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 |
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Investing & Trading |
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| 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 |
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| 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 |
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| 529 Account | Open Online | Download Application |
| Custodial Account (UGMA/UTMA) | Open Online | Download Application |
Charitable Giving & Estate Planning |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Duplicate Statement Request | Access Forms | |
| Power of Attorney | Access Forms | |
| Trading Authorization – Full and Limited | Access Forms | |
| Trustee Certification | Access Forms | |
Stock Plan Services |
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| 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) |
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| 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 |
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| 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 |
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Beneficiary Change |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Fidelity Insurance Network Web Access (PDF) | Download Form | |
Full & Partial Withdrawal Request |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| Income Tax Identification (W-9) Form (PDF) | Download Form | |
| Understanding your 1099-R (PDF) | Download Form | |
Trading Authorization |
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| 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 |
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| 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 |
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Owner/Address/Name Change Form |
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| Residents of All States (Except New York) (PDF) | Download Form | |
| Residents of New York (PDF) | Download Form | |
Beneficiary Change Form |
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| Residents of All States (Except New York) (PDF) | Download Form | |
| Residents of New York (PDF) | Download Form | |
Term Life Insurance Billing Form |
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| Residents of All States (Except New York) (PDF) | Download Form | |
| Residents of New York (PDF) | Download Form | |
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