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1.791053.110 018940601 1. Trust Information ALL fields are required. Provide the tax reporting number for the trust. A decedent’s SSN cannot be used as the tax reporting number. Trust Account Number Trust Name Enter full trust name as evidenced by the trust document. Trust Social Security or Tax ID Number SSN OR TIN Date of Trust MM DD YYYY 2. Add or Remove Trustee(s) Complete the information below for each trustee to be added or removed from the account. If there is more than one trustee resigning, make one or more copies of this section and have all resigning trustees complete and sign this section. All remaining and new trustees, grantors, and any others with the authority to appoint/remove trustees and/or revoke/amend the trust must provide their information in Sections 3 and 4, as applicable, and all trustees must sign in Section 6. Naming a successor trustee(s) I (We) Name(s) of Successor Trustee(s) certify that I am (we are) the successor trustee(s) of the above-named trust in accordance with the terms of the trust instrument. Adding a co-trustee(s) I (We) Name(s) of Co-trustee(s) certify that I am (we are) the co-trustee(s) of the above-named trust in accordance with the terms of the trust instrument. Questions? Go to Fidelity.com or call 800-343-3548. Add or Remove Trustee(s) continues on next page. Trustee Certification — Adding or Removing Trustees Use this form to add or remove a trustee(s) on your Fidelity Brokerage or Mutual Fund Only Trust, Fidelity ® Cash Management Trust, Trust 529 Plan, or Investment-Only account. Do NOT use this form if the trust’s Taxpayer ID number (TIN or SSN) is changing. Instead, complete a Change of Account Registration form (brokerage), a Change of Account Ownership form (mutual fund), or a Fidelity Trust Account Application. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page. Helpful to Know To add or remove a trustee on an existing account, ALL remaining trustees MUST complete Sections 3 and 4, as applicable, and sign in Section 6. • If the existing account has margin trading, options trading, and/or account authority, new forms must be completed to maintain the features on the account. Visit Fidelity.com to obtain the necessary forms. • If you have the ability to write a check on this account (even if you have never written one), you must also complete a new Checkwriting form to add or remove a trustee on the associated signature card. • If debit card(s) have been issued to the trustee(s) of an account and one or more of them are subsequently removed from the account, their debit card(s) will be deactivated. If all trustees share the same debit card number, all trustees’ debit cards will be deactivated and new debit card(s) issued to the remaining trustee(s). • If you are establishing a NEW Trust 529 Plan Account, a 529 Plan Account Application MUST accompany this form. Additional Documentation Requirements – Fidelity Certification of Trust form 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. – If your account is an Investment-Only account (also known as a Non-Prototype account), you are required to provide a copy of the pages of the plan or trust document that includes the full name of the plan or trust, plan or trust date, name(s) of the updated or successor trustee(s) that match the trustee(s) listed in this form, and all signatures. Do not include the Fidelity Certification of Trust form, or the entire trust or plan document. – Any other required documents as indicated in the appropriate sections of this form (if applicable). Page 1 of 7

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Page 1: Go to or call 800-343-3548. Trustee ... · PDF fileTrustee Certification — Adding or Removing Trustees ... 1. Trust Information ... provide the company’s name and address below

1.791053.110 018940601

1. Trust Information ALL fields are required.

Provide the tax reporting

number for the trust. A decedent’s SSN cannot

be used as the tax reporting number.

Trust Account Number

Trust Name Enter full trust name as evidenced by the trust document.

Trust Social Security or Tax ID Number

SSN OR TINDate of Trust MM DD YYYY

2. Add or Remove Trustee(s)Complete the information below for each trustee to be added or removed from the account. If there is more than one trustee resigning, make one or more copies of this section and have all resigning trustees complete and sign this section. All remaining and new trustees, grantors, and any others with the authority to appoint/remove trustees and/or revoke/amend the trust must provide their information in Sections 3 and 4, as applicable, and all trustees must sign in Section 6.

Naming a successor trustee(s)

I (We)

Name(s) of Successor Trustee(s)

certify that I am (we are) the successor trustee(s) of the above-named trust in accordance with the terms of the trust instrument.

Adding a co-trustee(s)

I (We)

Name(s) of Co-trustee(s)

certify that I am (we are) the co-trustee(s) of the above-named trust in accordance with the terms of the trust instrument.

Questions? Go to Fidelity.com or call 800-343-3548.

Add or Remove Trustee(s) continues on next page.

Trustee Certification — Adding or Removing TrusteesUse this form to add or remove a trustee(s) on your Fidelity Brokerage or Mutual Fund Only Trust, Fidelity® Cash Management Trust, Trust 529 Plan, or Investment-Only account. Do NOT use this form if the trust’s Taxpayer ID number (TIN or SSN) is changing. Instead, complete a Change of Account Registration form (brokerage), a Change of Account Ownership form (mutual fund), or a Fidelity Trust Account Application. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page.

Helpful to Know • To add or remove a trustee on an existing account, ALL

remaining trustees MUST complete Sections 3 and 4, as applicable, and sign in Section 6.

• If the existing account has margin trading, options trading, and/or account authority, new forms must be completed to maintain the features on the account. Visit Fidelity.com to obtain the necessary forms.

• If you have the ability to write a check on this account (even if you have never written one), you must also complete a new Checkwriting form to add or remove a trustee on the associated signature card.

• If debit card(s) have been issued to the trustee(s) of an account and one or more of them are subsequently removed from the account, their debit card(s) will be deactivated. If all trustees share the same debit card number, all trustees’ debit cards will be deactivated and new debit card(s) issued to the remaining trustee(s).

• If you are establishing a NEW Trust 529 Plan Account, a 529 Plan Account Application MUST accompany this form.

Additional Documentation Requirements– Fidelity Certification of Trust form – 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.

– If your account is an Investment-Only account (also known as a Non-Prototype account), you are required to provide a copy of the pages of the plan or trust document that includes the full name of the plan or trust, plan or trust date, name(s) of the updated or successor trustee(s) that match the trustee(s) listed in this form, and all signatures. Do not include the Fidelity Certification of Trust form, or the entire trust or plan document.

– Any other required documents as indicated in the appropriate sections of this form (if applicable).

Page 1 of 7

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1.791053.110 018940602

Removing/Replacing a trustee

Name of Trustee

Reason: Death of trustee. Include a copy of the death certificate and a state tax waiver, if required by the decedent’s state of residence.

Incapacitation of trustee. Include copies of the pages from the trust that govern the appointment of a successor trustee, along with a letter signed by the attending physician on the physician’s letterhead and dated within the past 90 days, which indicates a state of permanent mental incapacitation. Please do not send a copy of the whole trust. If the trust or plan has more stringent requirements for incapacitation, provide additional documentation as required to satisfy those requirements.

Resignation of trustee. Resigning trustee must sign below. Court order. Include a certified copy of the court order.

Other

Indicate Reason

Resigning Trustee Signature

By signing below, the undersigned hereby certifies that he or she is resigning as trustee of the above-named trust.

A Medallion signature guarantee is required if the value of the account is over $100,000.

If the form is completed at a Fidelity Investor Center with all signers present, the Medallion signature guarantee is not required. You can get a Medallion signature guarantee from most banks, credit unions, and other financial institutions. A notary seal/stamp is NOT a signature guarantee.

PRINT RESIGNING TRUSTEE NAME

RESIGNING TRUSTEE SIGNATURE

SIG

N XTODAY’S DATE MM-DD-YYYY

DA

TE X

MEDALLION SIGNATURE GUARANTEE

3. Primary Trustee InformationProvide the following information for the primary trustee. To provide information for any additional trustee(s), grantor(s), or any others with the authority to appoint/remove trustees and/or revoke/amend the trust remaining on the account OR being added to the account, you can do so in Section 4 and have all trustees sign in Section 6. Do not make copies of Section 3 for additional individuals.

Enter full first and last name as evidenced by a government-issued,

unexpired document (e.g., driver’s license, passport,

permanent resident card).

Trustee only Trustee and grantor

Authority to appoint/remove trustees Authority to revoke/amend the trust.

Trustee is an entity If the trustee is an entity, check the box, enter full entity name as evidenced by the relevant formation document (e.g., trust document, partnership agreement, corporate resolution), and a completed Fidelity Trustee Certification, Partnership Agreement, or Corporate Resolution form, as applicable, is required. All required forms and supporting documentation must be provided at the time this form is submitted, or we will be unable to process this request.

First Name Middle Name Last Name

Entity Name

Date of Birth MM DD YYYY Email

Social Security or Taxpayer ID Number Daytime Phone Extension

Required. Check ALL that apply.

2. Add or Remove Trustee(s), continued

Primary Trustee Information continues on next page.

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1.791053.110 018940603

Residential Address (where you live) This is your legal address used for tax reporting.

Note: This address will also be used to update

the trust’s permanent address.

Street Address

City State ZIP Code

Mailing Address Including P.O. box, drop box, or c/o location.

Note: This address will also be used to update

the trust’s mailing address.

Same as residential address Default if no other information is indicated below.

Mailing Address

City State ZIP Code

Citizenship

U.S. citizen

Foreign citizen Information in this box must be completed.

Permanent U.S. resident Non-permanent U.S. resident Nonresident of U.S.Country of Citizenship Country of Tax Residency Only applicable to nonresidents of the U.S.

City, State/Province, and Country of Birth

Passport

DHS Permanent Resident Card

Employment Authorization Document

Foreign National Identity Document

Income Source

Employed Self-employed Occupation Employer Leave blank if self-employed.

Employer Address

City State/Province ZIP/Postal Code Country

Retired Not employed Source of Income Pension, investments, spouse, etc.

Indicate your citizenship status.

Check one and attach a copy of a valid and

unexpired government ID showing number and photo.

Check one and provide information.

Industry regulations require us to ask for

this information.

3. Primary Trustee Information, continued

Primary Trustee Information continues on next page.

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1.791053.110 018940604

Associations

If you are employed by or associated with a broker-dealer, stock exchange, exchange member firm, the Financial Industry Regulatory Authority (FINRA), a municipal securities dealer, or other financial institution, or are the spouse or an immediate family member residing in the same household of someone who meets the aforementioned employ-ment criteria, provide the company’s name and address below. By providing this information and completing this form, you hereby authorize Fidelity to provide the associated person’s employer with duplicate copies of confirmations and statements, or the transactions data contained therein, for your account(s) and any accounts you choose to have on a consolidated statement for purposes of their compliance review.

Company Name

Company Address

City State/Province ZIP/Postal Code Country

If you are, or an immediate family/household member is, a director, corporate officer, or 10% shareholder of a publicly held company, or a control person of a publicly traded company under SEC Rule 144, you must provide the information below.Company Name Trading Symbol or CUSIP

4. Additional Individual Information Provide the following information for each additional trustee, grantor, and any others with the authority to appoint/remove trustees and/or revoke/amend the trust remaining on the account OR being added to the account. If there are more than two individuals, make a copy of Section 4 and have all trustees sign in Section 6.

Enter full first and last name as evidenced by a government-issued,

unexpired document (e.g., driver’s license, passport,

permanent resident card).

Trustee only Trustee and grantor

Grantor only* DECEASED Grantor* Provide ONLY full

legal name

Authority to appoint/remove trustees* Authority to revoke/amend the trust*

Trustee is an entity If the trustee is an entity, check the box, enter full entity name as evidenced by the relevant formation document (e.g., trust document, partnership agreement, corporate resolution), and a completed Fidelity Trustee Certification, Partnership Agreement, or Corporate Resolution form, as applicable, is required. All required forms and supporting documentation must be provided at the time this form is submitted, or we will be unable to process this request.

* These individuals will be listed as Beneficial Owners and will not have any authority or be able to take any action on this account or receive any account documentation, unless they are also trustees or granted account authority. If the Beneficial Owner is an Entity, a separate Beneficial Ownership for Trusts form, or Beneficial Ownership – Control Person/Entity Owner for Entities form, as applicable, must be attached.

First Name Middle Name Last Name

Entity Name

Date of Birth MM DD YYYY Email

Social Security or Taxpayer ID Number Daytime Phone Extension

Residential Address (where you live) This is your legal address used for tax reporting.

Street Address

City State ZIP Code

As a person associated with a member firm, you are obligated to receive consent from that firm.

Fidelity has existing consent agreements

with many firms for their employees to

maintain accounts with Fidelity and to deliver

transactional data. If your firm is not one

of them, Fidelity will attempt to contact your firm’s compliance office.

Required. Check ALL that apply.

3. Primary Trustee Information, continued

Additional Individual Information continues on next page.

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1.791053.110 018940605

4. Additional Individual Information, continued

Mailing Address Including P.O. box, drop box, or c/o location.

Same as residential address Default if no other information is indicated below.

Mailing Address

City State ZIP Code

Citizenship

U.S. citizen

Foreign citizen Information in this box must be completed.

Permanent U.S. resident Non-permanent U.S. resident Nonresident of U.S.Country of Citizenship Country of Tax Residency Only applicable to nonresidents of the U.S.

City, State/Province, and Country of Birth

Passport

DHS Permanent Resident Card

Employment Authorization Document

Foreign National Identity Document

Income Source Required ONLY for trustees.

Employed Self-employed Occupation Employer Leave blank if self-employed.

Employer Address

City State/Province ZIP/Postal Code Country

Retired Not employed Source of Income Pension, investments, spouse, etc.

Associations Required ONLY for trustees.

If you are employed by or associated with a broker-dealer, stock exchange, exchange member firm, the Financial Industry Regulatory Authority (FINRA), a municipal securities dealer, or other financial institution, or are the spouse or an immediate family member residing in the same household of someone who meets the aforementioned employ-ment criteria, provide the company’s name and address below. By providing this information and completing this form, you hereby authorize Fidelity to provide the associated person’s employer with duplicate copies of confirmations and statements, or the transactions data contained therein, for your account(s) and any accounts you choose to have on a consolidated statement for purposes of their compliance review.

Company Name

Company Address

City State/Province ZIP/Postal Code Country

If you are, or an immediate family/household member is, a director, corporate officer, or 10% shareholder of a publicly held company, or a control person of a publicly traded company under SEC Rule 144, you must provide the information below.Company Name Trading Symbol or CUSIP

Indicate your citizenship status.

Check one and attach a copy of a valid and

unexpired government ID showing number and photo.

Check one and provide information.

Industry regulations require us to ask for

this information.

As a person associated with a member firm, you are obligated to receive consent from that firm.

Fidelity has existing consent agreements

with many firms for their employees to

maintain accounts with Fidelity and to deliver

transactional data. If your firm is not one

of them, Fidelity will attempt to contact your firm’s compliance office.

Form continues on next page.

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1.791053.110

5. Online Account Documentation DeliveryIf EACH trustee provided an email address in Sections 3 and 4 above, and unless you indicate otherwise below, all materials will be sent to you electronically. To confirm electronic delivery, ALL trustees must respond to the Electronic Delivery Agreement and Consent, which we will email to you. Please note, all trustees must enroll and consent in order to initiate electronic delivery.

I choose to receive the following by U.S. mail:

Account statements

Other documents (including shareholder reports and regular prospectus mailings)

Trade confirmations and related prospectuses

Tax forms and related disclosures

6. Trustee Certifications and SignaturesIn the section below, “Fidelity,” “us,” and “we” refer to Fidelity Brokerage Services LLC; National Financial Services LLC; Fidelity Service Company, Inc.; Fidelity Management Trust Company; Fidelity Distributors Corporation, and their affiliates; and their respective employees, agents, representatives, shareholders, successors, and assigns as the context may require; “you” refers to the undersigned trustee(s). By signing below, you:• Certify as Trustee that:

– Every trustee has signed below (or you are the sole trustee, if applicable) and is authorized to make these statements.

– The trust has not been revoked, modified, or amended in any manner that would cause the statements contained in this trust certification to be incorrect.

– The trust exists under applicable state laws. – You have the authority under the trust and

applicable law to enter into transactions, delegate trading authorization to the other authorized individuals, issue instructions on this account for, and at the risk of, the trust, and agree that all transactions and instructions will be in full compliance with the trust. You understand that all such transactions and instructions will be governed by the terms and conditions of all other agreements applicable to this account.

– You will inform Fidelity, in writing, of any change in the composition of the trustees, or any other event that could alter the certifications made above.

– The certifications, authorizations, and appointments in this form will continue until we receive written notice of any changes in sufficient time to provide us a reasonable

opportunity to act. Any revocation shall not affect any instruction or transaction initiated before its receipt.

– You authorize us to accept orders and other instructions for this account from any trustee and/or any other authorized individual or entity. This includes the authority to deliver any or all assets in the account to any trustee (personally or otherwise) or according to any trustee’s instructions. We, at our option and for our protection, may require approval of other trustees before acting on any such order or instruction.

– We are not responsible for any claim, loss, expense, or other liability for acting upon any instructions given by the trustees and/or implementing any transactions.

• Represent and warrant that if you have not completed the section titled Associations, you are not associated with or employed by a stock exchange or a broker-dealer and that you are not a control person or associate of a public company under SEC Rule 144 (such as a director, 10% shareholder, or a policy making officer), or an immediate family or household member of such a person.

• Certify that all information provided in this form is true, accurate, and complete.

• Agree to jointly and severally indemnify Fidelity and hold Fidelity harmless from any claim, loss, expense, or other liability for acting pursuant to the instructions given by the trustees. The trustees further agree not to give any instructions for which they are not in full compliance with the Trust.

• Acknowledge that we may verify all information provided in connection with this form and account, and may obtain credit or other financial responsibility reports with respect to the trust, the trustees, and any authorized individuals; and you have the express consent of all individuals who may be the subject of these reports. If requested in writing, we will provide the name and address of the credit reporting agency used.

For Trust 529 Plan Accounts:• Certify every trustee has the power to change

the Beneficiary on the 529 College Savings Plan account.

For Fidelity® Cash Management Trust Accounts:• Agree to inform Fidelity in writing if

any change in the composition of the beneficiaries would alter the certifications made herein or otherwise cause any person or entity other than natural persons to become a beneficiary.

Check only those items you do NOT want to

receive electronically.

018940606

Trustee Certifications and Signatures continues on next page.

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1.791053.110 018940607

To help the government fight financial crimes, federal regulation requires Fidelity to obtain and verify your name, date of birth, address, and a government-issued ID number before opening your account, and to verify the information. In certain circumstances, Fidelity may obtain and verify comparable information for any person authorized to make transactions in an account. Also, federal regulation requires Fidelity to obtain and verify the beneficial owners and control persons of legal entity customers. Requiring the disclosure of key individuals who own or control a legal entity helps law enforcement investigate and prosecute crimes. Your account may be restricted or closed if Fidelity cannot obtain and verify this information. Fidelity will not be responsible for any losses or damages (including, but not limited to, lost opportunities) that may result if your account is restricted or closed.

A Medallion signature guarantee is required:• for the successor trustee if you are removing a trustee and the value of the trust is more than $100,000.• for the current trustee(s) if you are adding a co-trustee and the value of the trust is more than $100,000.

If the form is completed at a Fidelity Investor Center with all signers present, the Medallion signature guarantee is not required. You can get a Medallion signature guarantee from most banks, credit unions, and other financial institutions. A notary seal/stamp is NOT a signature guarantee.

ALL remaining and new trustees must sign. If there are more than two trustees, make a copy of this page.

PRINT TRUSTEE NAME

TRUSTEE SIGNATURE

SIG

N XTODAY’S DATE MM-DD-YYYY

DA

TE X

MEDALLION SIGNATURE GUARANTEE

PRINT ADDITIONAL TRUSTEE NAME

ADDITIONAL TRUSTEE SIGNATURE

SIG

N XTODAY’S DATE MM-DD-YYYY

DA

TE X

MEDALLION SIGNATURE GUARANTEE

6. Trustee Certifications and Signatures, continued

On this form, “Fidelity” means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. All trademarks and service marks indicated herein are the property of their respective owners. 404060.10.0 (03/18)

Did you sign the form and attach any necessary documents? Send the ENTIRE form and any attachments to Fidelity Investments. You will receive a “Revised Account Profile.”

Questions? Go to Fidelity.com or call 800-343-3548.

Use the postage-paid envelope, drop off at a Fidelity Investor Center, OR deliver to:Regular mail

Fidelity Investments P.O. Box 770001 Cincinnati, OH 45277-0039

Overnight mail

Fidelity Investments 100 Crosby Parkway KC1C Covington, KY 41015

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