Get Change Of Account Registration - Fidelity - Fidelity Investments

Filling out the Change Of Account Registration form is an essential step for updating your account details with Fidelity Investments. This comprehensive guide provides clear instructions to help users navigate through each section of the form with ease.

Follow the steps to complete your Change Of Account Registration form.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen editor.
2. Begin by entering your contract number and phone number in the 'Contract Information' section. Next, provide the owner's first and last name along with their social security or tax ID number.
3. If applicable, include the joint owner's first and last name along with their social security number.
4. In the 'Change the Current Owner of the Contract' section, only complete this part if the ownership is changing. Provide the new owner's or trustee’s name, social security or tax ID number, and date of birth. Indicate the relationship to the current owner and have all required signatures.
5. If you are changing the owner’s or annuitant’s mailing address, fill in the appropriate fields for the new address.
6. To update the legal name of the owner or annuitant, fill in their former name and new name. Make sure to attach a copy of the legal documentation supporting this change.
7. For changes to beneficiaries, list all primary and contingent beneficiaries. Indicate the percentage allocated to each, ensuring that the total equals 100%. If necessary, provide additional information on a separate piece of paper.
8. Review the authorized signatures section. All required signatures must be completed for changes to be effective, with a signature guarantee stamp for ownership changes.
9. Finally, you can save the completed form, download it for your records, print it, or share it as needed.

Begin filling out your Change Of Account Registration form online today to ensure your account stays up to date.