If you prefer, you can use these forms.
Annuity customers, please use these forms instead.
Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
If you want to give another person full control over your account, it's a good idea to review your specific needs with a trusted legal advisor to determine if a power of attorney (POA) is the right choice for you.
A POA is a legal document that gives a person you choose, known as an attorney-in-fact, the right to act on your behalf. You may consider establishing a POA to prepare for unexpected events that might prevent you from handling your own affairs. Be sure to review all POA-related documents with a trusted legal professional to ensure you understand the implications of granting this authority.
When you submit the appropriate Fidelity forms, please make sure they are:
Signed by two witnesses (this may vary depending on your specific state's requirements)
Note: Your attorney-in-fact cannot sign as a witness.
If you're not an annuity customer, please consider using the online steps because the process will guide you to the correct form and give you a detailed checklist of what you need to provide.
When we've received your forms in good order, you'll receive a revised account profile by mail to your address within five business days. Your attorney-in-fact must wait 30 days after the account is set up before he or she can withdraw more than $10,000 from your account.
Note: $10,000 is the total amount that can be withdrawn over the initial 30-day waiting period, not a daily amount.
Virtual Assistant is Fidelity's automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results and to help provide analytics to improve the search results. For account servicing requests, you may send our customer service team a secure, encrypted message once you have logged in to our website. Responses provided by the Virtual Assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided.