Fidelity Name Change Authorization Form Instructions
This form allows individuals to notify Fidelity of a legal name change due to marriage, divorce, or other reasons. Proper documentation must accompany this form for it to be processed. Ensuring accuracy and completion of the form is crucial for maintaining your Fidelity accounts.
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How do I fill this out?
Filling out the Fidelity Name Change Authorization Form requires attention to detail and proper documentation. Begin by entering your former and new name along with verifying information like email and phone number. Ensure all required documents are attached for a smooth processing experience.
How to fill out the Fidelity Name Change Authorization Form Instructions?
1
Obtain and complete the Fidelity Name Change Authorization Form.
2
Provide a photocopy of the legal documentation supporting your name change.
3
Fill in your details including former name, new name, and contact information.
4
Sign the form with your new name and date of signing.
5
Submit the completed form along with any necessary documents.
Who needs the Fidelity Name Change Authorization Form Instructions?
1
Individuals who have legally changed their name due to marriage.
2
Clients who have undergone a divorce and wish to update their financial accounts.
3
Anyone who has received a court order for a name change.
4
Fidelity account holders needing to reflect their name change in their financial records.
5
Authorized representatives managing accounts on behalf of clients.
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1
Access the Fidelity Name Change Authorization PDF on PrintFriendly.
2
Click on the edit option to open the PDF in the editor.
3
Make necessary changes to your information accurately.
4
Review the edited document for any additional adjustments required.
5
Download the final version and submit as instructed.
What are the instructions for submitting this form?
To submit the Fidelity Name Change Authorization Form, you have several options. You can upload the completed form through the Fidelity website or send it via fax at 888-321-7349. If you prefer mail, send it to Fidelity Investments Institutional Operations Company LLC, P.O. Box 770002, Cincinnati, OH 45277-0082. Be sure to include all necessary documents to avoid delays.
What are the important dates for this form in 2024 and 2025?
No specific important dates are mentioned for submitting this form, but it is advisable to complete it as soon as possible after a name change to prevent delays in updating your account information.
What is the purpose of this form?
The purpose of the Fidelity Name Change Authorization Form is to officially notify Fidelity of a legal name change. This ensures that your records are current and accurate, preventing any potential financial discrepancies. It also simplifies future transactions by ensuring that your new name is reflected across all Fidelity accounts.
Tell me about this form and its components and fields line-by-line.
- 1. Former First Name: The name you were using before the change.
- 2. New First Name: The name you wish to update to.
- 3. Email Address: Required for electronic communication regarding your account.
- 4. Mobile Phone Number: Needed to verify your identity for account transactions.
- 5. Reason for Name Change: A brief explanation of why your name is changing.
What happens if I fail to submit this form?
Failing to submit this form can lead to discrepancies in your account information, which may cause issues when executing transactions. It's important to ensure all fields are filled accurately and documentation is provided. Without a proper submission, your accounts may remain under your old name, complicating future access.
- Account Access Issues: You may face difficulties accessing your account if your name isn't updated.
- Transaction Delays: Pending transactions may be stalled while your name change isn't processed.
- Legal Complications: Having outdated information may lead to complications in legal situations.
How do I know when to use this form?
- 1. Marriage Name Change: If you change your last name after marriage, you need to file this form.
- 2. Divorce Name Change: This form is necessary if you revert to a previous name post-divorce.
- 3. Court Ordered Name Change: Use this document for any legally sanctioned name changes.
Frequently Asked Questions
How do I edit the Fidelity Name Change Form?
Simply open the PDF in PrintFriendly, click on the edit option, and make the necessary changes.
Can I save my changes to the PDF?
Yes, you can download the edited PDF after making your changes.
What if I don't have my legal documents?
You may still proceed with a notary stamp or seal as an alternative until you obtain your legal documents.
How do I submit the form?
You can submit the form via upload online, fax, or mailing it to Fidelity.
Is there a fee for using PrintFriendly to edit this form?
No, using PrintFriendly to edit your PDF is free.
Where can I find the signature option?
The signature tool is available within the PrintFriendly PDF editor.
Are there instructions for the submission process?
Yes, clear instructions for submission are provided along with the form.
Can I share the edited PDF with someone else?
Absolutely, you can easily share the edited PDF through various channels.
What should I do if I make a mistake while editing?
You can easily revert changes in the editor or start over with a fresh copy.
What happens after I submit the form?
Fidelity will process your name change request and update your account accordingly.
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