Transcription of One and the Same Letter - Fidelity Investments
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One and the Same Letter - Fidelity Investments
Print Reset Save Questions? Go to or call 800-343-3548. One-And-The-Same Letter Use this form to notify Fidelity of any slight discrepancies in the way your name is listed on your Fidelity account and the account from which your assets are being transferred. For complete name changes, such as due to marriage or divorce, complete the Name Change form and include the appropriate legal documents such as a marriage certificate or divorce decree. Do NOT use this form for employer- sponsored accounts. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page. 1. Account Owner Enter full first and last Name on Fidelity Account name as evidenced by First Name Middle Name Last Name a government-issued, unexpired document ( , driver's license, passport, Social Security or Taxpayer ID Number permanent resident card).
One-And-The-Same Letter Use this form to notify Fidelity of any slight discrepancies in the way your name is listed on your Fidelity account and the account from which your assets are being transferred. For complete name changes, such as due to …
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