Yes! You can use AI to fill out Fidelity Advisor Name Change Authorization
This form is a legal document used to notify Fidelity of a name change due to marriage, divorce, or other reasons, ensuring your account information is current and accurate. It requires providing both your former and new names, contact details, and supporting legal documentation like a marriage certificate or divorce decree. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | Fidelity Advisor Name Change Authorization |
| Number of pages: | 2 |
| Filled form examples: | Form Fidelity Name Change Authorization Examples |
| Language: | English |
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How to Fill Out Fidelity Name Change Authorization Online for Free in 2026
Are you looking to fill out a FIDELITY NAME CHANGE AUTHORIZATION form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your FIDELITY NAME CHANGE AUTHORIZATION form in just 37 seconds or less.
Follow these steps to fill out your FIDELITY NAME CHANGE AUTHORIZATION form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload the Fidelity Advisor Name Change Authorization form or select it from their template library.
- 2 Use the AI assistant to automatically fill in Section 1 with your former name, new name, Social Security Number, and Fidelity account number.
- 3 Provide your reason for the name change, along with your mobile phone number and email address for verification and electronic delivery consent.
- 4 Review the electronic delivery terms in Section 2 to understand how Fidelity will communicate with you.
- 5 In Section 3, electronically sign with your new legal name and date the form to authorize the change.
- 6 Gather and attach a digital copy of the required supporting legal document (e.g., marriage certificate) or prepare to have the form notarized if necessary.
- 7 Download the completed form and submit it along with any attachments to Fidelity via their web portal, fax, or mail as instructed on the form.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Always use the latest 2026 Fidelity Name Change Authorization form version.
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Accuracy
Our AI performs 10 compliance checks to ensure your form is error-free.
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Frequently Asked Questions About Form Fidelity Name Change Authorization
This form is used to notify Fidelity of a legal name change due to marriage, divorce, or other reasons. Completing it ensures your name is updated across all your Fidelity Advisor mutual fund accounts.
Any Fidelity Advisor account owner who has legally changed their name and needs to update their account information should complete this form.
You must submit a photocopy of a legal document that supports your name change, such as a marriage certificate or a divorce decree. If you provide this document, a notary is not required.
If you cannot provide a supporting legal document, you must have your signature notarized in Section 3 of the form. The notary seal serves as the required proof of your name change.
You must sign and date the form in Section 3 using your new legal name. You should also print your new name in the designated space.
You can upload the form online through your Fidelity account, fax it, or mail it. However, if your form requires a notary seal, you must mail the original document to the address provided.
Yes, by signing this form you consent to receive account-related communications electronically. The email address you provide will replace any existing email on file and will be used for this purpose.
Fidelity requires your mobile number and email address to verify your identity and authorize transactions on your account. This helps enhance the security of your accounts.
No, this form will update your name on all Fidelity Advisor mutual fund accounts associated with your Social Security Number.
A notary is only required if you are not submitting a copy of a legal document (e.g., marriage certificate, divorce decree) as proof of your name change. If you provide the legal document, no notary is needed.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help prevent errors.
You can use a service like Instafill.ai to fill out the form directly on your computer. Simply upload the PDF, and the tool will allow you to type your information into the fields before printing for signature.
If you have a non-fillable or 'flat' PDF, tools like Instafill.ai can convert it into an interactive, fillable form. This allows you to easily type your information instead of filling it out by hand.
Mail the original, notarized form to Fidelity's regular mail address at P.O. Box 770002, Cincinnati, OH 45277-0082, or via overnight mail to 100 Crosby Parkway, KC1G, Covington, KY 41015.
Compliance Fidelity Name Change Authorization
Validation Checks by Instafill.ai
1
SSN Format and Structure Validation
Checks that the Social Security Number (SSN) field contains exactly nine digits, ignoring any hyphens. This validation ensures the number is structurally correct before it is used for identity verification against backend systems. An incorrectly formatted SSN will cause an immediate processing failure and requires correction by the user.
2
Mandatory Field Completion Check
Verifies that all required fields, including Former Name, New Name, SSN, Account Number, Mobile Phone, and Email Address, are filled out. This check is critical to ensure the form is complete and can be processed without needing to contact the user for missing information. Incomplete forms will be rejected, delaying the name change request.
3
Logical Name Change Verification
Compares the 'Former Name' fields against the 'New Name' fields to ensure they are not identical. This validation confirms that a name change is actually being requested, preventing submissions where the user may have filled out the form by mistake. If the names are the same, the form submission should be flagged for review or rejected.
4
Signature Name Consistency
Ensures the 'Print Owner Name' in Section 3 exactly matches the 'New First Name', 'M.I.', and 'New Last Name' provided in Section 1. This is a critical step to certify that the person signing the form is the one assuming the new legal name on the account. A mismatch could indicate an error or potential fraud and will halt the processing of the request.
5
Email Address Format Validation
Validates that the provided email address follows the standard '[email protected]' format. A valid email is essential because the user is consenting to electronic delivery of all account communications and will receive a confirmation message at this address. An invalid format would prevent communication and render the electronic delivery consent void.
6
Mobile Phone Number Format
Checks that the 'Mobile Phone Number' field contains a valid 10-digit phone number, ignoring common formatting characters like parentheses or hyphens. This number is designated as the primary contact for verifying and authorizing transactions, so its accuracy is paramount for account security. An invalid number will prevent the user from receiving security codes or alerts.
7
Account Owner Signature Date Logic
Verifies the 'Date' in the signature section is a valid calendar date in MM-DD-YYYY format and is not a future date. This confirms when the authorization was legally signed. A future or invalid date would make the legal attestation invalid and cause the form to be rejected.
8
Fidelity Account Number Existence
Validates that the provided 'Fidelity Account Number' corresponds to an active account in Fidelity's system associated with the 'Former Name' and 'SSN'. This is the primary link to the record that needs to be updated. If the account number does not exist or does not match the owner's details, the entire request cannot be processed.
9
Conditional Notary Section Completion
Checks if supporting legal documents are indicated as attached; if not, it verifies that the entire 'Statement of Notary Public' section is completed. The form requires either legal documentation or a valid notarization as proof of the name change. Failure to provide one of these two proofs will result in the form being rejected as incomplete.
10
Notary Commission Expiration Date Validity
Ensures the 'Commission Expires' date in the notary section is a valid date and is in the future. A notary cannot legally perform their duties with an expired commission. Submitting a form with an expired notary commission date will invalidate the notarization and lead to the rejection of the name change request.
11
Notary and Owner Signature Date Consistency
Validates that the 'Notary Signature Date' is the same as or after the 'Account Owner Signature Date'. A notary cannot certify a signature that has not yet occurred. This chronological check ensures the notarization process was followed correctly and is legally sound.
12
Reason for Name Change Presence
Verifies that the 'Reason for Name Change' field is not left blank. This information provides context for the request and may be required for internal record-keeping and compliance purposes. An empty field would render the form incomplete and require follow-up with the customer.
Common Mistakes in Completing Fidelity Name Change Authorization
The form explicitly requires the account owner to sign with their new legal name in Section 3. People often sign with their old, more familiar signature out of habit, which invalidates the authorization and leads to immediate rejection. To avoid this, carefully read the instructions above the signature line and consciously sign with your new name as it appears on your supporting legal documents.
A name change cannot be processed without proof, such as a photocopy of a marriage certificate or divorce decree. Forgetting to include this document is a primary reason for rejection, causing significant delays. Always double-check that you have attached a clear photocopy of the correct legal document before submitting the form, unless you are using the notary option instead.
The form offers a choice: provide a legal document OR get the form notarized if documents are unavailable. A common error is either paying for a notary when it's not needed (because a legal document is attached) or failing to get a notary when no legal document is provided. This leads to unnecessary costs or outright rejection. Carefully decide which path you will take and follow only the instructions for that path.
The instructions clearly state that if a notary is used, the form must be mailed to provide the original ink signature and seal. Many people miss this detail and upload or fax the notarized form, which will be rejected because the original cannot be verified. If you use a notary as proof, you must send the physical form via regular or overnight mail to the address provided.
Simple typos or transposing numbers in the Social Security Number or Fidelity Account Number fields are frequent mistakes. This incorrect data can prevent Fidelity from locating your account or lead to a processing failure. To prevent this, carefully double-check these numbers against an official statement or card before you finalize the form. AI-powered tools like Instafill.ai can help by validating data formats to catch potential errors.
The form specifically warns against using an authorized agent's or representative's email address. The email provided is used for account verification and becomes the primary address for all electronic communications directly with the account owner. Using a third-party email can lead to security issues, missed notifications, and miscommunication. Always provide your own personal email address that you check regularly.
The form requests that users type or fill it in using capital letters to ensure clarity. Submitting a form with messy or cursive handwriting can lead to data entry errors on Fidelity's end, potentially misspelling your new name or entering other information incorrectly. If the form is a non-fillable PDF, tools like Instafill.ai can convert it into a fillable version, eliminating handwriting issues entirely.
When filling out Section 1, it's easy to accidentally enter your new name in the 'Former Name' fields or vice versa. This simple data entry error will cause the entire request to be processed incorrectly or rejected. To avoid this, slowly and deliberately fill out each field, double-checking that the 'Former' name section matches your old records and the 'New' name section matches your legal change document.
If you choose to use a notary instead of providing legal documents, the notary must fully complete their section, including their name, state, county, commission expiration date, and official seal/stamp. An incomplete notary section is the same as not having it notarized at all and will result in rejection. Always review the notary's work to ensure all fields are complete and the seal is clear before you leave their office.
By signing the form, the user consents to electronic delivery for all eligible Fidelity accounts, not just the one listed. Some users may not read Section 2 carefully and are later surprised to find all their communications have moved online. It is crucial to read this section to understand that you are agreeing to a broad change in your communication preferences and will need to respond to a confirmation email.
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