Update Accounts/Features
>
Account Owner Name & Date of Birth
>
Update the Name on Your Accounts
If you need to change how your name appears on your Fidelity accounts, download and complete the appropriate form. In some cases, a signature guarantee is required. Please see the form for details.
•
Name Change Authorization Form
(PDF)
•
Annuity Name Change Form
(PDF)
•
Retirement Reserves Annuity Change Form - for NY residents only
(PDF)
PDFs require
Adobe® Reader®
.
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