max length: 10 characters
Certificate Number(s) Text
Provide the unique certificate number or numbers for the stock being held in personal possession.
Sustainable International Index
Sustainable International Index Checkbox
Check this box if you want to allocate funds to the Sustainable International Index as part of your sustainable and impact investing strategy.
Sustainable International Index Percentage Number
Enter the percentage of investment allocated to the Sustainable International Index.
Max length: 3 characters
Sustainable U.S. Bond Index
Sustainable U.S. Bond Index Checkbox
Check this box if you want to allocate funds to the Sustainable U.S. Bond Index, which is part of the Sustainable and Impact Investing Pools focused on social and environmental factors.
Sustainable U.S. Bond Index Percentage Number
Enter the percentage of your contribution to be allocated to the Sustainable U.S. Bond Index.
Max length: 3 characters
Sustainable U.S. Index
Sustainable U.S. Index Checkbox
Check this box to allocate funds to the Sustainable U.S. Index as part of your sustainable and impact investing strategy for stock.
Sustainable U.S. Index Percentage Number
Enter the percentage to allocate to the Sustainable U.S. Index.
Max length: 3 characters
Sustainable U.S. Index Access
Sustainable U.S. Index Access Checkbox
Check this box to allocate funds to the Sustainable U.S. Index Access investment option, a strategy considering social and environmental factors with financial returns.
Sustainable U.S. Index Access Percentage Number
Enter the percentage of the total contribution to be allocated to the Sustainable U.S. Index Access fund.
Max length: 3 characters
Total Market Index Pool
Total Market Index Checkbox
Check this box if you want to allocate funds to the Total Market Index for domestic stock within your selected investment pools.
Total Market Index Pool Number
Enter the percentage of allocation for the Total Market Index investment pool.
Max length: 3 characters
Transfer Initiation Options
Option 1: I will initiate transfer Checkbox
Check this box if you will personally initiate the transfer of assets by completing and submitting this form to Fidelity Charitable.
Option 2: Authorize Fidelity Charitable to initiate transfer Checkbox
Check this box if you authorize Fidelity Charitable to initiate the transfer of assets on your behalf by completing and submitting this form along with your most recent account statement.
U.S. Bond Index Pool
U.S. Bond Index Checkbox
Check this box if you want to allocate funds to the U.S. Bond Index as part of your custom single asset class strategy.
U.S. Bond Index Pool Percentage Number
Provide the percentage of funds to be allocated to the U.S. Bond Index Pool.
Max length: 3 characters
U.S. Equity Access Pool
U.S. Equity Access Checkbox
Check this box if you wish to allocate funds to the U.S. Equity Access investment pool within the Domestic Stock category.
U.S. Equity Access Pool Percentage Number
Enter the percentage of the contribution to be allocated to the U.S. Equity Access Pool.
Max length: 3 characters
U.S. Equity Pool
U.S. Equity Checkbox
Check this box to allocate funds to the U.S. Equity domestic stock pool as part of a custom asset class strategy.
U.S. Equity Percentage Number
Enter the percentage of the total allocation for U.S. Equity.
Max length: 3 characters