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PrintResetSaveQuestions? Go to FidelityCharitable.org or call 8009524438. Pooled Income Fund Change Form Use this form to make changes to your account and to change Donor information (e.g., address,

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How to fill out pooled income fund change

01

Obtain the necessary forms from the organization administering the pooled income fund.

02

Read the instructions carefully before filling out the form.

03

Provide your personal information, including full name, address, and social security number.

04

Indicate the specific changes you want to make to your pooled income fund account.

05

If you wish to change the beneficiaries or their shares, clearly state the new beneficiaries and their respective shares.

06

If you want to change the investment strategy or asset allocation, specify the changes you require.

07

If you want to make changes to the withdrawal or disbursement schedule, provide the new instructions.

08

Sign and date the form before submitting it to the organization administering the pooled income fund.

Who needs pooled income fund change?

01

Individuals who have a pooled income fund account and wish to make changes to their account information or preferences.

02

Beneficiaries of a pooled income fund account who want to update their personal details or modify their share allocation.

03

Investors who want to alter the investment strategy or asset allocation of their pooled income fund account.

04

Individuals who need to revise the withdrawal or disbursement schedule for their pooled income fund account.

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