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) Request Online Download Form
Brokerage Account – The Fidelity Account (For Business) Download Form

Saving for Retirement

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

Saving for Education

529 Account – UNIQUE College Investing Plan (NH/National) Request Online 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
Custodial Account (UGMA/UTMA) Request Online Download Form

Charitable Giving & Estate Planning

Fidelity Charitable Gift Fund Request Online  
Fidelity Private Foundation Services Request Online  
Trust Account Download Form
Estate Account Download Form
Non–Trust Fiduciary Account Download Form

Cash Management

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

Account Features

Account Statements Request Online  
Address & Personal Information Change Request Online Download Form
Automatic Investments Request Online  
Automatic Withdrawals – IRA Request Online Download Form
Automatic Withdrawals – MRD/Life Expectancy Request Online Download Form
Automatic Withdrawals – IRAs Earnings Plan Retirement Account Request Online Download Form
Automatic Withdrawals – Non-Retirement Account Earnings Plan Request Online Download Form
Cash Management Features Form (PDF) Download Form
Check Reorder Request Online  
Deposit Slip Request Online Download Form
Direct Deposit (PDF) Download Form
Dividends and Capital Gains Payment Instructions Request Online  
Dividends and Interest Form Download Form
Electronic Funds Transfer (EFT) and Bank Wire (PDF) Request Online Download Form
Electronic Prospectuses and Financial Reports Request Online  
Electronic Trade Confirmations Request Online  
Enhanced Benefits for Visa® Gold Cardholders (PDF) Download Form  
Fidelity BillPay Request Online Download Form
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

401(k) Contribution Remittance Form (PDF) Download Form
Automatic Investments Request Online  
Automatic Withdrawals – IRA (PDF) Request Online Download Form
Automatic Withdrawals – MRD/Life Expectancy (PDF) Request Online Download Form
Beneficiary Designation Request Online Download Form
Check Reorder Request Online  
Co-Executor Affidavit and Indemnification Form (PDF) Download Form
Convert your IRA to a Roth IRA (PDF) Download Form
Deposit Slip Request Online Download Form
Distribution Request Request Online Download Form
Fidelity Inherited IRA Personal Withdrawal Service (PDF) Download Form
Fidelity Non–Retirement Redemption Form (PDF) Download Form
Fidelity Retirement Plan Information Form Instructions (PDF) Download Form
Fidelity Retirement Plan Personal Withdrawal Service Request (PDF) Download Form
Financial Advisor Fee Request (PDF) Download Form
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
IRA Return of Excess Contribution Request (PDF) Download Form
Minimum Required Distribution Form (PDF) Download Form
Non-Prototype Retirement Account Download Form
Non-Prototype Retirement Plan Withdrawal Form (PDF) Download Form
Recharacterize Your IRA Contributions (PDF) Download Form
Retirement Specialized Investment (PDF) 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
SEP–IRA Supplemental (PDF) Download Form
SIMPLE–IRA Download Form
Traditional IRA Request Online Download Form
Transfer of Assets from Another Institution Request 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 – IRA (PDF) Request Online Download Form
Automatic Withdrawals – MRD/Life Expectancy (PDF) Request Online Download Form
Bill Payment for Health Savings Accounts Request Online  
Checkwriting for Non–Retirement Accounts (PDF) Prefill Form Download Form
Checkwriting for Retirement Accounts (PDF) Prefill Form Download Form
Deposit Slip Request Online Download Form
Direct Deposit Download Form
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 Download Form
Electronic Funds Transfer (EFT) and Bank Wire (PDF) Request Online Download Form
Fidelity BillPay Request Online Download Form
IRA / Fidelity IRA Single Withdrawal Request Form (PDF) Request Online Download Form
Israel Bond Request (PDF) Download Form
Keogh / Fidelity Retirement Plan Single Withdrawal Request Form Download Form
Non-Prototype Retirement Plan Contribution Form (PDF) Download Form
Non-Retirement Withdrawal Request Request Online Download Form
Sending a Check to Fidelity Download Form
Sending Stock Certificates to Fidelity Download Form
Transfer of Assets from Another Institution Request Online Download Form
Transfer Between Fidelity Accounts Download Form

Account Mailings

Account Statements Request Online  
Address & Personal Information Change Request Online Download Form
Annuity Services Duplicate Statement Request Download Form
Combined Statement/Mailings Download Form
College Investing Plan Duplicate Statement Form (PDF) Download Form
Duplicate Statement Request Form for brokerage (PDF) Download Form
E–Mail Address Change Request Online  
Electronic Prospectuses and Financial Reports Request Online 
Electronic Trade Confirmations Request Online  
Interested Party Statements and Trade Confirmations Download Form
Previous Account Statements Request Online  
Statement Consolidation Download Form

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 – IRA (PDF) Request Online Download Form
Automatic Withdrawals – MRD/Life Expectancy (PDF) Request Online Download Form
Beneficiary Designation Request Online Download Form
Beneficiary Designation and Spousal Consent Form (PDF) Download Form
Changing Ownership of Your Account Download Form
Check Reorder Request Online  
Checkwriting Prefill Form Download Form
Combined Statement/Mailings Download Form
Corporate Resolution Download Form
Deposit Slip Request Online Download Form
Direct Deposit Request Online Download Form
E–Mail Address Change Request Online  
Electronic Funds Transfer (EFT) and Bank Wire (PDF) Request Online Download Form
Electronic Trade Confirmations Request Online  
Estate Planning and Charitable Giving Certification of Trust Form (PDF) Download Form
Fidelity BillPay Request Online Download Form
Fidelity Visa® Gold Check Card (ATM/Debit Card) Request Online  
Foreign Status Certification Download Form
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 Download Form
SSN or TIN Certification Request Online Download Form
Trading Authorization – Full and Limited Download Form
Username Request Online  

Tax and Legal

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
Certification of Trust Form (PDF) Download Form
Corporate Resolution to Transfer Securities Download Form
Cost Basis Update Form Download Form
Employee Stock Options Download Form
Foreign Status Certification Download Form
Omnibus Account Certification Download Form
Power of Attorney Download Form
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) Request Online Download Form

Giving Access to Someone Other than Yourself

Power of Attorney Download Form
Trading Authorization – Full and Limited Download Form
Trustee Certification Download Form

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
Standing Check Payment Instructions (PDF) Download Form
Successor Designation (PDF) Request Online 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 Download Form
Distribution Request Download Form
Electronic Funds Transfer (EFT) and Bank Wire (PDF) Request Online 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 Portfolio Advisory Services Client Agreement (PDF) Download Form
Fidelity Strategic Disciplines Client Agreement (PDF) Download Form
Fidelity Strategic Disciplines Program Fundamentals (PDF) Download Form
Investor Selected Strategy Form (PDF) Download Form
Transfer of Assets from Another Institution Request 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

Contract Change

Annuity Address Change (PDF) Download Form
Annuity Name Change (PDF) Request Online 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 Growth and Guaranteed Income, Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves —Owner change to TRUST only (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
Non–Fidelity contracts issued by a third party insurance company (PDF) Download Form

Electronic Funds Transfer (EFT) & Systematic Investment

Annuity Electronic Funds Transfer (EFT) (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Additional Purchase (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Annuity Automatic Rebalancing (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Automatic Annuity Builder (PDF) Download Form
Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Dollar Cost Averaging (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

Full & Partial Withdrawal

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

Taxpayer ID (Substitute Form W-9)(PDF) Request Online 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

Trust Owned Annuities

Fidelity Growth and Guaranteed Income, Fidelity Guaranteed Income Annuity, Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Trustee Change (PDF) Download Form
MetLife Growth and Guaranteed Income — Trustee Certification (PDF) Download Form

Life Insurance

Policy Change

Term Life Owner and Policy Change (PDF) Download Form
Term Life Beneficiary Change (PDF) Download Form

Term Life Insurance Billing Form

Policies issued in All States (Except New York) (PDF) Download Form
Policies issued in New York (PDF) Download Form

Beneficial Ownership

Beneficial Ownership-Entities Download Form
Beneficial Ownership-Trusts Download Form

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