Update the Name on Your Accounts

If you need to change how your name appears on your Fidelity accounts, you can do it online or download and complete the appropriate form. In some cases, a signature guarantee is required. Please see the form for details.

Fidelity Complete your Name Change online.

Download the Name Change form (PDF). This page will open in a popup window..

If you only have a Fidelity-issued annuity, please use the Address/Name Change – Annuities form (PDF). This page will open in a popup window..