Get the free Share Class Conversion Form - Fidelity

Please choose from one of the following options (mark with an X). I wish to convert all eligible holdings in all of my eligible accounts with Fidelity to clean share classes. (you may incur higher

How to fill out share class conversion form

How to fill out share class conversion form

1. Gather all the necessary information and documents required to fill out the form.
2. Read the instructions provided with the share class conversion form carefully.
3. Ensure that you have the correct version of the form, as different funds may have different requirements or variations of the form.
4. Fill out the personal details section accurately, including your name, address, contact information, and any other required information.
5. Provide the relevant details about the existing share class that you wish to convert from, such as the fund name, share class symbol, and the number of shares.
6. Specify the new share class that you want to convert into, including the fund name, share class symbol, and any other required details.
7. Double-check all the information provided to ensure accuracy and completeness.
8. Attach any necessary supporting documents, such as identification proof or account statements, as specified in the instructions.
9. Sign and date the form in the designated section.
10. Submit the completed share class conversion form by the specified method, which may include mailing it to the appropriate address or submitting it electronically.
11. Keep a copy of the filled-out form and any supporting documents for your records.

Who needs share class conversion form?

1. Investors who currently hold shares in a particular share class of a fund and wish to convert them into a different share class may need to fill out a share class conversion form.
2. Fund management companies and financial institutions may require investors to complete this form to initiate the conversion process.

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What is share class conversion form?

Share class conversion form is a document used to convert one share class into another within a mutual fund.

Who is required to file share class conversion form?

Investors who wish to convert their existing shares in a mutual fund to a different share class are required to file share class conversion form.

How to fill out share class conversion form?

To fill out a share class conversion form, investors need to provide their personal information, details of the fund, and specify the share class they wish to convert into.

What is the purpose of share class conversion form?

The purpose of share class conversion form is to allow investors to switch from one share class to another within the same mutual fund.

What information must be reported on share class conversion form?

The share class conversion form requires information such as investor details, current share class holding, desired new share class, and signature.