Get the free FIDELITY DEVONSHIRE TRUST Form 497K Filed 2022-07-29. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONFORM 497K Summary Prospectus for certain openend management investment companies filed pursuant to Securities Act Rule 497(K)Filing Date: 20220729SEC Accession No.

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How to fill out fidelity devonshire trust form

01

Obtain the fidelity Devonshire trust form from the Fidelity website or your financial advisor

02

Fill in your personal information including name, address, social security number, and contact information

03

Provide details of the trust including the name of the trust, the trustees, and beneficiaries

04

Specify the assets that will be placed in the trust including financial accounts, real estate, and personal property

05

Sign and date the form to confirm your agreement with the terms of the trust

Who needs fidelity devonshire trust form?

01

Individuals who want to set up a trust to manage their assets and provide for their beneficiaries

02

People who want to ensure that their assets are distributed according to their wishes after their passing

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What is fidelity devonshire trust form?

The Fidelity Devonshire Trust form is a document used to report information related to trust assets and income.

Who is required to file fidelity devonshire trust form?

Individuals or entities who are trustees of a trust that meets certain criteria are required to file the Fidelity Devonshire Trust form.

How to fill out fidelity devonshire trust form?

The Fidelity Devonshire Trust form can be filled out online or printed and completed manually. It requires detailed information about the trust's assets, income, and beneficiaries.

What is the purpose of fidelity devonshire trust form?

The purpose of the Fidelity Devonshire Trust form is to provide accurate information about a trust's financial activities and ensure compliance with tax laws.

What information must be reported on fidelity devonshire trust form?

Information such as trust income, dividends, capital gains, and distributions to beneficiaries must be reported on the Fidelity Devonshire Trust form.

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