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It covers partial name variations and alternate spellings, while directing users to a separate Name Change form for full legal name changes supported by appropriate documentation. 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Go to [Fidelity.com](Fidelity.com) or call 800-343-3548.  \nOne-And-The-Same Letter  \nUse this form to notify Fidelity of any slight discrepancies in the way your name is listed on your Fidelity account and the account from which your assets are being transferred. For complete name changes, such as due to marriage or divorce, complete the Name Change form and include the appropriate legal documents such as a marriage certificate or divorce decree. Do NOT use this form for employersponsored accounts. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page.  \n1. Account Owner  \nEnter full first and lastname as evidenced by a government-issued, unexpired document (e.g., driver’s license, passport, permanent resident card) .  \nExamples of Alternate Name: nickname; alternate spelling; Jr./Sr.; or use of initials.  \nName on Fidelity Account  \n\n| First Name | Middle Name |  | Last Name |\n| --- | --- | --- | --- |\n|  |  |  |  |\n|  Social Security or Taxpayer ID Number \u003Cbr>\u003Cbr>|  |  |  |\n\nName on Account Being Transferred  \n\n| First Name | Middle Name | Last Name |\n| --- | --- | --- |\n|  |  |  |\n\n2. Signature and Date Account owner must sign and date.  \nBy signing below, you:  \n• Certify that the two names indicated above refer to one and the • Authorize Fidelity to accept transactions under either name. same person.  \nName and Signature on Fidelity Account  \n\n| PRINT OWNER NAME First, Middle, Last Name |\n| --- |\n|  |\n| \u003Cbr>OWNER SIGNATURE\u003Cbr>|\n| \u003Cbr>DATE MM/DD/YYYY\u003Cbr>|\n\nMEDALLION SIGNATURE GUARANTEE   \nName and Signature on Account Being Transferred   \n\n| PRINT OWNER NAME First, Middle, Last Name |  |  MEDALLION SIGNATURE GUARANTEE  |  |\n| --- | --- | --- | --- |\n|  |  |  |  |\n| \u003Cbr>OWNER SIGNATURE\u003Cbr>|  |  |  |\n| \u003Cbr>DATE MM/DD/YYYY\u003Cbr>|  |  |  |\n|  |  |  |  |\n| Did you print and sign the form, and attach any necessary documents? Send the form and any necessary documents to Fidelity. Fidelity will send a confirmation to you.\u003Cbr>Questions? Go to [Fidelity.com](Fidelity.com) or call 800-343-3548. | Regular mail\u003Cbr>Fidelity Investments |  | Overnight mail\u003Cbr>Fidelity Investments |\n|  | PO Box 770001\u003Cbr>Cincinnati, OH 45277-0002 |  | 100 Crosby Parkway KC1K Covington, KY 41015 |\n\nOn this form, “Fidelity” means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 615791.4.0 (11/19)  \n1.943139.103  \nPage 1  \nof 1  \n028860301","cbCaifyvfEopfIR3","https://ap.wps.com/l/cbCaifyvfEopfIR3","pdf",893414,"English","# Account owner\n## Account being transferred\n## Signature and date\n## Medallion signature guarantee\n# Mailing instructions","[{\"question\":\"What is the One-And-The-Same Letter used for?\",\"answer\":\"It notifies Fidelity of slight discrepancies in the way a name is listed on the Fidelity account versus the sending account for asset transfers.\"},{\"question\":\"When should a Name Change form be used instead?\",\"answer\":\"Use the Name Change form for complete name changes, such as those due to marriage or divorce, and include the required legal documents like a marriage certificate or divorce decree.\"},{\"question\":\"What information and guarantees are required on the form?\",\"answer\":\"The form requires the account owner’s printed name and signature with a date, plus a Medallion Signature Guarantee for the account being transferred.\"}]","One-And-The-Same Letter - Name Discrepancy Notification Form | PDF",1789522229]