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Prepare the letter of instruction Fidelity requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
Step 1 of 3
The deceased Fidelity account owner and their legal domicile at the time of death. This form applies only to a nonretirement account with a value of $25,000 or less that is eligible for a nonprobate transfer under the decedent’s state law.
The deceased owner’s legal domicile. No P.O. Boxes.
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NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.
Send it to Fidelity's estate/claims department: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0039. You can reach the department at 1-800-522-7297.
Fidelity lists these among its required documents: Certified death certificate; Valid government-issued ID for beneficiary or executor; Existing Fidelity account number OR new account application; Letters of Appointment (certified within 90 days) if probate required. The prepared letter includes an enclosure checklist drawn from Fidelity's recorded requirements.
Varies by account type and documentation provided
Fidelity provides its own letter-of-instruction form. We complete that official form with your information; you print, sign, and send it.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
