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.
Trustee is an entity If the trustee is an entity, check the box, enter full entity name as evidenced by the relevant formation document (e.g., trust document, partnership agreement, articles of incorporation), and a completed Fidelity Trustee Certification or Fidelity® Brokerage Business Account Certification form, as applicable, is required.
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