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SSN/TIN Certification
 
Other Requests and Preferences
  

You can change or add Social Security or Tax Identification numbers* by downloading and completing one of the following forms:
• Certification of Social Security Number or Tax Identification Number (W-9 Substitute) form (PDF)
• Annuity Services Income Tax Identification (W9) Form (PDF)

* When you provide your Social Security or Tax Identification number and sign your original account application with Fidelity, your SSN and TIN numbers are certified. Redemptions made without a certified SSN or TIN are subject to 31% withholding, as per The Tax and Equity Fiscal Responsibility Act of 1982.

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