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)
Address/Name Change - Annuities Form (PDF)
PDFs require Adobe® Reader®.
 
 
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Account Access Rights
Account Owner Name
& Date of Birth
Account Ownership
Address and Telephone
Number
Beneficiary Information
Commission Level
E-mail Address
Foreign Status
Certification
Investment Objectives
Login Preferences
SSN/TIN Certification