Transcription of Trustee Certification — Adding or Removing Trustees
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Trustee Certification — Adding or Removing Trustees
Trust Information ALL fields are the tax reporting number for the trust. A decedent s SSN cannot be used as the tax reporting Account NumberTrust Name Enter full trust name as evidenced by the trust Social Security or Tax ID Number SSNOR TINDate of Trust MM DD YYYYFor a domestic trust, provide the state. For a foreign trust, provide the country.** Your trust documents set forth the terms of your trust. Based on these documents, please tell us which state s lawsapply to your trust. If your trust is subject to foreign law, please tell us which country s laws Go to or call continues on next page. Trustee Certification Adding or Removing TrusteesUse this form to add or remove a Trustee (s) on your Fidelity Brokerage or Mutual Fund Only Trust, Fidelity Cash Management Trust, Trust 529 Plan, or Investment-Only account. Do NOT use this form if the trust s Taxpayer ID number (TIN or SSN) is changing. Instead, complete a Change of Account Registration form (brokerage), a Change of Account Ownership form (mutual fund), or a Fidelity Trust Account Application.
Death of trustee. Include a copy of the death certificate and a state tax waiver, if required by the decedent’s state of residence. Incapacitation of trustee. Include copies of the pages from the trust that govern the appointment of a successor trustee, along with a letter signed by the attending physician on the physician’s letterhead and ...
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