This document is an application form for opening a Fidelity Account for a trust. It includes sections for trust information, primary trustee information, additional individual information, initial funding, core position, ongoing funding options, account features, account owner signatures, and terms and conditions. The document outlines the responsibilities and acknowledgments required by the account holders, including the need for a Fidelity Certification of Trust form or equivalent documentation, and the authority granted to Fidelity to manage the account. It also includes sections for electronic funds transfer, checkwriting, and trusted contact authorization.
documents/EFTA00299834.pdf
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