Download the Address Change Form - Fidelity Investments 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling in the 'Account Owner(s)' section. Enter your name and, if applicable, the name of any additional owner or authorized individual. Ensure all names are clearly printed using CAPITAL letters.
  3. In the 'Accounts Involved' section, indicate which accounts will be affected by this address change. Provide the Social Security or Taxpayer ID Number associated with these accounts.
  4. Next, complete the 'New Address of Owner(s)' section. Input your legal/permanent address, ensuring it is not a PO Box. Include your evening and daytime phone numbers for contact purposes.
  5. If there is an additional owner or authorized individual with a different address, fill out their information in the corresponding section.
  6. Finally, all account owners must sign and date the form in the 'Signatures and Dates' section to authorize Fidelity to process your request.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Call 1-800-835-5097 to speak with a representative on your organizations plan.
U.S. mail Deposits intended forUse mailing address Brokerage, 529, and mutual fund accounts Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0003 Self-employed 401(k) contribution remittance Fidelity Investments PO Box 770001 Cincinnati, OH 45277-00034 more rows
Go to Fidelity.com/address or call 800-343-3548. Use this form to update the address or phone of an owner or authorized individual. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for check requests, make a copy of the relevant page.
To update your address online, go to americanfidelity.com/myaccount. If you prefer not to update online, complete the form and mail or fax it to American Fidelity using the information provided at the top.
Call Fidelity at 800-343-0860. Return this form and additional documentation to: Regular mail Or fax to: Fidelity Investments PO Box 770002 Cincinnati, OH 45277-0090 877-330-2476 Or submit via the Fidelity NetBenefits app.

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People also ask

Fidelity interfaces with the United States Post Offices National Change of Address data to identify recent moves and information provided by customers to the Post Office. New address information received from the Postal Service may be applied to your legal and/or mailing address of record at Fidelity.

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