Fidelity Charitable Letter of Authorization Instructions
This form contains 5 fields organized into 2 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| General | ||
| Button | ||
| Reset | Button | |
| Page 1 | ||
| Giving Account Number | Text |
Please enter the giving account number associated with the Fidelity brokerage account.
|
| Fidelity Brokerage Account Owner Name | Text |
Please enter the full name of the Fidelity brokerage account owner.
|
| Signature Date | Date |
Please enter the date the Fidelity brokerage account owner signed this form.
|