Get the free Certificate Release Request

This form authorizes Fidelity to deposit certificates into a Fidelity brokerage account when the name and registration on the certificate do not match the name and registration on the Fidelity account.

How to fill out certificate release request

How to fill out Certificate Release Request

1. Obtain the Certificate Release Request form from the appropriate authority.
2. Fill out the form with accurate personal information, such as your name, contact details, and any relevant identification numbers.
3. Provide details about the certificate you are requesting to be released, including the certificate type and any associated identification or reference numbers.
4. Sign and date the form to validate your request.
5. Submit the completed form to the designated office or online portal as instructed.

Who needs Certificate Release Request?

1. Individuals or organizations that require access to a previously issued certificate for a specific purpose.
2. Students or graduates needing to retrieve their educational certificates.
3. Professionals seeking reinstatement of professional certifications or licenses.
4. Employers or institutions that need to verify the authenticity of a certificate.

People Also Ask about

What is the best way to send stock certificates?

We recommend the use of an overnight courier service, like Federal Express, UPS or DHL, to deliver documents to Registrar and Transfer Company. If you use the mail, we strongly recommend the use of registered insured mail, return receipt requested.

How to transfer stock certificates to a brokerage account?

1. Take it to a brokerage firm. They can deposit the certificate into an account. You will most likely need to provide them with the same legal documents you provided Equiniti. 2. You can transfer the shares into an estate account (if there are multiple heirs) or an account in your name.

What to do with physical stock certificates?

You can deposit stock certificates directly into your Fidelity Brokerage Account® using the following guidelines: All account owners must sign their names exactly as it appears on the certificate(s).

How do you transfer a physical stock certificate to a brokerage account?

In order to cash in the stock, you need to fill out the transfer form on the back of the certificate and have it notarized. Once complete, send the notarized certificate to the transfer agent, who will register the stock to you as owner.

For pdfFiller’s FAQs

What is Certificate Release Request?

A Certificate Release Request is a formal document used to request the release of a certificate, typically related to the completion of compliance or regulatory requirements.

Who is required to file Certificate Release Request?

Typically, individuals or organizations that have completed the necessary regulations or compliance requirements and seek to obtain or release a certificate are required to file a Certificate Release Request.

How to fill out Certificate Release Request?

To fill out a Certificate Release Request, provide necessary identifying information, ensure all required fields are completed accurately, attach any necessary documentation, and submit the request to the appropriate authority or organization.

What is the purpose of Certificate Release Request?

The purpose of a Certificate Release Request is to formally initiate the process of obtaining a certificate that verifies compliance with specific regulations or standards.

What information must be reported on Certificate Release Request?

The information required on a Certificate Release Request typically includes the requestor's details, the specific certificate being requested, any relevant compliance information, and supporting documentation as needed.