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EFTA00299834

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Oridefihr Print Reset Save or call 800-343-3548. • New Fidelity Account® Trust-Brokerage Use this application to open a Fidelity Account° for a trust. To open other account types, visit for the appropriate form. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or ignatures, make a copy of the relevant page. Important to Understand By signing this application, you adcnowledge that • Fidelity Brokerage Services LLC ("FBS") will perform brokerage and administrative services. • National Financial Services LLC ("NFS") will provide administrative, clearing, and custody services. • FBS and NFS are together referred to herein as "Fidelity." • Important documents related to your account include the Fidelity Account Customer Agreement ("Customer Agreement") and other relevant information delivered from time to time. • In this application, "You," "you," and "your" refers to all account holders, including individual, joint, trustees, and/or custodians. Each of the account holders agrees that any account holder has authority to act on behalf of this account. Additional Documentation Requirements • Fidelity Certification of Trust form, provided with this application, or it can be downloaded from • OR if your account is in the name of a foreign trust, or if you prefer not to complete the Fidelity Certification of Trust form, you will need to certify your trust by providing a copy of the pages of the trust document that includes the full name of the trust, trust date, name of the updated or successor trustee(s) that match the trustee(s) listed in this form, and all signatures. Do not include the entire trust document. • Any other required documents as indicated in the appropriate sections of this application (if applicable). 1. Trust Information Provide the tax reporting number for the trust. A decedent's SSN cannot be used as the tax reporting number. (Trust Nemo Enter AA

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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