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What is Fidelity Name Change
The Fidelity Name Change Form is a personal affidavit used by account owners to officially notify Fidelity of a change in their name.
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Who needs Fidelity Name Change?
Explore how professionals across industries use pdfFiller.
Fidelity Name Change is needed by:
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Individuals who have recently changed their name due to marriage or divorce.
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Account holders wishing to correct a misspelling of their name.
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Clients who have legally changed their name and need to update their Fidelity account.
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Existing Fidelity customers needing to keep account information current.
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Estate executors updating account owners' names after a death.
How to fill out the Fidelity Name Change
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1.To begin, access the Fidelity Name Change Form on pdfFiller by searching for the form name in the search bar of the platform.
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2.Once open, carefully review the document and locate fillable fields for your first name, middle name, last name, signature, and date.
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3.Before filling out the form, gather your former name, new name, and any necessary supporting documents like a marriage certificate or court order for verification.
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4.Start filling in the required fields with your legal information, ensuring that all names match your legal documents.
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5.Use pdfFiller's zoom and alignment tools to help you accurately position text in the fields.
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6.After completing the fields, double-check all entries for accuracy to avoid mistakes.
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7.Once reviewed, you can finalize the form by saving your work and creating a downloadable version.
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8.To submit, select the appropriate submission method recommended by Fidelity, either by sending it electronically or mailing a physical copy.
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9.Remember to keep a copy of the completed form for your records before submitting it.
Who is eligible to use the Fidelity Name Change Form?
Any account owner with a Fidelity account who has legally changed their name, such as due to marriage, divorce, or personal choice, is eligible to use this form.
What supporting documents are required?
You must provide your former name, new name, and a Medallion Signature Guarantee if no court documents are available to verify the name change.
Is there a deadline to submit the name change form?
There is no specific deadline; however, it's advisable to submit the form as soon as possible to ensure your account details are up-to-date and avoid any issues accessing your account.
How do I submit the completed Fidelity Name Change Form?
You can submit the completed form electronically through pdfFiller or print and mail it to Fidelity using the address provided on their website.
What common mistakes should I avoid when filling out the form?
Ensure your new name fields are accurate and match legal documents exactly. Avoid leaving fields blank and double-check for spelling errors before submitting.
How long does it take to process the name change request?
Processing times may vary, but generally expect confirmation of your name change within a few business days after submission.
Can I make changes to the form after I have submitted it?
Once submitted, changes may not be possible. If you need to amend any details, contact Fidelity customer service for guidance on how to proceed.
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