Looking for Employer
Sponsored Account (e.g.,
401(k), 403(b)) forms?

Plan Information and Documents

Find a Form

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

New Account Applications

Investing & Trading

Brokerage Account - The Fidelity Account (Individual or Joint) Open Online Download Application
Brokerage Account - The Fidelity Account (For Business) Download Application
Fidelity®Cash Management Account Download Form
Fidelity®Cash Management Account - Trust Download Form

Saving for Retirement

Roth IRA Open Online Download Application
Traditional IRA Open Online Download Application
Rollover IRA Open Online Download Application
Inherited IRA Download Application
SEP-IRA Open Online Download Application
Simple-IRA Download Form
Self-Employed 401(k) Download Application
Non-Prototype Retirement Account Download Application

Saving for Education

529 Account Open Online Download Application
Custodial Account (UGMA/UTMA) Open Online Download Application

Charitable Giving & Estate Planning

Fidelity Charitable Gift Fund Open Online
Fidelity Private Foundation Services Open Online
Trust Account Download Application
Estate Account Download Application
Non-Trust Fiduciary Account Download Application

Account Features

Account Statements Request Online
Address & Personal Information Change Request Online Download Form
Automatic Investments Request Online
Automatic Withdrawals Request Online Access Forms
Bank Wire to or from Fidelity Request Online
Check Reorder Request Online
Checkwriting Access Forms
Deposit Slips Request Online
Direct Deposit (PDF) Download Form
Dividends and Capital Gains Payment Instructions Request Online
Dividends and Interest Form Download Form
Electronic Funds Transfer (EFT) Access Forms
Electronic Prospectuses and Financial Reports Request Online
Electronic Trade Confirmations Request Online
Fidelity BillPay Request Online Download Application
Fidelity Credit Cards Request Online
Fidelity Visa® Gold Check Card (ATM/Debit Card) Request Online
Margin Borrowing Request Online Download Form
Options Account Application and Agreement (PDF) Download Form
Options Spread Agreement for IRA Accounts (PDF) Download Form
Username Request Online

Retirement Accounts

Automatic Investments Request Online
Automatic Withdrawals Request Online Access Forms
Beneficiary Designation Request Online Access Forms
Check Reorder Request Online
Checkwriting Access Forms
Co-Executor Affidavit and Indemnification Form (PDF) Download Form
Convert your IRA to a Roth IRA (PDF) Download Form
Deposit Slips Request Online
Distribution Request Request Online Access Forms
Fidelity Non-Retirement Redemption Form (PDF) Download Form
Fidelity Retirement Plan Information Form Instructions (PDF) Download Form
Financial Advisor Fee Request (PDF) Download Form
Inherited IRA Application Access Forms
Instruction Form to Claim Assets of Deceased Spouse’s IRA (PDF) Download Form
IRA Return of Excess Contribution Request (PDF) Download Form
Minimum Required Distribution Form (PDF) Download Form
Non-Prototype Retirement Account Download Application
Non-Prototype Retirement Plan Withdrawal Form (PDF) Download Form
Recharacterize Your IRA Contributions (PDF) Download Form
Rollover IRA Open Online Download Application
Roth IRA Open Online Download Application
Self-Employed 401(k) Download Application
SEP-IRA Open Online Download Application
SEP-IRA Supplemental (PDF) Download Form
SIMPLE-IRA Download Form
Traditional IRA Open Online Download Application
Transfer of Assets from Another Institution Transfer Online Download Form

Moving Money To/From Your Fidelity Account

529 College Investing Plan Allocation Change (PDF) Download Form
529 College Investing Plan Rollover Form (PDF) Download Form
529 Withdrawals Request Online Download Form
Automatic Investments Request Online
Automatic Investments Non-Retirement Accounts (PDF) Download Form
Automatic Investments Annuity Accounts (PDF) Download Form
Automatic Investments 529 College Investing (PDF) Download Form
Automatic Investments Individual Retirement Accounts (PDF) Download Form
Automatic Withdrawals Request Online Access Forms
Bank Wire to or from Fidelity (PDF) Download Form
Bill Payment for Health Savings Accounts Request Online
Checkwriting for Non-Retirement Accounts (PDF) Download Form
Checkwriting for Retirement Accounts (PDF) Download Form
Deposit Slips Request Online
Direct Deposit Access Forms
Direct Deposit for 529 College Investing (PDF) Download Form
Direct Deposit of Federal Government Checks (PDF) Download Form
Direct Deposit from Fidelity Income Annuity Form (PDF) Download Form
Distribution Request Request Online Access Forms
Electronic Funds Transfer (EFT) Request Online Access Forms
Fidelity BillPay Request Online Download Application
IRA / Fidelity IRA Single Withdrawal Request Form (PDF) Download Form
Keogh / Fidelity Retirement Plan Single Withdrawal Request Form Download Form
Non-Prototype Retirement Plan Contribution Form (PDF) Download Application
Non-Retirement Withdrawal Request Request Online Download Form
Sending a Check to Fidelity Access Forms
Sending Stock Certificates to Fidelity Access Forms
Transfer of Assets from Another Institution Transfer Online Download Form
Transfer Between Fidelity Accounts Download Form

Account Mailings

Account Statements Request Online
Address & Personal Information Change Request Online Download Form
Combined Statement/Mailings Access Forms
Duplicate Statement Request Access Forms
E-Mail Address Change Request Online
Electronic Prospectuses and Financial Reports Request Online
Electronic Trade Confirmations Request Online
Previous Account Statements Request Online
Statement Consolidation Access Forms

Making Changes to Your Account

529 College Investing Plan Allocation Change Download Form
Account Access Rights Request Online
Account Statements Request Online
Address & Personal Information Change Request Online Download Form
Automatic Investments Request Online
Automatic Withdrawals Request Online Access Forms
Bank Wire to or from Fidelity Request Online
Beneficiary Designation Request Online Access Forms
Beneficiary Designation and Spousal Consent Form (PDF) Download Form
Changing Ownership of Your Account Access Forms
Check Reorder Request Online
Checkwriting Access Forms
Combined Statement/Mailings Access Forms
Corporate Resolution Download Form
Deposit Slips Request Online
Direct Deposit Request Online Download Form
Duplicate Statement Request Access Forms
E-Mail Address Change Request Online
Electronic Trade Confirmations Request Online
Estate Planning and Charitable Giving Certification of Trust Form (PDF) Download Form
Fidelity BillPay Request Online Download Application
Fidelity Visa® Gold Check Card (ATM/Debit Card) Request Online
Foreign Status Certification Access Forms
Electronic Funds Transfer (EFT) Request Online Access Forms
Electronic Prospectuses and Financial Reports Request Online
Name Change Request Online Download Form
Password Reset or Update Request Online
Phone Number Change Request Online
Statement Consolidation Access Forms
SSN or TIN Certification Access Forms
Trading Authorization – Full and Limited Access Forms
Username Request Online

Tax and Legal

Certification of Trust Form (PDF) Download Form
Corporate Resolution to Transfer Securities Download Form
Employee Stock Options Access Forms
Foreign Status Certification Access Forms
Omnibus Account Certification Access Forms
Overview of Tax Basis (PDF) Download Form
Power of Attorney Access Forms
Rule 144 Seller's Certification Download Form
Rule 144(k) Seller's Certification Download Form
Rule 145 Seller's Certification (PDF) Download Form
SEC Form 144 Download Form
SEC Rule 701(g)(3) Seller's Certification Download Form
Special Tax 83(b) Election (PDF) Download Form
Taxpayer ID (Substitute Form W9) Access Forms

Giving Access to Someone Other than Yourself

Duplicate Statement Request Access Forms
Power of Attorney Access Forms
Trading Authorization – Full and Limited Access Forms
Trustee Certification Access Forms

Stock Plan Services

Control/Restricted Securities Questionnaire (PDF) Download Form
Corporate Resolution to Transfer Securities (PDF) Download Form
Employee Stock Option Notice of Intent and Agreement (PDF) Download Form
Irrevocable Stock or Bond Power Form (PDF) Download Form
Rule 144/145 Seller’s Letter for Affiliates (PDF) Download Form
Sales or Legend Removal for Non-Affiliates (PDF) Download Form
SEC Rule 701 Seller’s Letter (PDF) Download Form
SEC Form 144 (PDF) Download Form
Special Tax 83(b) election (PDF) Download Form
Stock Plan Services Transfer form (PDF) Download Form

College Investing Plan (529)

Automatic Investments (PDF) Download Form
Beneficiary Designation (PDF) Download Form
Direct Deposit (PDF) Download Form
Distribution Request (PDF) Request Online Download Form
Power of Attorney Affidavit and Indemnification (PDF) Download Form
Power of Attorney Authorization (PDF) Download Form
Successor Designation (PDF) Download Form
Transfer of Assets from Another Institution (PDF) Download Form
Trustee Certification (PDF) Download Form

Portfolio Advisory Services

Account Aggregation Form (PDF) Download Form
Automatic Investments Form (PDF) Download Form
Beneficiary Designation Request Online Access Forms
Distribution Request Access Forms
Electronic Funds Transfer (EFT) Request Online Access Forms
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
Portfolio Advisory Services Client Agreement (PDF) Download Form
Portfolio Private Portfolio Service Client Agreement (PDF) Download Form
Transfer of Assets from Another Institution Transfer Online Download Form

Annuities

Beneficiary Change

Fidelity Freedom Lifetime Income, Fidelity Guaranteed Income Annuity, Fidelity
Growth and Guaranteed Income, Fidelity Income Advantage, Fidelity Personal
Retirement Annuity and Fidelity Retirement Reserves (PDF)
Download Form
Fidelity Retirement Reserves (New York) (PDF) Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form

Direct Deposit & Systematic Investment

Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Annuity Automatic Rebalancing (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity
Retirement Reserves — Additional Purchase (PDF)
Download Form
Fidelity Personal Retirement Annuity, Fidelity Growth and Guaranteed Income, and Fidelity Retirement Reserves — EFT/Automatic Investment (PDF) Download Form
Fidelity Freedom Lifetime Income, Fidelity Guaranteed Income Annuity, and Fidelity Income Advantage — Direct Deposit (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Dollar Cost Averaging (PDF) Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form

Duplicate Statement and Web Access Request

Fidelity Freedom Lifetime Income, Fidelity Growth and Guaranteed
Income, Fidelity Income Advantage, Fidelity Personal Retirement Annuity
and Fidelity Retirement Reserves (PDF)
Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form

Exchanges in Writing

Fidelity Freedom Lifetime Income (PDF) Download Form
Fidelity Growth and Guaranteed Income (PDF) Download Form
Fidelity Income Advantage, Fidelity Personal Retirement Annuity and
Fidelity Retirement Reserves (PDF)
Download Form

Fidelity Insurance Network Web Access

Fidelity Insurance Network Web Access (PDF) Download Form

Full & Partial Withdrawal Request

Fidelity Personal Retirement Annuity and Fidelity Retirement
Reserves (PDF)
Download Form
Fidelity Freedom Lifetime Income (PDF) Download Form
Fidelity Growth and Guaranteed Income (PDF) Download Form
Fidelity Income Advantage (PDF) Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form

General Service & Contract Change

Annuity Address and Name (PDF) Download Form
Fidelity Guaranteed Income Annuity — Payee Change (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Owner/Annuitant Change (PDF) Download Form
Fidelity Retirement Reserves (New York) — Owner/Annuitant Change (PDF) Download Form

Power of Attorney

Fidelity Freedom Lifetime Income, Fidelity Guaranteed Income Annuity,
Fidelity Growth and Guaranteed Income, Fidelity Income Advantage,
Fidelity Personal Retirement Annuity and Fidelity Retirement
Reserves — Durable Power of Attorney (PDF)
Download Form
Fidelity Freedom Lifetime Income, Fidelity Guaranteed Income Annuity,
Fidelity Growth and Guaranteed Income, Fidelity Income Advantage,
Fidelity Personal Retirement Annuity and Fidelity Retirement
Reserves — Power of Attorney (PDF)
Download Form
MetLife Growth and Guaranteed Income — Durable Power of Attorney (PDF) Download Form

Systematic Withdrawal

Fidelity Personal Retirement Annuity and Fidelity Retirement
Reserves (PDF)
Download Form
Fidelity Growth and Guaranteed Income (PDF) Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form

Tax Information

Income Tax Identification (W-9) Form (PDF) Download Form
Understanding your 1099-R (PDF) Download Form

Trading Authorization

Fidelity Freedom Lifetime Income, Fidelity Growth and Guaranteed
Income, Fidelity Income Advantage, Fidelity Personal Retirement Annuity
and Fidelity Retirement Reserves (PDF)
Download Form

Trustee Statement & Agreement

Fidelity Personal Retirement Annuity (PDF) Download Form
Fidelity Growth and Guaranteed Income (PDF) Download Form
Fidelity Freedom Lifetime Income, Fidelity Guaranteed Income Annuity,
Fidelity Income Advantage and Fidelity Retirement Reserves (PDF)
Download Form
MetLife Growth and Guaranteed Income (PDF) Download Form

Life Insurance

Owner/Address/Name Change Form

Residents of All States (Except New York) (PDF) Download Form
Residents of New York (PDF) Download Form

Beneficiary Change Form

Residents of All States (Except New York) (PDF) Download Form
Residents of New York (PDF) Download Form

Term Life Insurance Billing Form

Residents of All States (Except New York) (PDF) Download Form
Residents of New York (PDF) Download Form

PDFs require Adobe® Reader®.