CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
About the Author
Hi, I’m Brad Tipton. As the owner of a legal services company and with
experience as a former negotiator for Wells Fargo, a licensed mortgage
broker, and the owner of a stock trading firm, I bring you insider
knowledge on debt removal, promissory notes, private administrative
processes, and CUSIP-related financial strategies.
The CUSIP Checklist 2025 is designed to give you straightforward
guidance that isn’t readily available elsewhere.
My goal is to empower you to manage debt more effectively and
navigate the complex world of finance with confidence.
Feel free to reach out with questions or feedback—I’m here to support
you on your journey to greater financial freedom!
All the Best to you on your journey to live free and empowered!
Brad Tipton
bradtipton@yahoo.com
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
The CUSIP Checklist for 2025
A Simple Step By Step Process To
find The Value Of Your CUSIP
by Brad Tipton
Introduction
Welcome to The CUSIP Checklist for 2025!
If you’re looking to gain more control over your financial
situation, this guide is for you.
My name is Brad Tipton, and my goal is to help you
understand the process of using your CUSIP number as a
potential tool to manage and even discharge certain types
of debt, including:
• Medical debt
• Student loan debt
• Mortgage debt
• Auto loan debt
• Personal and credit card debt
Let’s dive into the process, ensuring that you gain the
knowledge & confidence to find your CUSIP value.
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
Chapter 1: Getting Started with CUSIP and
Fidelity
The CUSIP (Committee on Uniform Securities
Identification Procedures) number is often associated with
financial assets .
In some cases, this number can help identify and locate
assets connected to your birth certificate , potentially
enabling you to address debt tied to it.
Here’s how to start:
1. Create a Fidelity Account
o Go to Fidelity.com.
o If you already have an account, log in. If not,
click “Open an Account.” It’s free and takes less
than three minutes . A basic account allows
you to access information about assets tied to
CUSIP numbers.
2. Navigating the Fidelity Interface
o After logging in, look for the “News and
Research” section at the top of the page. Hover
over it, and a drop-down menu will appear.
o From the drop-down menu, select “Quotes.”
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
Chapter 2: Entering Your Birth Certificate
Number
This part is crucial because the accuracy of the Birth
Certificate number you enter can make a big difference in
your final results.
Here’s how to enter it correctly:
1. Locate Your Birth Certificate Number
o You can find this number on your birth
certificate. It usually has a mix of digits, but
make sure it’s exactly 10 digits long.
o If your birth certificate number has fewer than 10
digits, add zeros at the beginning.
If it has more than 10 digits, remove extra digits
from the end.
2. Enter the Number on Fidelity
o On the “Research & Quotes” section on Fidelity,
Enter the 10-digit number from your birth
certificate and hit “Enter”.
o If it doesn’t work, try adding spaces between the
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
digits or removing them to match the required
format.
Chapter 3: Understanding Your Fund Summary
Once you’ve entered your Birth Certificate number and
“Enter”, you’ll be directed to a summary page that
provides important information about any funds
connected to your birth certificate.
Here’s what to look for:
1. Fund Symbol
o On the left side of the fund summary
information, you’ll see a fund symbol associated
with the fund containing your birth certificate. It
may say something like FSTLM for example.
Write it down—you’ll need it later.
2. Fund Information
o Now copy and paste the following link into you
browser and click “Enter”:
https://institutional.fidelity.com/app/tabbed/dailypricing/FIIS_PP_SP34_DPL6.ht
ml?tab=dailypricing&productLineId=6&navId=324&assetClassID=0&asOf=Mon
th&pos=L&redirectToPersisted=F
o You will land on the Fidelity “Search for a Fund”
screen.
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
o In the search box type in the fund symbol you wrote
down earlier and hit “Enter”.
Chapter 4: Verifying and Using Your CUSIP
Number
Now you will land on a screen that has a little image that
says, “Fund”.
Click directly on the little image that says “Fund” and
you’ll land on a page that has all the information that’s
associated with the fund that contains your birth
certificate. :
1. Fund Value
o The fund’s value is shown on the left side of the
page, often represented in millions (e.g., 38.20,
which typically represents $38.20 million
dollars).
2. Fund Basics
o The funds CUSIP number is shown on the right
side of the fund information.
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
Chapter 5: Next Steps and Additional Resources
If you’ve followed this checklist, you should now have a
clear view of any fund associated with your birth
certificate and its corresponding CUSIP number.
While the process may seem technical, this information
can provide valuable insight into potential financial
resources linked to your birth certificate.
For questions or guidance on using your CUSIP number
effectively, feel free to reach out to me:
• Email: bradtipton@yahoo.com
Thank you for reading The CUSIP Checklist for 2025. I
hope this guide has been helpful in supporting your
journey toward better financial control.
Remember: The CUSIP Checklist is a resource, not
financial advice .
IF YOU’RE NOT SURE HOW TO USE YOUR CUSIP AND THE VALUE OF
YOUR BIRTH CERTIFICATE TO DISCHARGE DEBT, JUST EMAIL ME AND
I’M HAPPY TO WALK YOU THROUGH THE PROCESS.
Many Thanks and all the best to you on your journey
Brad Tipton
bradtipton@yahoo.com
CUSIP Checklist By Brad Tipton
Questions? Contact brad at: bradtipton@yahoo.com
