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PrintResetTrusted Contact Authorizations this form to designate a trusted contact, who must be 18 years or older, for your Fidelity Brokerage Services LLC (Fidelity) account(s). Do NOT use this form
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How to fill out trusted contact authorization
How to fill out trusted contact authorization
01
To fill out a trusted contact authorization, follow these steps:
02
Begin by providing your full name and contact information.
03
Next, include the full name and contact information of your trusted contact.
04
Specify the relationship you have with your trusted contact.
05
Provide any additional details or instructions that may be necessary or relevant.
06
Review the authorization form carefully and make sure all the information is accurate.
07
Sign and date the form in the designated spaces.
08
Lastly, submit the completed trusted contact authorization form to the appropriate entity or organization.
Who needs trusted contact authorization?
01
Trusted contact authorization is often required by financial institutions, such as banks or investment firms.
02
It may be necessary for individuals who want to designate someone they trust to act on their behalf or make important financial decisions in case they are unable to do so.
03
This authorization can provide an added layer of security and assistance during unexpected circumstances or emergencies.
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