Download & Complete the Change of Ownership Form

Open, complete, and print the appropriate form to send to Fidelity.

Change of Account Ownership – Mutual Fund Only Accounts – Changing to an Individual, Joint, or Custodial Account (PDF)
Be sure to review the information page at the beginning of the form for Important Requirements for Different Types of Account Change.

Change of Account Ownership – Mutual Fund Only Accounts – Changing to a Trust, Estate, Guardian, or Conservator Account (PDF)
Be sure to review the information page at the beginning 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.