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Home>Documents>Financial Services>Change of Account Registration Information

Change of Account Registration Information

This document provides necessary instructions for changing the registration of various account types at Fidelity. It details the requirements, necessary documentation, and steps to complete the registration change. Understanding this information is crucial for anyone looking to update their account management status.

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How do I fill this out?

To fill out this form, begin by gathering all required documentation relevant to your account type. Next, ensure all fields are completed accurately, as discrepancies may cause delays. Finally, submit the form along with all supporting documents to ensure a smooth processing experience.

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How to fill out the Change of Account Registration Information?

  1. 1

    Gather all required documentation based on your account type.

  2. 2

    Complete all sections of the form accurately.

  3. 3

    Double-check your entries for any discrepancies.

  4. 4

    Attach all supporting documentation as specified.

  5. 5

    Submit the completed form for processing.

Who needs the Change of Account Registration Information?

  1. 1

    Individuals changing their account type to a joint account.

  2. 2

    Trustees managing trust accounts requiring modifications.

  3. 3

    Beneficiaries receiving a deceased's account.

  4. 4

    Joint account holders updating their registration after a death.

  5. 5

    Anyone in need of managing their funds more efficiently through Fidelity.

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What are the instructions for submitting this form?

To submit this form, ensure all fields are completed and all necessary documentation is attached. You can send your completed form via fax to 800-343-3549 or upload it through Fidelity's secure online submission portal. Alternatively, mail your forms to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0002. Be sure to keep a copy of all submitted materials for your records.

What are the important dates for this form in 2024 and 2025?

Important dates related to account changes will vary by state and type of account. Ensure to check for any specific deadlines associated with your registration change in 2024 and 2025. Updated regulations may also apply, so stay informed.

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What is the purpose of this form?

This form serves to streamline the process of changing account registrations for various types at Fidelity. It provides the necessary requirements and instructions to ensure that all parties involved can easily navigate account updates. By standardizing information, the form helps reduce the chances of errors during submission.

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Tell me about this form and its components and fields line-by-line.

The form typically includes fields for the current owner's information, new owner's information, account type, and necessary documentation uploads. Fields may also require additional signatures or guarantees depending on the account type.
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  • 1. Current Owner Information: Details about the current account holder including name, address, and contact information.
  • 2. New Owner Information: Information required for the new account holder.
  • 3. Account Type: Specification of whether the account is individual, joint, or a trust.
  • 4. Required Documentation: Place for uploading or attaching necessary supporting documents.
  • 5. Signature Fields: Designated areas for signatures of owners, trustees, or legal representatives.

What happens if I fail to submit this form?

Failure to submit this form accurately may result in delays in processing your account registration change. You may need to resubmit the form along with any additional requested documentation if errors occur.

  • Processing Delays: Errors or missing information can lead to significant delays in processing your request.
  • Denied Requests: Failure to provide all required documentation may result in denial of your account change.
  • Legal Complications: Inaccuracies in the form can lead to legal issues, especially in the case of joint or trust accounts.

How do I know when to use this form?

Use this form when you need to update the registration details of your account at Fidelity. It is particularly important after changes in account ownership, such as the death of a co-owner or the addition of a new beneficial owner.
fields
  • 1. Changing Account Type: When you need to switch account types, such as from individual to joint.
  • 2. Updating Ownership Information: Following the death of an account holder or a significant life event.
  • 3. Adding Beneficiaries: When adding or modifying beneficiary details associated with an account.

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