Edit, Download, and Sign the Fidelity Name Discrepancy Notification Form
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How do I fill this out?
To fill out this form, ensure you have all necessary personal information ready. Use capital letters and black ink when completing the form. Carefully follow the instructions for each section.
How to fill out the Fidelity Name Discrepancy Notification Form?
1
Gather your government-issued ID and any legal documents needed for name changes.
2
Complete the personal information section with your full name and Social Security Number.
3
Review the form for accuracy before signing and dating it.
4
Attach any required documents such as marriage certificates or divorce decrees.
5
Submit the completed form to Fidelity via the specified mailing address.
Who needs the Fidelity Name Discrepancy Notification Form?
1
Individuals changing their name due to marriage or divorce.
2
Clients transferring assets to Fidelity requiring name verification.
3
Account holders who need to correct name discrepancies for compliance.
4
Beneficiaries needing to confirm their name on Fidelity accounts.
5
Employees with employer-sponsored accounts seeking name changes.
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What are the instructions for submitting this form?
To submit the form, send it via regular mail to Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0002. For faster processing, you can opt for overnight mail to Fidelity Investments, 100 Crosby Parkway KC1K, Covington, KY 41015. Ensure all necessary documents are included and keep a copy of the form for your records.
What are the important dates for this form in 2024 and 2025?
Important dates for this form, such as submission deadlines, will vary based on individual situations. Keeping track of these dates ensures timely filing and compliance. Always refer to Fidelity's guidelines for the most current information.
What is the purpose of this form?
This form serves to rectify discrepancies in names found on Fidelity accounts and ensure effective communication during asset transfers. It is used to match names accurately for compliance and reporting. Proper submission of this form prevents delays in account processing and transactions.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owner: Full name as per government-issued ID.
- 2. Social Security Number: Required for identity verification.
- 3. Signature: Mandatory for authorizing the form.
- 4. Date: Date of signing the form.
- 5. Required Documents: Legal documents in the case of name changes.
What happens if I fail to submit this form?
Failing to submit this form can result in delays in processing your account changes. Inaccuracy in the provided information may lead to complications during asset transfers. It’s crucial to ensure that the form is completed and submitted correctly to avoid any issues.
- Delay in Processing: Incorrect or missing information can slow down your request.
- Potential Account Issues: Failure to resolve discrepancies may lead to access issues with your account.
- Compliance Risks: Inaccuracies can raise compliance concerns with regulatory bodies.
How do I know when to use this form?
- 1. Name Change: Use this form to update your name following marriage or divorce.
- 2. Account Transfer: Required when transferring assets to ensure name accuracy.
- 3. Correcting Discrepancies: Necessary for resolving any errors in name records.
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How do I send the completed form?
You can download the filled form and send it via mail or upload it as per Fidelity's submission instructions.
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