Account Ownership

Use this page to change an account's registration or to update account owner information.

Follow the instructions below to:

Change Account Registration
InstructionsForms

To change the account registration add/remove an account owner:

  • Choose, print, complete, and sign the Fidelity form(s) for your account type.
  • Review the instructions provided for any document and signature guarantee . This page will open in a popup window. requirements.
  • Return all materials to:
    Fidelity Investments
    Account Reregistration Services
    PO Box 770001
    Cincinnati, OH 45277–0039

Brokerage Account

Mutual Fund Account


Cash Management Account

Death of an Account Owner
InstructionsForms

Non–Retirement Account:Individual, Joint, Custodial

  • Choose, print, complete, and sign the Fidelity form for your account type.
  • Review the instructions provided for any document or signature guarantee . This page will open in a popup window. requirements.
  • Submit an original copy of the decedent's death certificate.
  • Return all materials to:
    Fidelity Investments
    Account Reregistration Services
    PO Box 770001
    Cincinnati, OH 45277–0039

IRA Retirement Accounts:Traditional, Roth, Rollover, SIMPLE, and SEP

  • Choose, print, complete, and sign the Fidelity form for your account type.
  • Review the instructions provided for any document or signature guarantee . This page will open in a popup window. requirements.
  • Submit an original copy of the decedent's death certificate.
  • Return all materials to:
    Fidelity Investments
    Account Reregistration Services
    PO Box 770001
    Cincinnati, OH 45277–0039

For Self–Employed 401(k) and Fidelity Retirement Plan (Keogh) accounts, or if you have any questions, contact a Fidelity Inheritor Specialist at 800–544–0003.

Brokerage and Mutual Fund Accounts

Divorce or Legal Separation
InstructionsForms
Non–Retirement Accounts See Change Account Registration.

Retirement Accounts

Brokerage and Mutual Fund Accounts

If the recipient does not have a Fidelity IRA, Open a Traditional IRA or Open a Roth IRA to receive the proceeds of the transfer.




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