Yes! You can use AI to fill out Irrevocable Contribution Form and Letter of Instruction
This form is a legal document for donors to make irrevocable contributions to a Fidelity Charitable® Giving Account®. It details the donor information, the type and source of the assets being contributed (such as cash, stocks, or mutual funds), and how the contribution should be invested within the charitable account. 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 for your convenience.
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Form specifications
| Form name: | Irrevocable Contribution Form and Letter of Instruction |
| Number of pages: | 5 |
| Language: | English |
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How to Fill Out Fidelity Charitable Irrevocable Contribution Form Online for Free in 2026
Are you looking to fill out a FIDELITY CHARITABLE IRREVOCABLE CONTRIBUTION FORM form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your FIDELITY CHARITABLE IRREVOCABLE CONTRIBUTION FORM form in just 37 seconds or less.
Follow these steps to fill out your FIDELITY CHARITABLE IRREVOCABLE CONTRIBUTION FORM form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload the Irrevocable Contribution Form or select it from the template library.
- 2 Use the AI assistant to accurately fill in Section 1 with your Giving Account and Donor Information.
- 3 Complete the relevant contribution section (2A, 2B, or 4) to specify the assets you are donating, whether they are from a Fidelity account, an external institution, or a check/wire.
- 4 In Section 3, select how you want your contribution to be allocated among the available investment pools.
- 5 Carefully review all the information you've entered to ensure its accuracy and completeness.
- 6 Electronically sign and date the form in Section 5 to authorize the contribution.
- 7 Download the completed form and follow the mailing or faxing instructions provided on the last page to submit it to Fidelity Charitable.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form Fidelity Charitable Irrevocable Contribution Form
This form is used to make a permanent, non-refundable contribution of assets like cash, stocks, or mutual funds to your Fidelity Charitable Giving Account®. It serves as your official instruction to transfer these assets for charitable giving.
Anyone wishing to contribute assets to a new or existing Fidelity Charitable Giving Account® should use this form. This includes both the account holder and any third-party donor making a contribution to an account.
You will need your Giving Account number, personal contact and tax identification information, and details about the asset you're contributing. This may include the financial account number, security symbols, and number of shares.
Complete Section 4 of the form and attach a recent account statement from the delivering firm. You must authorize Fidelity Charitable to initiate the transfer for mutual funds, which can take three to six weeks to complete.
No, you cannot make a contribution directly from a Fidelity IRA. You must first request a distribution from your IRA to a non-retirement account and then contribute the assets from that account.
This form cannot be used for restricted stock. You must contact Fidelity Charitable directly at 800-262-6039 for special instructions on how to contribute these types of assets.
If you do not make a recommendation, your contribution will be allocated to reflect the current investment pool allocation of your Giving Account. If your account is new and unfunded, it will be allocated to the Asset Allocation 20% Equity Pool.
An irrevocable contribution is a permanent gift that cannot be refunded to you once accepted by Fidelity Charitable. By signing, you acknowledge you are relinquishing ownership of the assets.
In Section 1, check the 'Third-Party Donor' box and provide your personal information. This ensures the tax receipt is generated in your name, though you will not gain any advisory privileges over the account.
You can mail the form to the address provided on page 6 or fax it to 877-665-4274. Be aware that if your delivering broker requires an original signature, you must mail the physical form.
A Medallion Signature Guarantee stamp is required only if you are contributing physical stock certificates held in your personal possession, as noted in Section 2B.
Yes, services like Instafill.ai use AI to help you accurately auto-fill form fields with your information. This can save you time and help reduce the chance of making errors on complex forms.
To fill this form out online, you can upload the PDF to the Instafill.ai platform. The AI will make the form fillable, allowing you to type your information once and have it populate all the necessary fields automatically.
If your PDF is not interactive, you can use a service like Instafill.ai to convert it into a smart, fillable form. This allows you to easily type your information directly into the fields before printing for submission.
Compliance Fidelity Charitable Irrevocable Contribution Form
Validation Checks by Instafill.ai
1
Conditional Section Completion Based on Contribution Type
This check verifies that the user completes the correct sections of the form based on their initial selection of contribution type. For example, if 'Assets held at Fidelity Investments' is chosen, Sections 2A and 3 must be completed, whereas choosing 'Assets held outside of Fidelity Investments' requires Sections 3 and 4. This ensures data integrity and prevents the submission of an incomplete or logically flawed request, which would require manual follow-up.
2
Investment Pool Allocation Total Percentage
This validation ensures that if the user opts to manually allocate their contribution in Section 3B, the sum of all specified percentages across all investment pools equals exactly 100%. This is critical for ensuring the full contribution is allocated according to the donor's wishes without ambiguity. A failure would result in an error message prompting the user to adjust the percentages until they sum to 100.
3
Mutually Exclusive Donor Type Information
This check validates that in Section 1, if the 'Entity' checkbox is selected, the 'Entity Legal Name' field is filled, and the individual 'First Name' and 'Last Name' fields are disabled or ignored. Conversely, if 'Entity' is not checked, 'First Name' and 'Last Name' are required. This prevents conflicting donor information and ensures the tax receipt is generated for the correct legal person or entity.
4
Tax Identification Number Format
This validation ensures the 'Social Security or Tax Identification Number' provided in Section 1 conforms to a valid SSN (9 digits) or TIN/EIN (9 digits) format. Correct formatting is essential for tax reporting and identity verification as required by anti-money laundering regulations. An invalid format would prevent form submission and prompt the user to re-enter the number correctly.
5
Signature and Date Completion
This check confirms that the 'Signature' and 'Date' fields in Section 5 are both completed by the donor or authorized party. The signature is a legal attestation and authorization for the irrevocable contribution, and the date establishes when the authorization was given. Submitting the form without a signature or date would render the request invalid and legally non-binding.
6
Positive Value for Contribution Amounts and Shares
This validation verifies that all numerical fields for contributions, such as 'Cash Transfer Amount', 'Number of Shares', and 'Check Amount', contain a value greater than zero. A contribution of zero or a negative amount is not logical or permissible. This check prevents erroneous submissions that would fail during financial processing.
7
Date Field Format and Plausibility
This check ensures that all date fields, such as 'Lot Acquisition Date' and the signature 'Date', are entered in the specified MM DD YYYY format and represent a valid, non-future date. Accurate acquisition dates are important for tax purposes, and the signature date must be current. An invalid date format or a future date would be rejected to ensure record-keeping accuracy.
8
Cross-Section Giving Account Number Consistency
This validation compares the 'Giving Account Number' entered in Section 1 with the 'Fidelity Charitable Giving Account Number' entered in Section 4 (if applicable). The numbers must be identical to ensure the contribution from an external firm is credited to the correct account. A mismatch would cause a processing failure and could lead to the contribution being misapplied or rejected.
9
Mutual Fund Transfer Rule Enforcement
Based on the note in Section 4, this check enforces that if a user is transferring assets from an outside institution and the asset is a mutual fund, they must select 'Option 2: I authorize Fidelity Charitable to initiate the transfer'. This is a specific business rule that is critical for the successful transfer of this asset type. If a user selects Option 1 for a mutual fund, the form should display an error explaining the requirement.
10
Completeness of Required Asset Information
This validation ensures that when a user indicates they are contributing a specific asset type, all associated required fields are filled. For example, if contributing stocks from Fidelity in Section 2A, the 'Description of Assets', 'Symbol', 'Fidelity Account Number', and 'Number of Shares' fields must all be completed for that entry. This prevents incomplete instructions that would make it impossible for Fidelity Charitable to process the transaction.
11
Mutually Exclusive Investment Allocation Method
In Section 3B, this check ensures the user selects only one of the two primary allocation options: 'Allocate... in the same percentages as my current investment pools' OR 'Allocate... as follows'. Selecting both options creates a contradiction in the user's instructions. The system should prevent both from being checked simultaneously to ensure clear and unambiguous allocation instructions.
12
Citizenship Status Selection Requirement
This validation confirms that in Section 1, the user has selected exactly one of the two citizenship status options: 'U.S. citizen' or 'U.S. resident alien'. This information is required for regulatory and compliance purposes. Failure to select one option would result in an incomplete submission and require the user to make a selection before proceeding.
13
Phone Number Format Validation
This check verifies that the 'Preferred Phone' number entered in Section 1 follows a standard and valid phone number format (e.g., 10 digits, with optional country code, parentheses, or hyphens). A valid phone number is necessary in case Fidelity Charitable needs to contact the donor with questions about the contribution request. An invalid format could hinder communication and delay the processing of the contribution.
Common Mistakes in Completing Fidelity Charitable Irrevocable Contribution Form
In Section 3, donors often make simple math errors, causing the investment pool allocation percentages to not total exactly 100%. This happens when manually calculating the breakdown across multiple pools. An incorrect total requires Fidelity Charitable to contact the donor for clarification, delaying the investment of the contribution. To avoid this, double-check your math or use a calculator before finalizing the section.
Donors frequently misunderstand the instructions on page one and fill out the wrong sections for their contribution type, such as completing Section 2A for assets held outside of Fidelity. This error leads to processing delays and rejection of the form, as the provided information does not match the required workflow. Carefully read the first page to determine if you need to complete sections 2A, 2B, or 4 based on where your assets are held.
Forgetting to enter the Giving Account Number in Section 1, or entering it with a typo, is a frequent and critical error. This number is the primary identifier used to link your contribution to your specific donor-advised fund. An incorrect or missing number will cause significant delays and may result in the contribution being unallocated until you can be contacted to resolve the discrepancy.
In Section 4, many donors miss the note stating that Fidelity Charitable must initiate transfers of mutual funds and incorrectly select 'Option 1: I will initiate the transfer'. This causes the transfer to fail because the delivering firm will not have the required authorization from Fidelity Charitable. Always select 'Option 2' and provide a recent account statement when contributing mutual funds from an external account to ensure a smooth process.
When contributing stocks or securities in Section 2A or 4, people often leave required fields like the Ticker Symbol, Number of Shares, or source Fidelity Account Number blank. Each piece of information is essential for accurately identifying and transferring the correct assets. Omitting these details forces a follow-up and halts the contribution process until the information is complete.
Donors often forget to include necessary accompanying items, such as a Medallion Signature Guarantee for stock certificates (Section 2B) or a copy of a recent account statement for transfers initiated by Fidelity Charitable (Section 4, Option 2). The absence of this required documentation will prevent the transaction from being processed. Always review the instructions for your specific contribution type to ensure all required paperwork is included with your form.
A missing signature or an incorrectly formatted date in Section 5 is one of the most common reasons for form rejection. The form is a legal instruction, and without a valid signature and a date in the specified MM DD YYYY format, it cannot be processed. Remember to physically sign the form before mailing or faxing and write out the full date as requested to avoid unnecessary delays.
Donors sometimes attempt to contribute assets directly from a Fidelity IRA, overlooking the explicit instruction in Section 2 that this is not permitted. This results in an immediate rejection of the request. To contribute funds from an IRA, you must first take a distribution to a non-retirement account and then initiate the contribution from that account, as outlined in the form's instructions.
In Section 2A, donors may specify a fractional number of shares (e.g., 50.5 shares) for a stock contribution, not realizing the form states that Fidelity Charitable rounds down to the next whole share. This results in a smaller contribution than the donor may have intended, with the fractional share remaining in their account. To avoid this, always enter whole numbers for the quantity of shares you wish to contribute.
When contributing by check or wire, donors frequently forget to include their Giving Account number and name in the memo field as instructed in Section 2B and on the final page. This information is crucial for matching the incoming funds to the correct account in a timely manner. Without it, the funds may be placed in a holding account, delaying your ability to recommend grants until Fidelity Charitable can identify you as the contributor.
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