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From the list below, you can download and access forms and applications. Where available, links to online processes have been included for your convenience.

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401(k) Contribution Remittance Form (PDF) Download Form
529 Account – Fidelity Arizona College Savings Plan Request Online Download Form
529 Account – Delaware College Investment Plan Request Online Download Form
529 Account – U.Fund College Investing Plan (MA) Request Online Download Form
529 Account – UNIQUE College Investing Plan (NH/National) Request Online Download Form
529 Account – Standing Check Payment Instructions (PDF) Download Form
529 College Investing Plan Allocation Change (PDF) Download Form
529 College Investing Plan Rollover Form (PDF) Download Form
529 Withdrawals Request Online Download Form
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A
Account Access Rights Request Online  
Account Aggregation Form (PDF) Download Form
Account Statements Request Online  
Account Opening
— Custodial Account (UGMA/UTMA) Request Online Download Form
— Estate Account Download Form
— Fidelity Charitable Gift Fund Request Online  
— Fidelity Private Foundation Services Request Online  
— Inherited IRA Application Request Online Download Form
— Inherited Roth IRA Request Online Download Form
— Non-Prototype Retirement Account Download Form
— Non-Trust Fiduciary Account Download Form
— Rollover IRA Request Online Download Form
— Roth IRA Request Online Download Form
— Self-Employed 401(k) Download Form
— SEP-IRA Request Online Download Form
— Simple-IRA Download Form
— The Fidelity Account (For Business) Download Form
— The Fidelity Account (Individual or Joint) Request Online Download Form
— Traditional IRA Request Online Download Form
— Trust Account Download Form
Additional Purchase Form – Annuities Download Form
Address & Name Change – Annuities (PDF) Download Form
Address & Personal Information Change Request Online Download Form
Affidavit of Descendants Form (PDF) Download Form
Affidavit of Domicile Form (PDF) Download Form
Amendment to the Corporate Resolution (PDF) Download Form
Annuity Additional Purchase Form (PDF) Download Form
Annuity Owner/Annuitant Change (PDF) Download Form
Annuity Services Duplicate Statement Request Download Form
Automatic Investments Request Online  
Automatic Investments 529 College Investing (PDF) Download Form
Automatic Investments Annuity Contracts Download Form
Automatic Investments Individual Retirement Accounts (PDF) Download Form
Automatic Investments Non–Retirement Accounts (PDF) Download Form
Automatic Withdrawals – IRA Request Online Download Form
Automatic Withdrawals – IRAs Earnings Plan Retirement Account Request Online Download Form
Automatic Withdrawals – MRD/Life Expectancy Request Online Download Form
Automatic Withdrawals – Non-Retirement Account Earnings Plan Request Online Download Form
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B
Bank Wire (PDF)   Download Form
Bank Wire Instructions   Download Form
Bank Wire to or from Fidelity 529 College Investing (PDF) Download Form
Beneficial Ownership-Entities Download Form
Beneficial Ownership-Trusts Download Form
Beneficiary Designation Request Online Download Form
Bill Payment for Health Savings Accounts Request Online  
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C
Canadian Revenue Agency (CRA) Form NR301 Download Form
Canadian Revenue Agency (CRA) Form NR302 Download Form
Canadian Revenue Agency (CRA) Form NR303 Download Form
Canadian Revenue Agency (CRA) Letter of Exemption Coversheet Download Form
Canadian Revenue Agency (CRA) Tax Treaty Certification Download Form
Cash Management Features Form (PDF) Download Form
Certification of Trust (PDF) Download Form
Changing Ownership of Your Account Download Form
Check Reorder Request Online  
Checkwriting Prefill Form Download Form
Checkwriting for Non–Retirement Accounts Prefill Form Download Form
Checkwriting for Retirement Accounts Prefill Form Download Form
Co–Executor Affidavit and Indemnification Form (PDF) Download Form
College Investing Plan Duplicate Statement Form (PDF) Download Form
Combined Statement/Mailings Download Form
Control/Restricted Securities Questionnaire (PDF) Download Form
Convert your IRA to a Roth IRA Request Online Download Form
Corporate Resolution (PDF) Download Form
Corporate Resolution to Transfer Securities (PDF) Download Form
Cost Basis Update Form (PDF) Download Form
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D
Deposit Slip Request Online Download Form
Direct Deposit Download Form
Direct Deposit 529 College Investing Accounts (PDF) Download Form
Direct Deposit Annuity Accounts (PDF) Download Form
Direct Deposit Annuity Builder Download Form
Direct Deposit of Federal Government Checks (PDF) Download Form
Direct Deposit from Fidelity Income Annuity Form (PDF) Download Form
Disclaimer Certification   Download Form
Distribution Request Request Online Download Form
Distribution Request 529 College Investing (PDF) Download Form
Dividends and Capital Gains Payment Instructions Request Online  
Dividends and Interest Form Download Form
Duplicate Statement Request Form for brokerage (PDF) Download Form
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E
Electronic Funds Transfer (EFT) and Bank Wire (PDF) Request Online Download Form
Electronic Prospectuses and Financial Reports Request Online  
Electronic Trade Confirmations Request Online  
E–Mail Address Change Request Online  
Employee Stock Options Request Online  
Employee Stock Option Notice of Intent and Agreement (PDF) Download Form
Enhanced Benefits for Visa® Gold Cardholders (PDF) Download Form  
Estate Planning and Charitable Giving Certification of Trust Form (PDF)   Download Form
Exchange, Release, and Distribution Request for Pledged Shares (PDF) Download Form
Exchanges in Writing Form Download Form
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F
Fidelity BillPay Request Online Download Form
Fidelity® Cash Management Account Download Form
Fidelity® Cash Management Account Deposit Slip Request Online Download Form
Fidelity® Cash Management Account – Trust Download Form
Fidelity® Cash Management Account Trustee Certification (PDF) Download Form
Fidelity Charitable Gift Fund Request Online
Fidelity Credit Cards Request Online  
Fidelity Inherited IRA Personal Withdrawal Service (PDF) Download Form
Fidelity Insurance Network Web Access Download Form
Fidelity IRA Withdrawal Request (PDF) Download Form
Fidelity Non-Retirement Redemption Form (PDF) Download Form
Fidelity Personalized Portfolios Client Agreement (PDF) Download Form
Fidelity Personalized Portfolios for Trusts Program Fundamentals (PDF) Download Form
Fidelity Personalized Portfolios Program Fundamentals (PDF) Download Form
Fidelity Portfolio Advisory Services Client Agreement (PDF) Download Form
Fidelity Portfolio Advisory Services Program Fundamentals (PDF) Download Form
Fidelity Private Foundation Services Request Online
Fidelity Retirement Plan Information Form Instructions (PDF) Download Form
Fidelity Retirement Plan Personal Withdrawal Service Request (PDF) Download Form
Fidelity Retirement Reserves (New York) (PDF) Download Form
Fidelity Strategic Disciplines Client Agreement (PDF) Download Form
Fidelity Strategic Disciplines Program Fundamentals (PDF) Download Form
Fidelity Visa® Gold Check Card (ATM/Debit Card) Request Online  
Financial Advisor Fee Request (PDF) Download Form
FGGI Exchanges in Writing Form Download Form
FGGI Systematic Withdrawal Program Form Download Form
FGGI Trustee Statement and Agreement Form Download Form
Foreign Status Certification Download Form
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H
Householding Download Form
Health Savings Account (HSA)
— Beneficiary Form (PDF) Download Form
— BillPay Request Online  
— Checkwriting Form (PDF) Prefill Form Download Form
— Debit Card Application (PDF) Download Form
— Electronic Funds Transfer (EFT) (PDF) Download Form
— Return of Excess Contribution (PDF) Download Form
— Return of Mistaken Distribution (PDF) Download Form
— Single Withdrawal Request Form (PDF) Download Form
— Supplemental Debit Card Application (PDF) Download Form
— Transfer of Assets (TOA) Download Form
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I
Inherited IRA Application Request Online Download Form
Inherited Roth IRA Request Online Download Form
Instruction Form to Claim Assets of Deceased Spouse's IRA (PDF) Download Form
Interested Party Statements and Trade Confirmations Download Form
Investment Club Cash Account Download Form
Investor Selected Strategy Form (PDF) Download Form
IRA / Fidelity IRA Single Withdrawal Request Form (PDF) Request Online Download Form
IRA Request for Recharacterization (PDF) Download Form
IRA Return of Excess Contribution Request (PDF) Download Form
Irrevocable Stock or Bond Power Form (PDF) Download Form
Israel Bond Request (PDF) Download Form
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K
Keogh / Fidelity Retirement Plan Single Withdrawal Request Form Download Form
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M
Margin Borrowing Request Online Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form
MetLife Growth and Guaranteed Income — Bankline (PDF) Download Form
MetLife Growth and Guaranteed Income — Durable Power of Attorney (PDF) Download Form
Minimum Required Distribution Request Online Download Form
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N
Name Change Request Online Download Form
Non–Prototype Retirement Plan Contribution Form (PDF) Download Form
Non–Prototype Retirement Plan Withdrawal Form (PDF) Download Form
Non-Retirement Withdrawal Request Request Online Download Form
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O
Omnibus Account Certification Download Form
One–And–The–Same Letter (PDF) Download Form
Options Account Application and Agreement (PDF) Download Form
Options Spread Agreement for IRA Accounts (PDF) Download Form
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P
Partial Withdrawal/Full Surrender Form Download Form
Password Reset or Update Request Online  
Pay College Bills Request Online  
Phone Number Change Request Online  
Pledge Mutual Fund Shares (New Account Application) Download Form
Power of Attorney Download Form
Previous Account Statements Request Online  
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R
Remove a Joint Owner   Download Form
Recharacterize Your IRA Contributions (PDF) Download Form
Retirement Specialized Investment (PDF) Download Form
Rule 144/145 Seller's Letter for Affiliates (PDF) Download Form
Rule 144 Seller's Certification (PDF) Download Form
Rule 144(k) Seller's Certification (PDF) Download Form
Rule 145 Seller's Certification (PDF) Download Form
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S
Sales or Legend Removal for Non–Affiliates (PDF) Download Form
SEC Form 144 (PDF) Download Form
SEC Rule 701 Seller's Letter (PDF) Download Form
Sending a Check to Fidelity Download Form
Sending Stock Certificates to Fidelity Download Form
SEP-IRA Supplemental (PDF) Download Form
Special Tax 83(b) Election (PDF) Download Form
Spousal IRA Claim Form: Instruction Form to Claim Assets of Deceased Spouse’s IRA (PDF) Download Form
SSN or TIN Certification Download Form
Statement Consolidation Request Online Download Form
Stock Plan Services Transfer Form (PDF) Download Form
Successor Designation (PDF) Request Online Download Form
Systematic Withdrawal Program Download Form
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T
Taxpayer ID (Substitute Form W9) Request Online Download Form
Trading Authorization – Full and Limited Download Form
Transfer Between Fidelity Accounts (PDF) Download Form
Transfer of Assets from Another Institution Request Online Download Form
Transfer of Assets from Another Institution 529 College Investing (PDF) Download Form
Trustee Certification Download Form
Trustee Certification 529 College Investing (PDF) Download Form
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U
Username Request Online  
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V
Verification of Investment Account Value (PDF) Download Form
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W
W9 (PDF) Request Online Download Form
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