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  • Fundsnetwork Re-registration Application Form - Commshare

Get Fundsnetwork Re-registration Application Form - Commshare

Re-registration (incorporating Switch) Application form - you can re-register ISAs and/or Investment Fund Accounts using this form. How to fill in this form: What s next? Please use black ink and.

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How do I change my account name or give my account a nickname? To change your account name or assign it a nickname log in to your Fidelity.com account and go to Profile. Under Preferences, select Nickname your accounts. Where can I view my account history?

After you complete the form, please mail it to the address provided. To add or change an individual owner or annuitant on your Fidelity Personal Retirement Annuity® or Fidelity Retirement Reserves® Annuity, please use the Ownership/Annuitant Change (PDF) form.

Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. Recent tax law changes have generally increased your rollover options. However, we encourage you to consult your tax advisor before consolidating your retirement savings assets.

FundsNetwork Re-registration Guide. Download. An ISA Re-registration is when you want to move your investments to a platform and keep them just the same. If you would like to move your investments to a platform and change them to a different fund, then this is an ISA Transfer.

Go to Fidelity.com/TransferMoneyShares or call 800-343-3548. Use this form to transfer assets between Fidelity accounts. Do NOT use this form to change the registration of an existing account. Instead, go to Fidelity.com/forms for the appropriate form.

To change to an Individual, Joint, or Custodial account, complete the Change of Account Registration — Changing to an Individual, Joint, or Custodial Account form. For more about account types, go to Fidelity.com/chgacct.

Go to fidelity.com/householding or call 1-800-544-6666. Use this form to group accounts so that all owners are eligible for service and pricing benefits. Type on screen or print out and fill in.

In order to transfer your SEP-IRA to Fidelity, the SEP-IRA must be based upon IRS Form 5305-SEP. Request from your Financial Representative a separate Fidelity Advisor SEP/SARSEP-IRA Application if you are establishing a new SEP-IRA.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232