Pooled Income Fund Disclosure Statement and Declaration of Trust (PDF) Important information associated with setting up a Pooled Income Fund account

Download a Pooled Income Fund Gift Agreement and Beneficiary Designation Form (PDF) Download and print an application, which contains the Gift Agreement and Beneficiary Designation. Complete and sign it and fax or mail it.

Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity.

Letter of Authorization (PDF) for Fidelity Brokerage Customers

Complete the one-time Letter of Authorization to make contributions from your non-retirement Fidelity brokerage account to the Pooled Income Fund. You can print the attached form, complete and sign it, then fax or mail it.

Pooled Income Fund Additional Gift Agreement Form (PDF) Download and print the form. Complete and sign it and fax or mail it.

Complete the attached Letter of Instruction to contribute mutual funds and securities held at firms other than Fidelity.

Pooled Income Fund Income Beneficiary Direct Deposit and Change Form (PDF)This form allows the income beneficiary to have quarterly payments deposited directly into their bank account, or to update mailing addresses. Download and print the form. Complete and sign it and fax or mail it.

Pooled Income Fund Change Form (PDF)This form allows you to make changes to the personal information associated with the Pooled Income Fund, including changing beneficiaries. Download and print the form. Complete and sign it and fax or mail it.