Change of Account Registration
Change of Account Registration - Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
If you just want to change your beneficiaries, please go to your . , , or The listed on the account Note: If you want to update more than one account, you'll need to make the changes separately. I want to change my registration because... How can I do this? What else should I know? I want to include my spouse I want to add my adult children I want to add someone else I want to consolidate my accounts I want to remove someone If you have a nonretirement account, you can . Typically, your change is effective in about three business days and we'll send you a confirmation If you legally changed your name, please complete the steps You may want to review your A minor has turned 18 years old, or is the age of majority To change your custodial account (/) to an individual account, . Typically, your change is effective in about three business days and we'll send you a confirmation If a new account isn't already open, one will be set up If there is an existing account, have that account number available I'm getting divorced If you have a nonretirement account, you can . If you have an IRA, please use the form and include: A copy of your divorce or separation document; this document must reference the specific accounts and the amounts to transfer If the information isn't included, you'll need to provide a court document describing how the assets should be divided Note: If you have a self-employed 401(k) or Keogh account, call us at 800-544-5373 for instructions. Typically, your change is effective in about three business days and we'll send you a confirmation If other owners need to sign the documents, we'll email them to request their signatures If you legally changed your name, please complete the steps You may also want to review your I've recently lost a loved one Before you begin, please about the death. To change your joint account to an individual account: You'll need to attach a copy of the death certificate You can If you're inheriting an IRA, . Note: If you have a self-employed 401(k) or Keogh account, call us at 800-544-0003 for instructions. Typically, your change is effective in about three business days and we'll send you a confirmation For estates, please consult your attorney Talk to your tax advisor to see if an Inheritance Tax Waiver is required I'm planning my estate and I need to set up a new trust I need to change an existing trustee To set up a new trust, or make changes to an existing trust (e.g., remove a trustee due to death or add a new trustee) : You will need the trust's name, account number, and its tax ID (TIN) or Social Security number (SSN); we require the TIN or SSN for all trustees, including any trustees being added or removed A copy of your trust document; if you don't have your trust document available, you'll be asked to complete a Certification of Trust If the trust's TIN is changing, you will need to submit additional paperwork; please refer to your trustee documents Typically, your change is effective in about three business days and we'll send you a confirmation See our Estate Planning page to learn more about your choices Typically, after we receive your paperwork, it takes three business days to complete the changes. If it has been more than three business days, please call us at 800-343-3548 so we can review the status of your change of ownership request. Yes, we're here to help. Please call our Transition Services specialists at 800-544-0003 or visit our Inheritance page. If you have questions about probate, please see Your Guide to the Inheritance Process. Please call us at 800-343-3548 so we can review the information and correct any errors. Please ensure that any features that you had on your account are added to your new account. For example, if you had Checkwriting, you'll complete a new checkwriting form or request new ATM/Debit cards. You can take care of adding features on your . If he or she was the sole trustee (i.e., the only trustee on the account), you will need to send a completed trustee certification form and a photocopy of the death certificate. You will also need to provide documentation of how the successor trustee was named. Some circumstances require additional paperwork. For instance, if a trust is listed under the Social Security or tax ID number of the trustee who passed away, you will need to provide additional documents. If you have questions about a specific situation like this, please call us at 800-343-3548 for details. If you have been named executor of a will or trustee of a trust, you can read our Executor & Trustee Guidelines to get a better sense of what is expected of you. You'll need to complete the form based on the change you want to make and the type of annuity you have. 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 form. To change the ownership to a trust on your Fidelity Personal Retirement Annuity, Fidelity Retirement Reserves Annuity, or Fidelity Growth and Guaranteed Income Annuity, please use the form. To change the ownership to a trust or to add or remove trustees on your Brighthouse Growth and IncomeSM or MetLife Growth and IncomeSM Annuity, please call the Annuity Service Center at 800-634-9361. To add or remove trustees on an existing, trust-owned Fidelity annuity contract, please use the form. To change the payee on your Fidelity Guaranteed Income Annuity, please use the form. After the changes are registered, the contract owner will receive a Revised Annuity Profile. If you have questions, please call us at 800-634-9361. Note: You cannot change ownership on annuities purchased through The Fidelity Insurance Network. To make updates to these annuities, please directly. 729275.9.0
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.Change of Account Registration
When events and changes in your life require you to update the registration or owners on your Fidelity accounts, we'll walk you through the steps you need to take.If you just want to change your beneficiaries, please go to your . , , or The listed on the account Note: If you want to update more than one account, you'll need to make the changes separately. I want to change my registration because... How can I do this? What else should I know? I want to include my spouse I want to add my adult children I want to add someone else I want to consolidate my accounts I want to remove someone If you have a nonretirement account, you can . Typically, your change is effective in about three business days and we'll send you a confirmation If you legally changed your name, please complete the steps You may want to review your A minor has turned 18 years old, or is the age of majority To change your custodial account (/) to an individual account, . Typically, your change is effective in about three business days and we'll send you a confirmation If a new account isn't already open, one will be set up If there is an existing account, have that account number available I'm getting divorced If you have a nonretirement account, you can . If you have an IRA, please use the form and include: A copy of your divorce or separation document; this document must reference the specific accounts and the amounts to transfer If the information isn't included, you'll need to provide a court document describing how the assets should be divided Note: If you have a self-employed 401(k) or Keogh account, call us at 800-544-5373 for instructions. Typically, your change is effective in about three business days and we'll send you a confirmation If other owners need to sign the documents, we'll email them to request their signatures If you legally changed your name, please complete the steps You may also want to review your I've recently lost a loved one Before you begin, please about the death. To change your joint account to an individual account: You'll need to attach a copy of the death certificate You can If you're inheriting an IRA, . Note: If you have a self-employed 401(k) or Keogh account, call us at 800-544-0003 for instructions. Typically, your change is effective in about three business days and we'll send you a confirmation For estates, please consult your attorney Talk to your tax advisor to see if an Inheritance Tax Waiver is required I'm planning my estate and I need to set up a new trust I need to change an existing trustee To set up a new trust, or make changes to an existing trust (e.g., remove a trustee due to death or add a new trustee) : You will need the trust's name, account number, and its tax ID (TIN) or Social Security number (SSN); we require the TIN or SSN for all trustees, including any trustees being added or removed A copy of your trust document; if you don't have your trust document available, you'll be asked to complete a Certification of Trust If the trust's TIN is changing, you will need to submit additional paperwork; please refer to your trustee documents Typically, your change is effective in about three business days and we'll send you a confirmation See our Estate Planning page to learn more about your choices Typically, after we receive your paperwork, it takes three business days to complete the changes. If it has been more than three business days, please call us at 800-343-3548 so we can review the status of your change of ownership request. Yes, we're here to help. Please call our Transition Services specialists at 800-544-0003 or visit our Inheritance page. If you have questions about probate, please see Your Guide to the Inheritance Process. Please call us at 800-343-3548 so we can review the information and correct any errors. Please ensure that any features that you had on your account are added to your new account. For example, if you had Checkwriting, you'll complete a new checkwriting form or request new ATM/Debit cards. You can take care of adding features on your . If he or she was the sole trustee (i.e., the only trustee on the account), you will need to send a completed trustee certification form and a photocopy of the death certificate. You will also need to provide documentation of how the successor trustee was named. Some circumstances require additional paperwork. For instance, if a trust is listed under the Social Security or tax ID number of the trustee who passed away, you will need to provide additional documents. If you have questions about a specific situation like this, please call us at 800-343-3548 for details. If you have been named executor of a will or trustee of a trust, you can read our Executor & Trustee Guidelines to get a better sense of what is expected of you. You'll need to complete the form based on the change you want to make and the type of annuity you have. 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 form. To change the ownership to a trust on your Fidelity Personal Retirement Annuity, Fidelity Retirement Reserves Annuity, or Fidelity Growth and Guaranteed Income Annuity, please use the form. To change the ownership to a trust or to add or remove trustees on your Brighthouse Growth and IncomeSM or MetLife Growth and IncomeSM Annuity, please call the Annuity Service Center at 800-634-9361. To add or remove trustees on an existing, trust-owned Fidelity annuity contract, please use the form. To change the payee on your Fidelity Guaranteed Income Annuity, please use the form. After the changes are registered, the contract owner will receive a Revised Annuity Profile. If you have questions, please call us at 800-634-9361. Note: You cannot change ownership on annuities purchased through The Fidelity Insurance Network. To make updates to these annuities, please directly. 729275.9.0