Fidelity Investments: Mailing Address Essentials For Investors

Fidelity Investments has multiple mailing addresses for different purposes. For example, the mailing address for customers outside of New York State is Fidelity Investments Life Insurance Service Center PO Box 770001 Cincinnati, OH 45277-0050, while the address for customers residing in New York State is Empire Fidelity Investments Life Insurance Company Annuity Service Center PO Box 770001 Cincinnati, OH 45277-0051. There are also different addresses for sending documents to request or support changes to established accounts, depositing checks, mailing in rollover checks, and term life insurance accounts. Additionally, when transferring an Individual Brokerage account to TIAA, the following address can be used: Fidelity Investments, Attn: TOA Deliveries.

Mailing address for customers outside New York state

If you are a customer of Fidelity Investments and are looking to mail documents, deposit cheques, or pay for a trade via U.S. mail, it is important to use the correct mailing address.

For customers residing outside New York State, the correct mailing address is:

Fidelity Investments Life Insurance Service Center

PO Box 770001

Cincinnati, OH 45277-0050

This address can be used for mailing in life insurance forms, annuity forms, cheques, or copies of important documents such as driver's licenses, birth or death notices, and marriage certificates.

If you need to send documents to request or support changes to an established account, such as updating beneficiaries or reporting a change of address, the address is:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

For paper cheques for deposits or payments related to trading activities, the mailing address is:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0003

Alternatively, you can use the following address for overnight or certified mail:

Fidelity Investments

100 Crosby Parkway, KC1H

Covington, KY 41015

If you need to send copies of supporting documents for newly opened accounts, such as proof of ID, marriage certificates, or paper account opening applications, you can use the following address:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

For mailing in rollover cheques from an old 401(k), make the cheque payable to Fidelity Management Trust Company (or FMTC), FBO [your name], and be sure to include your IRA account number. Send these to:

Fidelity Investments

ATTN: Direct Rollovers

PO Box 770001

Cincinnati, OH 45277-0037

Please note that Fidelity encourages customers to complete forms online whenever possible, especially in light of COVID-19. You can also use the Fidelity mobile app or the Document Upload service to send documents online.

Mailing address for customers residing in New York state

If you are a customer residing in New York State, please use the following Fidelity mailing addresses:

For life insurance forms, annuity forms, checks, or copies of important documents:

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

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

Fidelity Investments

100 Crosby Parkway KC1H Covington, KY 41015

To 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

To 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

To mail in rollover checks from an old 401(k):

Make checks 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

ATTN: Direct Rollovers

100 Crosby Parkway KC1H Covington, KY 41015-0037

In light of COVID-19, Fidelity encourages you to complete forms online whenever possible. You can use the Document Upload service to send documents online.

Mailing address for documents supporting newly opened accounts

When sending documents to support a newly opened account, such as proof of ID, marriage certificates, and paper account opening applications, use the following addresses:

For customers outside New York state:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

Fidelity Investments

100 Crosby Parkway KC1K

Covington, KY 41015

For customers residing in New York state:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

Fidelity Investments

100 Crosby Parkway KC1H

Covington, KY 41015

Fidelity encourages customers to complete forms online whenever possible, but if you need to mail in documents, please use one of the addresses provided above.

Mailing address for rollover checks

When mailing rollover checks, it is important to use the correct mailing address. The address you should use depends on your specific situation.

If you are mailing in rollover checks from an old 401(k), the check 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. The mailing address for this situation is:

> Fidelity Investments

> ATTN: Direct Rollovers

> PO Box 770001

> Cincinnati, OH 45277-0037

>

> or

>

> Fidelity Investments

> ATTN: Direct Rollovers

> 100 Crosby Parkway KC1H

> Covington, KY 41015-0037

If you are a customer outside of New York State, the mailing address for rollover checks is:

> Fidelity Investments Life Insurance Service Center

> PO Box 770001

> Cincinnati, OH 45277-0050

If you are a customer residing in New York State, the mailing address for rollover checks is:

> Empire Fidelity Investments Life Insurance Company Annuity Service Center

> PO Box 770001

> Cincinnati, OH 45277-0051

>

> or

>

> Fidelity Investments

> 100 Crosby Parkway KC2Q

> Covington, KY 41015

Additional Information

If you are looking for a street address (that is not a P.O. box), you can use the following address:

> Fidelity Investments, Attn: TOA Deliveries

For any questions or concerns, you can contact Fidelity's general contact number at (800) 343-3548.

Mailing address for term life insurance accounts

When sending paper copies of important documents for all term life insurance policies, use the following address:

Fidelity Investments Life Insurance Service Center

PO Box 770001

Cincinnati, OH 45277-0050

This address is for customers outside of New York State. If you are a New York State resident, use the following address:

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

Please note that Fidelity encourages you to complete forms online whenever possible. If you need to send documents, you can use the Document Upload service. However, if you still need to mail documents, please use one of the addresses provided above.

Additionally, when sending a direct rollover check from an old 401(k) to Fidelity, make the check payable to "Fidelity Management Trust Company" (or FMTC), FBO [your name], and include your IRA account number on the check. The mailing address for this is:

Fidelity Investments

ATTN: Direct Rollovers

PO Box 770001

Cincinnati, OH 45277-0037

For overnight or certified mail, use the following address:

Fidelity Investments

ATTN: Direct Rollovers

100 Crosby Parkway KC1H

Covington, KY 41015-0037

Frequently asked questions