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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|---|---|---|
| 529 College Investing Plan Allocation Change (PDF) | Download Form | |
| 529 College Investing Plan Rollover Form (PDF) | Download Form | |
| 529 Power of Attorney Affidavit and Indemnification (PDF) | Download Form | |
| 529 Power of Attorney Authorization (PDF) | Download Form | |
| 529 Withdrawals | Request Online | Download Form |
A |
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| Account Access Rights | Request Online | |
Account Aggregation Form (PDF) |
Download Form | |
| Account Statements | Request Online | |
| Account Opening | ||
| — 529 Account | Open Online | Download Application |
| — Custodial Account (UGMA/UTMA) | Open Online | Download Application |
| — Estate Account | Download Application | |
| — Fidelity Charitable Gift Fund | Open Online | |
| — Fidelity Private Foundation Services | Open Online | |
| — Inherited IRA | Download Application | |
| — Non-Prototype Retirement Account | Download Application | |
| — Non-Trust Fiduciary Account | Download Application | |
| — Rollover IRA | Open Online | Download Application |
| — Roth IRA | Open Online | Download Application |
| — Self-Employed 401(k) | Download Application | |
| — SEP-IRA | Open Online | Download Application |
| — Simple-IRA | Download Application | |
| — The Fidelity Account (For Business) | Download Application | |
| — The Fidelity Account (Individual or Joint) | Open Online | Download Application |
| — Traditional IRA | Open Online | Download Application |
| — Trust Account | Download Application | |
| Additional Purchase Form | Download Form | |
| Address & Personal Information Change | Request Online | Download Form |
| Affidavit of Descendants Form (PDF) | Download Form | |
| Amendment to the Corporate Resolution (PDF) | Download Form | |
| Annuity Owner/Annuitant Change (PDF) | Download Form | |
| Automatic Investments | Request Online | |
| Automatic Investments 529 College Investing (PDF) | Download Form | |
| Automatic Investments Annuity Accounts | Download Form | |
| Automatic Investments Individual Retirement Accounts (PDF) | Download Form | |
| Automatic Investments Non-Retirement Accounts (PDF) | Download Form | |
| Automatic Withdrawals | Request Online | Access Forms |
B |
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| Bank Wire to or from Fidelity | Request Online | |
| Bank Wire to or from Fidelity 529 College Investing (PDF) | Download Form | |
| Beneficiary Designation | Request Online | Access Forms |
| Beneficiary Designation 529 College Investing (PDF) | Download Form | |
| Beneficiary Designation and Spousal Consent Form (PDF) | Download Form | |
C |
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| Certification of Trust (PDF) | Download Form | |
| Changing Ownership of Your Account | Access Forms | |
| Check Reorder | Request Online | |
| Checkwriting | Access Forms | |
| Checkwriting for Non-Retirement Accounts (PDF) | Download Form | |
| Checkwriting for Retirement Accounts (PDF) | Download Form | |
| Co-Executor Affidavit and Indemnification Form (PDF) | Download Form | |
| Combined Statement/Mailings | Access Forms | |
| Control/Restricted Securities Questionnaire (PDF) | Download Form | |
| Convert your IRA to a Roth IRA (PDF) | Download Form | |
| Corporate Resolution (PDF) | Download Form | |
| Corporate Resolution to Transfer Securities (PDF) | Download Form | |
D |
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| Deposit Slips | Request Online | |
| Direct Deposit | Access Forms | |
| Direct Deposit 529 College Investing Accounts (PDF) | Download Form | |
| Direct Deposit Annuity Accounts | Download Form | |
| Direct Deposit Annuity Builder | Download Form | |
| Direct Deposit of Federal Government Checks (PDF) | Download Form | |
| Distribution Request | Request Online | Access Forms |
| 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 | Access Forms | |
E |
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| Electronic Funds Transfer (EFT) | Request Online | Access Forms |
| Electronic Prospectuses and Financial Reports | Request Online | |
| Electronic Trade Confirmations | Request Online | |
| E-Mail Address Change | Request Online | |
| Employee Stock Option Notice of Intent and Agreement (PDF) | Download Form | |
| Exchange, Release, and Distribution Request for Pledged Shares (PDF) | Download Form | |
| Exchanges in Writing Form | Download Form | |
F |
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| Fidelity BillPay | Request Online | Download Application |
| Fidelity® Cash Management Account (PDF) | Download Form | |
| Fidelity® Cash Management Account - Trust (PDF) | Download Form | |
| Fidelity Credit Cards | Request Online | |
| Fidelity IRA Withdrawal Request (PDF) | Download Form | |
| Fidelity Private Portfolio Service Client Agreement (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 Service Program Fundamentals (PDF) | Download Form | |
| Fidelity Private Portfolio Service Program Fundamentals (PDF) | Download Form | |
| Fidelity Private Portfolio Service for Trusts Program Fundamentals (PDF) | Download Form | |
| Fidelity Retirement Plan Information Form Instructions (PDF) | Download Form | |
| Fidelity Visa® Gold Check Card (ATM/Debit Card) | Request Online | |
| Fidelity Insurance Network Web Access | Download Form | |
| 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 | Access Forms | |
H |
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| Householding | Access Forms | |
| Health Savings Account (HSA) | ||
| — Beneficiary Form (PDF) | Download Form | |
| — BillPay | Request Online | |
| — Checkwriting Form (PDF) | 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 | |
I |
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| Inherited IRA Application | Access Forms | |
| IRA / Fidelity IRA Single Withdrawal Request Form (PDF) | Download Form | |
| IRA Return of Excess Contribution Request (PDF) | Download Form | |
| Irrevocable Stock or Bond Power Form (PDF) | Download Form | |
K |
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| Keogh / Fidelity Retirement Plan Single Withdrawal Request Form | Download Form | |
M |
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| Margin Borrowing | Request Online | Download Form |
| Minimum Required Distribution | Request Online | Download Form |
N |
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| 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 |
O |
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| Omnibus Account Certification | Access Forms | |
| Options Account Application and Agreement (PDF) | Download Form | |
| Options Spread Agreement for IRA Accounts (PDF) | Download Form | |
P |
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| 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 | |
| Portfolio Advisory Services Client Agreement (PDF) | Download Form | |
| Power of Attorney (PDF) | Download Form | |
| Power of Attorney Affidavit and Indemnification (PDF) | Download Form | |
| Power of Attorney Annuity Services | Download Form | |
| Previous Account Statements | Request Online | |
R |
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| Recharacterize Your IRA Contributions (PDF) | Download Form | |
| Rule 144/145 Seller's Letter for Affiliates (PDF) | Download Form | |
S |
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| 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 | Access Forms | |
| Sending Stock Certificates to Fidelity | Access Forms | |
| 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 | |
| Statement Consolidation | Request Online | Access Forms |
| Successor Designation (PDF) | Download Form | |
| Systematic Withdrawal Program | Download Form | |
T |
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| Tax Basis Overview Form (PDF) | Download Form | |
| Taxpayer ID (Substitute Form W9) | Access Forms | |
| Trading Authorization – Full and Limited | Access Forms | |
| Transfer Between Fidelity Accounts (PDF) | Download Form | |
| Transfer of Assets from Another Institution | Transfer Online | Download Form |
| Transfer of Assets from Another Institution 529 College Investing (PDF) | Download Form | |
| Trustee Certification | Access Forms | |
| Trustee Certification 529 College Investing (PDF) | Download Form | |
U |
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| Username | Request Online | |
V |
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| Verification of Investment Account Value (PDF) | Download Form | |
PDFs require Adobe® Reader®.
