Fidelity Investments Request for Transaction Letter of Instruction (LOI) for Alternative Investments Completed Form Examples and Samples
Browse real-world examples and samples of the Fidelity Investments Request for Transaction Letter of Instruction (LOI) for Alternative Investments form. Each example includes completed fields, explanations, and key features to help you correctly fill out and submit your own Fidelity LOI for hedge funds, private equity, REITs, and other alternative investments.
Fidelity Investments LOI for Alternative Investments Example – Hedge Fund Redemption Request
How this form was filled:
This example demonstrates a completed Fidelity Investments Request for Transaction Letter of Instruction (LOI) for Alternative Investments submitted by an individual investor requesting a partial redemption from a hedge fund held within a Fidelity brokerage account. The LOI includes the account holder's details, the specific alternative investment fund name, redemption amount, wire instruction preferences, and a wet signature with a current date — illustrating the correct way to complete this form for a straightforward hedge fund withdrawal.
Information used to fill out the document:
- Account Owner Name: Michael T. Harrington
- Account Number: Z12-345678
- Account Type: Individual Brokerage Account
- Fund Name: Blackstone Diversified Opportunities Fund
- Share Class: Class A
- CUSIP: 09257L104
- Transaction Type: Partial Redemption
- Redemption Amount: $75,000.00
- Redemption Method: Dollar Amount
- Proceeds Destination: Credit to Fidelity Brokerage Account on File
- Special Instructions: Please process at the next available redemption date per fund prospectus
- Daytime Phone Number: (617) 555-0182
- Address: 48 Beacon Hill Road, Boston, MA 02108
- Signature: Michael T. Harrington
- Date Signed: January 15, 2026
- Medallion Signature Guarantee Required: No
- Notarization Required: No
What this filled form sample shows:
- Correctly identified account owner name and Fidelity brokerage account number matching the account on file
- Properly specified alternative investment fund name, share class, and CUSIP for unambiguous fund identification
- Clearly stated transaction type as a partial redemption with an exact dollar amount of $75,000.00
- Designated proceeds destination as the existing Fidelity brokerage account to streamline fund transfer
- Included special processing instructions referencing the fund's prospectus redemption schedule
- Properly signed and dated the LOI on January 15, 2026, meeting Fidelity's submission requirements
- Confirmed Medallion Signature Guarantee and notarization are not required for this transaction type and amount
Form specifications and details:
| Use Case: | Partial redemption from a hedge fund alternative investment held in a Fidelity individual brokerage account |
| Form Name: | Fidelity Investments Request for Transaction Letter of Instruction (LOI) for Alternative Investments |
| Investor Type: | Individual Retail Investor |
| Alternative Investment Category: | Hedge Fund |
| Transaction Category: | Redemption |
| Redemption Type: | Partial Redemption by Dollar Amount |
| Fund Type: | Hedge Fund – Limited Partnership Structure |
| Proceeds Handling: | Credited to linked Fidelity brokerage account |
| Signature Requirement: | Account owner wet signature required |
| Medallion Guarantee Required: | No |
| Submission Method: | Mail or secure upload to Fidelity |
| Processing Timeline: | Per fund prospectus redemption schedule (typically quarterly) |
| Applicable Year: | 2026 |
Created: February 25, 2026 06:16 AM
