Use the paper form, name the trust exactly as it is specified in the will with no extraneous information (e.g., "as per my will"), and leave the date blank.
https://www.fidelity.com/bin-public/060 ... ra-hsa.pdf
https://www.fidelity.com/bin-public/060 ... ra-hsa.pdf
Statistics: Posted by toddthebod — Mon Sep 02, 2024 8:39 pm — Replies 1 — Views 54