Get Name Change. Use This Form To Notify Fidelity That Your Name Has Changed.

This guide provides clear and supportive instructions on how to properly fill out the Name Change form for Fidelity, ensuring you successfully notify the company of your name change. Follow these steps to navigate through the online form with ease.

Follow the steps to complete your name change form correctly.

1. Click the ‘Get Form’ button to access the Name Change form. This will allow you to obtain the form online and open it for editing.
2. Begin by entering the current full name of the account holder as it appears on their account. Ensure all information is accurate to avoid processing delays.
3. In the designated field, input the new name to which you are changing. It is essential to use the name exactly as you intend it to appear on your account.
4. Provide any supporting documentation required for the name change. This may include legal documents such as a marriage certificate or divorce decree, depending on the nature of your name change.
5. Fill out any additional required fields, such as contact information. Ensure that all entries are complete and accurate.
6. Review all entered information for accuracy and completeness before finalizing the form.
7. Save the changes to your form and download, print, or share it as necessary for your records.

Complete your name change process online today by following the outlined steps.