How to Set Up a Power of Attorney - Fidelity

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How to Set Up a Power of Attorney

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. . Annuity customers, please use instead. Please wait while Fidelity's Virtual Assistant loads.

Questions

NotaryCam is one option to help you access notary services online. * Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 341135.20.0

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Annuity POA Forms

form Brighthouse Growth and IncomeSM or MetLife Growth and Income SM customers (contracts starting with #83) complete the form MetLife Growth and IncomeSM Annuity customers (contracts starting with #81) complete the form If you do not have a POA document, please send us: A completed form New York residents complete a form

POA Forms

form If you do not have a POA document, please send us: A completed form New York residents complete a form