One and the Same Letter - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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How to Use the One-and-the-Same Letter to Correct a Name Discrepancy

When it comes to transferring assets, the little details matter. A small name discrepancy between accounts, like a nickname or an alternate spelling of your first name, can delay your transfer. Fortunately, by filling out a One-and-the-Same Letter, you can certify your name quickly to keep things moving. , instead of a One-and-the-Same Letter. Certifying your name is an important part of ensuring that we have the correct information to include in relevant tax and IRS documents.

What do I need to know

On the One-and-the-Same Letter, provide the name and Social Security number on your Fidelity account and the name on the account you're transferring from (Transferring Account). Be sure to write your name exactly as it appears on each account, including spelling and any prefixes or suffixes. Mail the completed form to this address: Fidelity Investments
PO Box 770001
Cincinnati, OH 45277-0002 Note: You cannot use the One-and-the-Same Letter to update a corporate or workplace plan.

What to expect

Once we receive your request, it typically takes 24 hours to process your certification and change the status of your transfer. When we've processed your request, we'll email a confirmation to you within 1–2 business days. If you don't use eDelivery, you'll receive a confirmation in the U.S. Mail in 3–5 business days. Please wait while Fidelity's Virtual Assistant loads.

Questions

* Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 730990.1.1

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