Fidelity Advisor Name Change Authorization Completed Form Examples and Samples
View clear examples and samples of a completed Fidelity Advisor Name Change Authorization form. Learn how to correctly fill out the PDF for common reasons like marriage, ensuring your request is processed without errors.
Fidelity Advisor Name Change Authorization Example (Due to Marriage)
How this form was filled:
This example shows how to complete the Fidelity Advisor Name Change Authorization form after a marriage. It includes the account holder's previous and new legal names, the reason for the change, all relevant account numbers, and the required signature under the new name, dated for 2026.
Information used to fill out the document:
- Previous Full Legal Name: Jane A. Smith
- New Full Legal Name: Jane A. Jones
- Social Security Number: ***-**-6789
- Date of Birth: 05/20/1988
- Mailing Address: 456 Oak Avenue, Anytown, ST 12345
- Primary Phone Number: 555-123-4567
- Email Address: [email protected]
- Reason for Name Change: Marriage
- Fidelity Account Number 1: 123-456789
- Fidelity Account Number 2: Z98-765432
- Signature: Jane A. Jones
- Date: 02/10/2026
What this filled form sample shows:
- Clearly indicates the previous name and the new legal name in the designated sections.
- Specifies 'Marriage' as the reason for the name change, which is a common requirement.
- Includes all Fidelity account numbers to ensure the name is updated across all holdings.
- The form is signed and dated with the new legal name, which is crucial for authorization.
Form specifications and details:
| Form Name: | Fidelity Advisor Name Change Authorization |
| Use Case: | Individual name change due to marriage |
| Supporting Documents (Not shown): | Usually requires a copy of the marriage certificate and a government-issued photo ID with the new name. |
| Created: | February 25, 2026 06:53 PM |