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How to fill out fidelity name change

How to fill out fidelity name change?

1. Obtain the necessary forms: Visit the Fidelity website or contact their customer service to obtain the official name change forms.
2. Provide personal information: Fill out the required fields in the forms such as your current name, new name, address, contact information, and Fidelity account number.
3. Provide supporting documents: In order to process your name change request, you may need to provide supporting documents such as a marriage certificate, court order, or legal name change document.
4. Review and sign the forms: Carefully review all the information filled out in the forms and ensure its accuracy. Sign the forms where indicated.
5. Submit the forms: Send the completed name change forms along with any required supporting documents to the designated Fidelity address mentioned in the instructions.

Who needs fidelity name change?

1. Individuals who have recently changed their name due to marriage or divorce.
2. Individuals who have undergone a legal name change process.
3. Individuals who have changed their name for any other legal or personal reason and want their Fidelity account to reflect the new name.

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What is fidelity name change?

Fidelity name change refers to the process of changing the legal name of a fidelity company or institution.

Who is required to file fidelity name change?

Any fidelity company or institution that wishes to change its legal name is required to file a fidelity name change.

How to fill out fidelity name change?

To fill out a fidelity name change, the company or institution must complete the necessary forms provided by the relevant authority and submit them with the required documentation.

What is the purpose of fidelity name change?

The purpose of fidelity name change is to update the legal name of a company or institution to reflect any changes that may have occurred, such as rebranding or mergers.

What information must be reported on fidelity name change?

The information that must be reported on fidelity name change includes the current legal name of the company or institution, the desired new name, the reason for the name change, and any supporting documentation.