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The authorization allows Fidelity Brokerage Services LLC and National Financial Services, LLC to permit NCS access to Fidelity accounts for contribution processing. It sets reliance on agent instructions, discretionary confirmation thresholds, indemnification for agent acts, and continuing effect until written notice of death, disability, incapacity, or revocation, governed by Massachusetts law.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/letter-of-authorization-authorization-to-fidelity-brokerage-services-llc-and-national-financial-services-llc/284008/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/letter-of-authorization-authorization-to-fidelity-brokerage-services-llc-and-national-financial-services-llc/284008.png","ImageObject",442,249,{"name":42,"@type":43},"Riley","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-19","2026-09-17",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",11,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What transfers does this authorization allow for Fidelity Charitable?","Question",{"text":63,"@type":64},"It authorizes the transfer of cash and securities from a non-retirement brokerage account held at Fidelity Brokerage Services LLC to Fidelity Charitable as a charitable contribution.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does Fidelity handle instructions submitted by Your Agent?",{"text":68,"@type":64},"Fidelity relies solely on Your Agent’s instructions for these transfers and generally does not confirm or monitor the Agent’s representations or compliance, though it may require direct instructions for transactions above certain dollar amounts.",{"name":70,"@type":61,"acceptedAnswer":71},"When does the authorization end, and how can it be revoked?",{"text":72,"@type":64},"It remains in force until Fidelity or Fidelity Charitable receives written notice of death, disability, or incapacity, or until revoked through written notice actually received by either party; revocation does not affect prior liability from transactions initiated before receipt.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},284008,1790695885,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,117,122],{"id":55,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":22,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":4},1374391975076,"https://ap-avatar.wpscdn.com/avatar/14000253ca4ec9f6853?x-image-process=image/resize,m_fixed,w_180,h_180&k=1783305029341752051","[Questions? Go to FidelityCharitable.org](Questions? Go to FidelityCharitable.org) or call 800-952-4438  \nLetter of Authorization  \nPlease review and sign this Letter of Authorization.  \nAuthorization to Fidelity Brokerage Services LLC (“FBS”) and National Financial Services, LLC (“NFS”)  \nBy granting this authorization, You (an account owner of a Fidelity® account) are 1) authorizing National Charitable Services LLC (“NCS”) to accept instructions from You and/or your authorized Interested Party/Agent/Advisor (“Your Agent”) on behalf of FBS to transfer cash and securities from  \nyour non-retirement brokerage account held at FBS to Fidelity Charitable®, as a charitable contribution. 2) You understand that NCS shall pass your instructions to FBS, and that FBS and NFS will act on such instructions as if it they received these instructions directly from you and without further confirmation with you. This authorization shall apply only to non-retirement Fidelity brokerage accounts on which you are registered as an owner (“Fidelity Account”) and, in the case of Your Agent, for which Your Agent has been authorized with full trading authority or asset movement authorization level 1 or 2. This authorization will only be relied upon when You or Your Agent provide contribution instructions to Fidelity Charitable® for it to provide to FBS. In addition, you authorize FBS and NFS to allow NCS access all of your Fidelity Accounts in connection with making charitable contributions to Fidelity Charitable. This authorization is subject to the terms and conditions described below. Please read these terms and conditions carefully and retain them for your records.  \nTerms and Conditions for instructions from your Agent  \nBy granting this authorization, You understand and agree that Fidelity Brokerage Services LLC, National Financial Services LLC, and National Charitable Services LLC (collectively hereinafter “Fidelity”), and Fidelity Investments® Charitable Gift Fund (“Fidelity Charitable”) will not undertake to confirm Your Agent’s representations or instructions or to monitor Your Agent’s compliance with your instructions to him or her and will rely solely upon the instructions of Your Agent for these transfers. You understand that You should carefully review your account documentation and monitor all activity in your Fidelity Account and your Giving Account® at Fidelity Charitable. Fidelity may require direct instructions from You on transactions over a certain dollar amount. Upon requests for any account-related activity in your Fidelity Account or your Giving Account® at Fidelity Charitable from Your Agent, Fidelity and/or Fidelity Charitable reserves the right, but is not obligated, to confirm with You any of your or Your Agent’s instructions prior to acting on them and to restrict or not accept requests for these transfers, at its/their own discretion. Your Agent is authorized to act for You and on your behalf in the same manner and with the same force and effect as You might or could do to the extent necessary or incidental to the furtherance or conduct of the Fidelity Account in accordance with this authorization or your separate standing instructions. You agree that Your Agent will not conduct activity in your Fidelity Account that exceeds its authority under this authorization or any other agreement governing your Fidelity Account(s) . This authorization shall be applicable to all assets You hold in your Fidelity Account(s) . No Fidelity entities are affiliated with Your Agent (excluding however, Strategic Advisers, Inc.) and have no relationship except as described in this authorization. Neither Fidelity nor Fidelity Charitable will have any duty to inquire into the authority of Your Agent to engage in particular transactions or to monitor the terms of any oral or written agreement between You and Your Agent. Your Agent is obligated to comply with, and make all disclosures as required by, all applicable state, federal, and industry sec","cbCaieWvJp38xKVb","https://ap.wps.com/l/cbCaieWvJp38xKVb","pdf",114704,"English","# Letter of Authorization\n## Authorization to Fidelity Brokerage Services LLC and National Financial Services, LLC\n## Terms and Conditions for instructions from your Agent\n## Other Terms and Terms and Conditions","[{\"question\":\"What transfers does this authorization allow for Fidelity Charitable?\",\"answer\":\"It authorizes the transfer of cash and securities from a non-retirement brokerage account held at Fidelity Brokerage Services LLC to Fidelity Charitable as a charitable contribution.\"},{\"question\":\"How does Fidelity handle instructions submitted by Your Agent?\",\"answer\":\"Fidelity relies solely on Your Agent’s instructions for these transfers and generally does not confirm or monitor the Agent’s representations or compliance, though it may require direct instructions for transactions above certain dollar amounts.\"},{\"question\":\"When does the authorization end, and how can it be revoked?\",\"answer\":\"It remains in force until Fidelity or Fidelity Charitable receives written notice of death, disability, or incapacity, or until revoked through written notice actually received by either party; revocation does not affect prior liability from transactions initiated before receipt.\"}]","Letter of Authorization - Authorization to Fidelity Brokerage Services LLC and National Financial Services, LLC | PDF",1789624761]