Get One-and-the-same Letter

The One-And-The-Same Letter is an important document used to inform Fidelity about discrepancies in the names listed on your Fidelity account and your delivering account. This guide will provide you with clear, step-by-step instructions on how to complete the form accurately online.

Follow the steps to successfully complete your One-And-The-Same Letter.

1. Press the ‘Get Form’ button to access and open the One-And-The-Same Letter in your preferred document editor.
2. In the ‘Account Owner’ section, enter your name as it appears on your Fidelity account, including your first name, middle initial, and last name. Remember to provide alternate names or spellings if applicable.
3. Next, provide your Social Security or Taxpayer ID Number in the designated field.
4. Fill in the name as it appears on your delivering account, in the specified area.
5. In the ‘Signature and Date’ section, sign your name as it appears on both accounts, making sure to obtain a Medallion Signature Guarantee from your bank or financial institution for each signature.
6. Enter the date of signing in the provided format (mm dd yyyy).
7. After completing the form, ensure you have printed and signed it, and attached any necessary legal documents if applicable. Follow the instructions to send the completed form to Fidelity using the specified mailing addresses.
8. Finally, save your changes, download a copy of the completed form, or print it for your records.

Begin filling out your One-And-The-Same Letter online today to ensure your account information is accurate.