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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. 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 Beneficiary Summary Log In Required. If you want to update more than one account, you'll need to make the changes separately.
You can change your individual account to a joint account online Log In Required. If you have a nonretirement account, you can change your account's registration online Log In Required.
If you have a self-employed k or Keogh account, call us at for instructions. Before you begin, please notify Fidelity about the death. If you're inheriting an IRA, learn about your choices.
To set up a new trust, or make changes to an existing trust e. Typically, after we receive your paperwork, it takes three business days to complete the changes. Yes, we're here to help. Please call our inheritor services group at or visit our Inheritance page. If you have questions about probate, please see Your Guide to the Inheritance Process. Please ensure that any features that you had on your account are added to your new account. If he or she was the sole trustee i.
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 for details. 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. After the changes are registered, the contract owner will receive a Revised Annuity Profile. If you have questions, please call us at To make updates to these annuities, please contact your insurance company directly.
Yes, but please know if you send your request by form, instead of using the online steps, it takes a bit longer to make the change and you might need to get a signature guarantee. Here are the forms you can use for registration changes. To find out if this account is a brokerage or a cash management account, go to your Portfolio Summary page on Fidelity. If you're still not sure who is the primary owner, look at your monthly statement. The first name listed on the account is typically the primary owner.
Each state has different requirements for the probate process. Generally, before wills can be accepted as genuine they are authenticated by a Probate Court. A personal representative or executor is named to administer the estate. For people who die intestate - that is, without a last will and testament, an administrator is typically appointed by the probate court to take responsibility for evaluating the decedent's assets and debts, paying creditors, and turning over the balance to heirs, who are determined according to state law.
Skip to Main Content. Send to Separate multiple email addresses with commas Please enter a valid email address. Your email address Please enter a valid email address. 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.
Expand all Collapse all. Why hasn't my registration been changed yet? Please enter a valid ZIP code. 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. 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 Name Change Log In Required steps You may want to review your Beneficiary Summary Log In Required.
A minor has turned 18 years old, or is the age of majority. 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.
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: 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 Name Change Log In Required steps You may also want to review your Beneficiary Summary Log In Required.
To change your joint account to an individual account: You'll need to attach a copy of the death certificate You can change your account registration online Log In Required If you're inheriting an IRA, learn about your choices. Typically, your change is effective in about three business days and we'll send you a confirmation For non-probated 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.
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.