Forms Library

Please note that we need original signatures for all of the following forms. You may expedite your request by faxing the signed form to us at (205) 298-8470, but please mail the original form to our office at your earliest convenience.

I. ADDRESS CHANGE

You may use this form to change your address of record for all of your Fidelity accounts held with Clark Financial Advisors. Please be sure to list all Fidelity account numbers, sign this form and mail it to our office.
⇒ Address Change Form

II. EFT/WIRE TRANSFER

Please use this form if you would like to wire money to or from your Fidelity account.
Please FAX this form to our office AND MAIL the original to us for our records.
⇒ EFT/Wire Transfer Form
If you are unsure if you have instructions already on file with Fidelity Investments, please call our office.

III. EDUCATION FUNDING

Please complete this form and mail it to our office if you would like for us to determine or update your children or grandchildren's college education funding requirements.
⇒ Education Funding Form

IV. RETIREMENT PLANNING

Please complete this form and mail it to our office if you would like for us to make or update your retirement income goals to make sure you are saving enough today to fund your retirement needs.
⇒ Retirement Planning Form

V. CHECK WRITING FORM

If you would like to have check writing privileges on your brokerage account at Fidelity, please complete the attached form and return it to our office.
⇒ Check Writing Form

VI. STATEMENT HOUSEKEEPING FORM

If you would like to receive all of your Fidelity statements in one envelope each month, please complete the attached form and return it to our office.
⇒ Statement Housekeeping Form

VII. QUARTERLY CONFIRMATIONS REQUEST

If you would like to reduce the amount of “mail” you get on an ongoing basis from Fidelity in regard to trade confirmations, please fill out the attached form and return it to our office to receive quarterly confirmations.
⇒ Quarterly Confirmations Request