How to Use the One-and-the-Same Letter to Correct a Name Discrepancy
When it comes to transferring assets, the little details matter. A small name discrepancy between accounts, like a nickname or an alternate spelling of your first name, can delay your transfer. Fortunately, by filling out a One-and-the-Same Letter, you can certify your name quickly to keep things moving.
When do I need to use a One-and-the-Same Letter?
If you're transferring assets from an outside account to Fidelity and the first names on the accounts don't match, you'll need to certify both versions of your name by completing the One-and-the-Same Letter. This letter is primarily used for small discrepancies in your first name only; if you need to request a complete name change, in the case of a marriage or divorce, use these steps to complete a Name Change Request Form, instead of a One-and-the-Same Letter. Certifying your name is an important part of ensuring that we have the correct information to include in relevant tax and IRS documents.
What do I need to know?
On the One-and-the-Same Letter, provide the name and Social Security number on your Fidelity account and the name on the account you're transferring from (Transferring Account). Be sure to write your name exactly as it appears on each account, including spelling and any prefixes or suffixes.
Mail the completed form to this address:
PO Box 770001
Cincinnati, OH 45277-0002
Note: You cannot use the One-and-the-Same Letter to update a corporate or workplace plan.
What to expect
- Once we receive your request, it typically takes 24 hours to process your certification and change the status of your transfer.
- When we've processed your request, we'll email a confirmation to you within 1–2 business days. If you don't use eDelivery, you'll receive a confirmation in the U.S. Mail in 3–5 business days.
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