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Fidelity Charitable Letter of Authorization, page 1
Simple · 15/100Form Complexity Index

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What this form asks for

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The Fidelity Charitable Letter of Authorization is an official document that grants National Charitable Services LLC (NCS) permission to accept instructions from a Fidelity account owner and/or their authorized Agent to transfer assets from a non-retirement Fidelity brokerage account to Fidelity Charitable as a charitable contribution. By signing this form, the account owner also agrees to the terms and conditions governing their Agent's authority, indemnifies Fidelity entities against losses arising from the Agent's actions, and acknowledges that the authorization remains in effect until revoked in writing. This form is important for donors who wish to streamline the process of making charitable contributions through Fidelity Charitable, including those working with financial advisors. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields5
Pages1
Form Complexity IndexSimple, 15/100

The AI checks your answers before you download

15 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Giving Account Number Presence Check

Validates that the Giving Account Number field is not left blank before submission. The Giving Account Number is essential for Fidelity Charitable to correctly associate the authorization with the donor's specific Giving Account. Without this number, the authorization cannot be processed and contributions cannot be directed to the correct account.

Giving Account Number Format Validation

Ensures the Giving Account Number conforms to the expected Fidelity Charitable account number format, typically a numeric sequence of a specific length (e.g., 9–12 digits). Alphanumeric characters, special symbols, or incorrect digit counts should trigger a validation error. An incorrectly formatted account number could result in the authorization being linked to the wrong account or rejected entirely.

Date Field Presence Check

Validates that the Date field is not left blank, as the date of signing is a legally required element of the Letter of Authorization. The date establishes when the authorization became effective and is critical for determining the timeline of any transactions or revocations. A missing date renders the authorization legally incomplete and may cause it to be rejected by Fidelity Charitable.

Date Format Validation (MM/DD/YYYY)

Ensures the date entered in the Date field strictly follows the MM/DD/YYYY format as indicated on the form. Entries such as single-digit months or days without leading zeros, two-digit years, or non-numeric separators should be flagged as invalid. Incorrect date formatting can cause processing errors and may make it difficult to establish the legal effective date of the authorization.

Date Logical Range Check

Verifies that the date entered is a valid calendar date — for example, that the month value is between 01 and 12, the day value is appropriate for the given month (including leap year logic for February), and the year is not in the future or unreasonably far in the past. An illogical date such as 02/30/2024 or a future date would indicate a data entry error and could invalidate the authorization.

Date Is Not a Future Date

Checks that the signing date provided is not a date in the future, as a Letter of Authorization must be signed on or before the date of submission. A future date would suggest the form has not yet been legitimately executed and could raise legal and compliance concerns. The system should flag any date beyond the current calendar date as invalid.

And 9 more checks
  • Account Owner Name Presence Check
  • Account Owner Name Contains Full Name (First and Last)
  • Account Owner Name Character Validity Check
  • Account Owner Name Does Not Contain Account Numbers or Codes
  • Giving Account Number Does Not Match Account Owner Name Field
  • Signature Field Completion Check
  • No Fields Contain Placeholder or Default Text
  • Date Is Not Older Than a Reasonable Threshold
  • All Required Fields Completed Before Submission

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How to Fill Out Fidelity Charitable LOA Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload the Fidelity Charitable Letter of Authorization PDF or select it from the available form library.
  2. Enter your Giving Account Number in the designated field to link the authorization to your Fidelity Charitable Giving Account.
  3. Provide your Fidelity Brokerage Account Owner Name in the appropriate field as it appears on your account.
  4. Carefully review the terms and conditions outlined in the Letter of Authorization, including the Agent authorization terms and indemnification clauses.
  5. Enter the current date in MM/DD/YYYY format in the Date field.
  6. Sign the form in the Fidelity Brokerage Account Owner Signature field to authorize the transfer of assets.
  7. Submit the completed form by faxing it to 877-665-4274 or mailing it to Fidelity Charitable, PO Box 770001, Cincinnati, OH 45277-0053.

Common Mistakes in Completing Fidelity Charitable LOA

The ones the AI is built to catch.

Leaving the Giving Account Number blank or entering it incorrectly
Many people either forget to fill in their Fidelity Charitable Giving Account Number or confuse it with their Fidelity brokerage account number. These are two distinct account numbers, and entering the wrong one can cause the authorization to be linked to the wrong account or rejected entirely. Locate your Giving Account Number on your Fidelity Charitable statements or by logging into FidelityCharitable.org before completing the form. AI-powered form filling tools like Instafill.ai can help by validating account number formats and flagging potential mismatches.
Signing with an illegible or informal signature
Some account owners sign with an abbreviated mark, initials only, or a signature that does not match the one on file with Fidelity Brokerage Services. Since this is a legal authorization document, Fidelity may reject or delay processing if the signature cannot be verified against their records. Ensure your signature matches exactly what is on file with your Fidelity brokerage account. If you are unsure, contact Fidelity at 800-952-4438 to confirm signature requirements.
Entering the date in the wrong format
The form explicitly requires the date in MM/DD/YYYY format, but many people write dates in other formats such as DD/MM/YYYY, MM/DD/YY, or spell out the month (e.g., 'January 5, 2024'). An incorrectly formatted date can cause the form to be flagged as incomplete or invalid, delaying the authorization process. Always double-check that you are using the exact MM/DD/YYYY format as specified. Tools like Instafill.ai automatically format dates correctly, eliminating this common error.
Entering a name that does not match the account registration
People sometimes write a nickname, maiden name, or abbreviated version of their name in the 'Fidelity Brokerage Account Owner Name' field rather than the full legal name as it appears on their Fidelity account. Since this authorization must match the registered account owner, any discrepancy can result in the form being rejected or returned for correction. Always use your full legal name exactly as it appears on your Fidelity brokerage account statements. Instafill.ai can help ensure name fields are filled consistently and completely.
Attempting to authorize a retirement account instead of a non-retirement account
The authorization explicitly states it applies only to non-retirement Fidelity brokerage accounts, yet some account owners mistakenly believe they can use this form to transfer assets from IRAs or other retirement accounts. Attempting to use this form for retirement accounts will result in the authorization being invalid and the transfer being rejected. Review your account type carefully before submitting, and if you are unsure whether your account qualifies, call Fidelity at 800-952-4438 for clarification.
Failing to read and understand the Agent authorization terms before signing
Many signers do not fully read the Terms and Conditions section regarding their authorized Agent, which grants the Agent broad authority to act on their behalf without further confirmation from Fidelity. This can lead to unintended transfers or misuse of account authority if the Agent's permissions are not clearly understood. Read the entire document carefully, particularly the section on Agent authority and the indemnification clause, before signing. If you do not intend to authorize an Agent, ensure no Agent information is implied or attached.
Not retaining a copy of the signed form for personal records
The form's terms and conditions explicitly instruct account owners to retain a copy for their records, yet many people send the original without making a photocopy or digital scan. Without a retained copy, you have no documentation of the authorization terms you agreed to, which can be problematic if disputes arise later. Before faxing or mailing the form, make a photocopy or scan the completed document and store it in a secure location. This is especially important given the continuing and legally binding nature of this authorization.
Sending the form to the wrong fax number or mailing address
The form provides both a fax number (877-665-4274) and a mailing address (PO Box 770001, Cincinnati, OH 45277-0053), and some people transpose digits in the fax number or use an outdated address found elsewhere online. Sending the form to the wrong destination means Fidelity Charitable never receives it, and the authorization is never processed. Always use the contact information printed directly on the form, and consider calling 800-952-4438 to confirm receipt after submission.
Submitting the form without any required supporting documents
The form's checklist asks 'Did you sign the form and attach any necessary documents?' yet many people overlook this prompt and submit the form alone without any required attachments, such as documentation related to an authorized Agent. Missing attachments can delay or invalidate the authorization process. Review whether your specific situation requires additional documentation—such as a power of attorney or advisor agreement—and include all relevant materials when submitting. Instafill.ai can prompt users to check for required attachments before finalizing submission.
Misunderstanding the continuing nature of the authorization and not revoking it when needed
Many account owners do not realize that this authorization is a continuing one that remains in effect indefinitely until Fidelity or Fidelity Charitable receives written notice of revocation, death, or incapacity. People who no longer wish to grant their Agent authority may assume the authorization expires automatically or can be revoked verbally. If you need to revoke this authorization, you must submit written notice to both Fidelity and Fidelity Charitable, and note that revocation does not affect transactions already initiated. Keep a record of when and how you submitted your revocation notice.
Using the Print or Reset buttons incorrectly before saving the completed form
The form includes 'Print' and 'Reset' buttons, and some users accidentally click 'Reset' after completing the form, which clears all entered data and requires them to start over. Others click 'Print' before completing all fields, resulting in an incomplete printed form being submitted. Always review all fields carefully before clicking 'Print,' and avoid clicking 'Reset' unless you intentionally want to clear the form. If the form is a flat non-fillable PDF, Instafill.ai can convert it into a fillable version, making it easier to complete and save without data loss.
Entering the wrong account owner name when multiple Fidelity accounts exist
Account owners who hold multiple Fidelity accounts—some individually and some jointly—sometimes enter the name of a joint account holder or co-owner rather than the primary registered owner's name. Since this authorization applies specifically to accounts on which you are registered as an owner, entering the wrong name can create confusion about which accounts are covered. Verify the exact registered owner name for each account you intend to include in this authorization by checking your most recent Fidelity brokerage account statement.

Frequently Asked Questions About Fidelity Charitable LOA

 

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How does the AI fill out Fidelity Charitable LOA?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Fidelity Charitable LOA, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Fidelity Charitable LOA to fill out?
Fidelity Charitable LOA has a Form Complexity Index of 15 out of 100, in the simple tier: 5 fillable fields across 1 page. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the Fidelity Charitable Letter of Authorization and what is it used for?
The Letter of Authorization (LOA) is a form that allows you, as a Fidelity brokerage account owner, to authorize National Charitable Services LLC (NCS) to transfer cash and securities from your non-retirement Fidelity brokerage account to Fidelity Charitable as a charitable contribution. It also allows you to authorize an Agent (such as a financial advisor) to provide contribution instructions on your behalf.
Who needs to fill out this Letter of Authorization?
Any Fidelity brokerage account owner who wants to make charitable contributions to Fidelity Charitable from their non-retirement brokerage account needs to complete this form. It is especially important if you want to allow a financial advisor or other authorized agent to submit contribution instructions on your behalf.
What information is required to complete this form?
You need to provide your Giving Account Number, your Fidelity Brokerage Account Owner Name, the date, and your signature. Make sure all fields are filled in accurately before submitting the form.
Can this authorization be used for retirement accounts?
No, this authorization applies only to non-retirement Fidelity brokerage accounts on which you are registered as an owner. Retirement accounts are explicitly excluded from the scope of this Letter of Authorization.
What authority does my Agent (financial advisor) have under this authorization?
Your Agent can provide contribution instructions to Fidelity Charitable on your behalf, but only if they have been authorized with full trading authority or asset movement authorization level 1 or 2 on your account. Your Agent is authorized to act for you in the same manner as you could, but cannot exceed the authority granted under this authorization.
Will Fidelity monitor my Agent's activity or confirm their instructions?
No, Fidelity and Fidelity Charitable will not undertake to confirm your Agent's representations or monitor their compliance with your instructions. You are responsible for carefully reviewing your account documentation and monitoring all activity in your Fidelity Account and Giving Account. However, Fidelity reserves the right to confirm instructions with you at its discretion, especially for transactions over a certain dollar amount.
How long does this authorization remain in effect?
This is a continuing authorization that remains in full force and effect until Fidelity or Fidelity Charitable receives written notice of your death, disability, incapacity, or a written revocation from you. Note that revocation does not affect any transactions that were already initiated before the revocation was received.
How do I revoke this Letter of Authorization?
To revoke this authorization, you must send a written notice to either Fidelity or Fidelity Charitable. The revocation takes effect only when it is actually received by Fidelity or Fidelity Charitable, and it will not affect any transactions that were already in progress before receipt of the revocation.
How do I submit the completed Letter of Authorization?
You can submit the completed and signed form by fax to 877-665-4274, or by mail to Fidelity Charitable, PO Box 770001, Cincinnati, OH 45277-0053. Make sure to attach any necessary documents before sending.
Where can I get help if I have questions about this form?
If you have questions about the Letter of Authorization, you can visit FidelityCharitable.org or call Fidelity Charitable directly at 800-952-4438. Representatives are available to assist you with completing and submitting the form.
Can I use AI tools like Instafill.ai to help fill out this form?
Yes, AI-powered services like Instafill.ai can help you accurately auto-fill form fields such as your Giving Account Number, account owner name, and date, saving you time and reducing the risk of errors. Instafill.ai is especially useful for ensuring all required fields are completed correctly before submission.
How can I fill out this form online using Instafill.ai?
To fill out this form online, visit Instafill.ai and upload the Letter of Authorization PDF. The AI will guide you through each field, auto-filling information where possible, and allow you to review and finalize the form before downloading or submitting it. This makes the process faster and more accurate than filling it out manually.
What if the PDF version of this form is not fillable?
If you have a flat, non-fillable PDF version of the Letter of Authorization, Instafill.ai can convert it into an interactive fillable form. Simply upload the PDF to Instafill.ai, and the platform will enable you to type directly into the form fields, sign digitally, and submit or download the completed document.
Am I liable for my Agent's actions under this authorization?
Yes, by signing this form you agree to indemnify and hold harmless Fidelity Brokerage Services LLC, National Financial Services LLC, National Charitable Services LLC, and Fidelity Investments® Charitable Gift Fund from any losses, claims, or financial obligations arising from any act or omission of your Agent with respect to your Fidelity Account or Giving Account. It is important to carefully choose and monitor your Agent.
Which laws govern this Letter of Authorization?
This authorization is governed by the laws of the Commonwealth of Massachusetts. Your Agent is also obligated to comply with all applicable state, federal, and industry securities laws and regulations, including the Investment Advisers Act of 1940, the Securities Exchange Act of 1934, the Investment Company Act of 1940, and FINRA rules.
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