Account Ownership
 
Account Features
 
Grant a Trustee the Authority to Give Instructions on Trust Accounts
Through a Trustee Certification of Investment Power, trustee(s) of a trust certify their authority to send orders and other instructions to Fidelity and execute documents on behalf of the trust account holder.
Forms and Instructions
Download, print, complete, and sign the form, then mail it to the address on the form.
Brokerage and Mutual Fund Trustee Certification Form (PDF)
529 Plan Trustee Certification of Investment Powers (PDF)
Annuity Annuity Trustee Statement and Agreement
PDFs require Adobe® Acrobat® Reader®.

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