WebFeb 22, 2016 · Federal Transfer Certificate (FORM 5173) If the deceased’s assets in the USA exceeded a value of US$60,000 as at the date of the death, then the company registrars will probably ask for the Federal Transfer Certificate which involves filing Form 706-NA and other documents with the US IRS. WebAdd, remove, or update beneficiary information for Fidelity retirement, HSA, and term life accounts. Change address Update the legal or mailing address for an owner or authorized individual on an account. Change of registration Change the ownership or registration on your Fidelity nonretirement accounts. Transaction forms Link a bank account
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