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Use this form to establish a trust as the Owner and Beneficiary or to change the trustee(s) on a Fidelity Growth and Guaranteed Income® annuity contract. This Statement voids all previous Trustee
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How to fill out fidelity growth and guaranteed
How to fill out Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form
01
Obtain the Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form from the Fidelity website or your financial advisor.
02
Read the instructions provided with the form carefully to understand the requirements.
03
Fill in your personal information, including your name, address, and contact details in the designated fields.
04
Provide account details, such as your account number and the type of account you are trustee for.
05
Detail the trust information, including the name of the trust, date it was established, and the names of the beneficiaries.
06
Complete any sections regarding the investment strategy or preferences for the trust funds.
07
Sign and date the form where indicated, ensuring that all information is accurate.
08
Submit the completed form to Fidelity either online or through the mail as instructed.
Who needs Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form?
01
Individuals acting as trustees for a trust that includes Fidelity investment products.
02
Beneficiaries of a trust who require formal documentation to manage trust assets with Fidelity.
03
Financial advisors administering trust accounts for clients who have Fidelity investments.
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People Also Ask about
Is Fidelity considered a trustee?
With Fidelity as corporate trustee, you may have more time to build a better relationship with your client: Financial Representative can focus on relationships
Can Fidelity act as a trustee?
Fidelity's Trustee Services Whether you choose to work with Fidelity Personal Trust Company1, as your trustee or co-trustee, we bring objectivity, continuity, and experience to the management of your trust.
Who Cannot act as a trustee?
The reasons which disqualify a person from being a charity trustee are: Unspent conviction for an offence involving dishonesty or deception. Unspent conviction for specified terrorism offences. Unspent conviction for a specified money laundering offence.
How much does Fidelity charge for trustees?
Fees for trust administration when FPTC serves as trustee or co-trustee start at 0.45% for the first $2 million of trust assets, with additional breakpoints for larger trusts. There is a minimum annual fee of $4,500 for trust administration. Additional advisory fees apply for investment management service.
Can a financial advisor act as a trustee?
Attorneys, accountants and financial advisors often have unique relationships with their clients and may be suited to serve as the trustee of your trust, as they should understand you and your estate nearly as well as you do.
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What is Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form?
The Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form is a document used to establish and maintain a trust account with Fidelity, allowing for investments and financial planning within a structured framework.
Who is required to file Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form?
Individuals or entities acting as trustees for a trust account that invests in growth and guaranteed income products through Fidelity are required to file this form.
How to fill out Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form?
To fill out the form, provide accurate information regarding the trust, including the trustee's details, trust purpose, beneficiaries, and investment options, ensuring all fields are completed as per the guidelines provided by Fidelity.
What is the purpose of Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form?
The purpose of this form is to formalize the trust relationship, outline the terms of investment, and ensure compliance with regulatory requirements related to trust accounts.
What information must be reported on Fidelity Growth and Guaranteed Income Trustee Statement and Agreement Form?
The form must report information including the name of the trust, trustee identification, trust beneficiaries, the purpose of the trust, and the specifics of the investment strategy or products chosen.
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