Fidelity Investments Data Breach Settlement

What the form asks

• Login ID and PIN — The Unique ID and PIN from the notice Fidelity sent you. These two fields unlock the online form. (Printed on the notice Fidelity mailed to you. Lost it? Email info@FidelityDataSettlement.com with your full name and mailing address and they'll send your credentials.)
• Benefit Selection — Documented Monetary Losses — The total amount of out-of-pocket losses you're claiming, up to $5,000, tied to the breach. Upload or attach your supporting documents when you select this benefit. (Pull together receipts and bank statements for any costs from the breach — identity theft losses, credit monitoring fees you paid, credit freeze fees, ID replacement, postage to contact banks, or gas to drive to a bank to fix fraud.)
• Benefit Selection — Pro Rata Cash Payment — Select this benefit. No proof or explanation needed. (Open to every class member. The expected amount is $100, though it'll shift up or down based on how many people file.)
• Benefit Selection — CCPA Payment (California residents only) — Select the CCPA payment if you live in California. No proof needed. (Available to California residents only. The listed amount is $50, but it can change based on how many California residents file.)

Documents you'll need

• Bank statements or receipts for documented monetary losses (up-to-$5,000 track only)

Watch out for

• Attorneys' fees, plaintiff service awards, and admin costs all come out of the $2,500,000 Settlement Fund before member payments are made. What's left gets divided among valid claims.
• If you shared a joint account with someone and that account was compromised, only one claim is allowed for it — not one per person.
• Your own written notes can back up your receipts, but they can't substitute for them. Third-party proof (statements, receipts) is required for the documented loss track.
• Out-of-pocket losses must have happened between August 17, 2024 and July 27, 2026 and must not have already been covered by insurance or another third party.
• The final cash payment and CCPA payment amounts depend on how many people file. The $100 and $50 figures are estimates, not guarantees.