Get Owner / Address / Name Change Form - Fidelity

This guide provides comprehensive instructions for filling out the Owner / Address / Name Change Form for Fidelity online. Whether you are updating your address, changing your name, or transferring ownership, this guide will help walk you through each step of the process to ensure your form is completed accurately.

Follow the steps to fill out the form effectively.

1. Click the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Enter the required policy number in the specified field. This identifies the policy you are changing.
3. In the 'Insured' section, enter the name of the individual who is covered under the policy.
4. If you are changing your address, fill in the 'Change Address To' section with the new address information, including street name, city, state, and ZIP code.
5. For a name change, complete the 'Change Legal Name Of' section by entering the old name you are changing from and the new name you wish to be reflected on the policy.
6. Attach a copy of the legal document that indicates your name change, as required.
7. If changing the owner of the policy, fill out the 'Change of Owner' section with the name of the new owner — either an individual or a trust/corporation. If applicable, attach the corporation resolution.
8. Provide the new owner’s social security number and tax identification number in the designated areas.
9. The signature of the new owner or trustee is required. Ensure this is done in the 'Signature' section.
10. Complete the 'Successor Owner Agreement,' if applicable, by filling in the name of the successor owner, their tax ID number, and your relationship to them.
11. Sign and date the form, confirming that all provided information is accurate and that you understand the terms noted on the form.
12. Finally, save any changes made to the form, and proceed to download, print, or share the completed document as necessary.

Complete your forms online today for a smooth filing process!