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SEC Form 5FORM 5UNITED STATES SECURITIES AND EXCHANGE COMMISSIONCheck this box if no longer subject
to Section 16. Form 4 or Form 5
obligations may continue. See
Instruction 1(b).OMB Number:32350362Estimated
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How to fill out shares gifted to fidelity
How to fill out shares gifted to fidelity
01
To fill out shares gifted to fidelity, follow these steps:
02
Log in to your Fidelity account.
03
Navigate to the 'Accounts' section.
04
Select the account where you received the gifted shares.
05
Click on the 'Transact' or 'Trade' option.
06
Locate the 'Transfer' or 'Deposit' option.
07
Select the shares gifted to you.
08
Fill in the required information, including the number of shares and any additional details requested.
09
Verify the transaction details.
10
Submit the request and wait for confirmation from Fidelity.
11
Once the shares are successfully transferred, you will see them in your account holdings.
Who needs shares gifted to fidelity?
01
Individuals who have been gifted shares and have a Fidelity account may need to fill out shares gifted to Fidelity. This applies to anyone who has received gifted shares and wants to transfer them into their Fidelity account for investment or other purposes.
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What is shares gifted to fidelity?
Shares gifted to fidelity refers to the act of transferring ownership of stock or securities to fidelity as a gift.
Who is required to file shares gifted to fidelity?
Anyone who has gifted shares to fidelity is required to file the necessary paperwork and report the transaction.
How to fill out shares gifted to fidelity?
To fill out shares gifted to fidelity, one must provide details such as the name of the giver and recipient, the quantity and type of shares gifted, and the date of the transaction.
What is the purpose of shares gifted to fidelity?
The purpose of shares gifted to fidelity is typically to transfer ownership of the shares as a gift or to support a charitable cause.
What information must be reported on shares gifted to fidelity?
The information that must be reported on shares gifted to fidelity includes details about the giver and recipient, the quantity and type of shares gifted, and the date of the transaction.
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