Download & Complete the Change of Registration Form

Open, read, and print the appropriate document to send to Fidelity

Change of Registration – Fidelity Account® – Changing to an Individual, Joint, or Custodial (PDF)
Be sure to review the information page at the end of the form for Important Requirements for Different Types of Account Change.

Change of Registration – Fidelity Account® – Changing to a Trust, Estate, Guardian, or Conservator (PDF)
Be sure to review the information page at the end of the form for Important Requirements for Different Types of Account Change.

If you are unable to access these documents, you can have paper copies mailed to you by calling 800-343-3548.

To view the account's supporting documents, please return to the supporting documents page.