Updating Your Mailing Address For Fidelity Investment Statements

If you need to change your mailing address for statements from Fidelity Investments, you can do so online or by mail. To change your address online, log in to your account and select Mailing Address under Account Settings. You can then select the account(s) you'd like to update and submit your new address. If you have a workplace plan, such as a 401(k), you'll need to log in to http://NetBenefits.com and select Profile & Settings in the upper right-hand corner. If you prefer to change your address by mail, you can fill out the appropriate form and mail it to the address listed on the form.

How to change your mailing address online

To change your mailing address online for Fidelity Investments, you will need to log in to your account. From there, you can follow these steps:

For personal accounts (e.g. IRA or brokerage):

• Go to http://Fidelity.com.
• Select "Profile" from the top of the website.
• Click "Edit" next to "Address."
• Make the necessary changes to your address.

For workplace plans (e.g. 401(k)):

• Go to http://NetBenefits.com.
• Select the "Profile & Settings" icon in the upper right-hand corner of the website.
• Choose "Edit" in the bottom right-hand corner of the contact information box.
• Make the necessary changes to your address.

Alternatively, you can update your address by visiting your "Profile" on the Fidelity website and updating your mailing address under "Account Settings." You can also select the specific account(s) you would like to update. Please note that updates to 529 beneficiary addresses must be made separately. Online distributions may be restricted if requested within 15 calendar days of an address change.

Fidelity encourages customers to complete forms online whenever possible, especially in light of COVID-19.

How to change your mailing address by mail

To change your mailing address by mail, you will need to download the Address Change Form. This form is available as a PDF and can be found on the Fidelity website.

Once you have downloaded and filled out the form, you will need to mail it to the address displayed on the form itself. This will differ depending on the type of account you have. For example, if you have a brokerage or mutual fund account, you will need to mail the form to:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

If you have an annuity account, you will need to download the Annuity Address Change Form and mail it to the address provided on that form.

It is also possible to change your address online. For personal accounts, such as an IRA or brokerage, you can update your address by logging in to http://Fidelity.com and selecting "Profile" from the top of the website. Then, click "Edit" next to "Address." For workplace plans, such as a 401(k), you will need to log in to http://NetBenefits.com, select the "Profile & Settings" icon in the upper right-hand corner, and choose "Edit" in the bottom right-hand corner of the contact information box.

The difference between a legal and mailing address

A legal address is a physical address or a person's actual place of residence. It is typically a specific geographical location, often referred to as a street address. A legal address is required by Fidelity as they are mandated to obtain this information to verify their customers' identities under the USA PATRIOT Act.

A mailing address, on the other hand, is where you receive your postal mail and may be the same as or different from your legal address. It is the address senders use to send you postal mail. For many people, this is their home or office address, but it can also be a P.O. box or a virtual address.

Small businesses often maintain separate physical and mailing addresses to safeguard their privacy and keep their identities and locations confidential. This is also the case for individuals who wish to keep their physical location unknown or need a separate shipping address for large parcels.

Fidelity allows customers to designate a P.O. box as their mailing address if they wish to have mail sent to an alternative location.

• Customers outside New York state: Fidelity Investments Life Insurance Service Center PO Box 770001 Cincinnati, OH 45277-0050
• Customers residing in New York state: Empire Fidelity Investments Life Insurance Company Annuity Service Center PO Box 770001 Cincinnati, OH 45277-0051
• Fidelity Investments: 100 Crosby Parkway KC2Q Covington, KY 41015
• Send documents to request or support changes to established accounts, including updating beneficiaries, reporting a change of address, or other materials as requested: Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0002
• Send paper checks for deposits or payments related to trading activities: Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0003
• Fidelity Investments: 100 Crosby Parkway KC1H Covington, KY 41015
• Send copies of supporting documents for newly opened accounts, including proof of ID, marriage certificates, and paper account opening applications: Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0002
• Fidelity Investments: 100 Crosby Parkway KC1K Covington, KY 41015
• Mail in rollover checks from an old 401(k). Checks should be made payable to Fidelity Management Trust Company (or FMTC), FBO [your name]. Be sure to include your IRA account number on the check: Fidelity Investments ATTN: Direct Rollovers PO Box 770001 Cincinnati, OH 45277-0037
• Fidelity Investments: 100 Crosby Parkway KC1H Covington, KY 41015-0037
• Term life insurance accounts: Send paper copies of important documents for all term life insurance policies to Fidelity Investments Life Insurance Service Center PO Box 770001 Cincinnati, OH 45277-0050
• Transfer an account/Transfer of Assets (TOA): Send a paper copy of your statement from your current financial firm, completed paper copies of the TOA form, and other documents as requested to Fidelity Investments ATTN: TOA PO Box 770001 Cincinnati, OH 45277-0036

How to change a foreign (non-US) mailing address

To change a foreign (non-US) mailing address for statements with Fidelity Investments, you must follow a specific process. Firstly, it's important to note that changes to non-US addresses must be done in writing for brokerage and mutual fund accounts. You will need to download the Address Change Form, which is available as a PDF on the Fidelity website.

Once you have downloaded the form, you need to fill it out with your new foreign address details. Make sure you complete the form accurately and provide all the required information. After you have completed and signed the form, you need to mail it to Fidelity to process the change.

Use the following address to send the form:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

Alternatively, you can send the form to this address:

Fidelity Investments

100 Crosby Parkway

KC1K Covington, KY 41015

Please note that it may take some time for the change to take effect, and there may be temporary restrictions on your account after an address update.

How to change your mailing address on a Workplace Savings Account

To change the address on a Workplace Savings Account, such as a 403(b), 401(k), or 457 Plan, you have two options. You can either:

• Contact your plan administrator.
• Go to NetBenefits.com and update your information online. After logging in, select the "Profile & Settings" icon in the upper right-hand corner of the website, and choose "Edit" in the bottom right-hand corner of the contact information box.

If you have a personal account, such as an IRA or brokerage, you can update your address on http://Fidelity.com. After logging in, select "Profile" from the top of the website and click "Edit" next to "Address."

Please note that if you change your address, online distributions may be restricted if requested within 15 calendar days of the change. Additionally, after an address update is submitted, check requests totaling $10,000 or more may be restricted for 10 business days, and certain service requests, such as beneficiary updates, may be prevented to ensure account security.

Frequently asked questions