New Account Applications |
Investing & Trading |
| Brokerage Account – The Fidelity Account (Individual or Joint) |
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| Brokerage Account – The Fidelity Account (For Business) |
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Saving for Retirement |
| Roth IRA |
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| Traditional IRA |
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| Rollover IRA |
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| SEP–IRA |
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| Simple–IRA |
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| Self–Employed 401(k) |
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| Non–Prototype Retirement Account |
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| Inherited IRA Application |
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| Inherited Roth IRA |
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Saving for Education |
| 529 Account – UNIQUE College Investing Plan (NH/National) |
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| 529 Account – Fidelity Arizona College Savings Plan |
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| 529 Account – Delaware College Investment Plan |
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| 529 Account – U.Fund College Investing Plan (MA) |
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| Custodial Account (UGMA/UTMA) |
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Charitable Giving & Estate Planning |
| Fidelity Charitable Gift Fund |
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| Fidelity Private Foundation Services |
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| Trust Account |
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| Estate Account |
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| Non–Trust Fiduciary Account |
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Cash Management |
| Fidelity® Cash Management Account |
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| Fidelity® Cash Management Account Deposit Slip |
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| Fidelity® Cash Management Account – Trust |
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| Fidelity® Cash Management Account Trustee Certification (PDF) |
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Account Features |
| Account Statements |
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| Address & Personal Information Change |
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| Automatic Investments |
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| Automatic Withdrawals – IRA |
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| Automatic Withdrawals – MRD/Life Expectancy |
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| Automatic Withdrawals – IRAs Earnings Plan Retirement Account |
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| Automatic Withdrawals – Non-Retirement Account Earnings Plan |
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| Cash Management Features Form (PDF) |
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| Check Reorder |
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| Deposit Slip |
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| Direct Deposit (PDF) |
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| Dividends and Capital Gains Payment Instructions |
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| Dividends and Interest Form |
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| Electronic Funds Transfer (EFT) and Bank Wire (PDF) |
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| Electronic Prospectuses and Financial Reports |
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| Electronic Trade Confirmations |
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| Enhanced Benefits for Visa® Gold Cardholders (PDF) |
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| Fidelity BillPay |
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| Fidelity Credit Cards |
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| Fidelity Visa® Gold Check Card (ATM/Debit Card) |
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| Margin Borrowing |
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| Options Account Application and Agreement (PDF) |
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| Options Spread Agreement for IRA Accounts (PDF) |
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| Username |
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Retirement Accounts |
| 401(k) Contribution Remittance Form (PDF) |
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| Automatic Investments |
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| Automatic Withdrawals – IRA (PDF) |
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| Automatic Withdrawals – MRD/Life Expectancy (PDF) |
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| Beneficiary Designation |
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| Check Reorder |
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| Co-Executor Affidavit and Indemnification Form (PDF) |
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| Convert your IRA to a Roth IRA (PDF) |
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| Deposit Slip |
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| Distribution Request |
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| Fidelity Inherited IRA Personal Withdrawal Service (PDF) |
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| Fidelity Non–Retirement Redemption Form (PDF) |
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| Fidelity Retirement Plan Information Form Instructions (PDF) |
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| Fidelity Retirement Plan Personal Withdrawal Service Request (PDF) |
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| Financial Advisor Fee Request (PDF) |
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| Inherited IRA Application |
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| Inherited Roth IRA |
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| Instruction Form to Claim Assets of Deceased Spouse’s IRA (PDF) |
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| IRA Return of Excess Contribution Request (PDF) |
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| Minimum Required Distribution Form (PDF) |
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| Non-Prototype Retirement Account |
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| Non-Prototype Retirement Plan Withdrawal Form (PDF) |
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| Recharacterize Your IRA Contributions (PDF) |
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| Retirement Specialized Investment (PDF) |
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| Rollover IRA |
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| Roth IRA |
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| Self–Employed 401(k) |
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| SEP–IRA |
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| SEP–IRA Supplemental (PDF) |
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| SIMPLE–IRA |
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| Traditional IRA |
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| Transfer of Assets from Another Institution |
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Moving Money To/From Your Fidelity Account |
| 529 College Investing Plan Allocation Change (PDF) |
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| 529 College Investing Plan Rollover Form (PDF) |
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| 529 Withdrawals |
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| Automatic Investments |
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| Automatic Investments Non-Retirement Accounts (PDF) |
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| Automatic Investments Annuity Accounts (PDF) |
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| Automatic Investments 529 College Investing (PDF) |
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| Automatic Investments Individual Retirement Accounts (PDF) |
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| Automatic Withdrawals – IRA (PDF) |
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| Automatic Withdrawals – MRD/Life Expectancy (PDF) |
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| Bill Payment for Health Savings Accounts |
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| Checkwriting for Non–Retirement Accounts (PDF) |
Prefill Form |
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| Checkwriting for Retirement Accounts (PDF) |
Prefill Form |
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| Deposit Slip |
Request Online |
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| Direct Deposit |
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| Direct Deposit for 529 College Investing (PDF) |
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| Direct Deposit of Federal Government Checks (PDF) |
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| Direct Deposit from Fidelity Income Annuity Form (PDF) |
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| Distribution Request |
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| Electronic Funds Transfer (EFT) and Bank Wire (PDF) |
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| Fidelity BillPay |
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| IRA / Fidelity IRA Single Withdrawal Request Form (PDF) |
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| Israel Bond Request (PDF) |
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| Keogh / Fidelity Retirement Plan Single Withdrawal Request Form |
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| Non-Prototype Retirement Plan Contribution Form (PDF) |
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| Non-Retirement Withdrawal Request |
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| Sending a Check to Fidelity |
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| Sending Stock Certificates to Fidelity |
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| Transfer of Assets from Another Institution |
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| Transfer Between Fidelity Accounts |
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Account Mailings |
| Account Statements |
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| Address & Personal Information Change |
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| Annuity Services Duplicate Statement Request |
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| Combined Statement/Mailings |
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| College Investing Plan Duplicate Statement Form (PDF) |
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| Duplicate Statement Request Form for brokerage (PDF) |
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| E–Mail Address Change |
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| Electronic Prospectuses and Financial Reports |
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| Electronic Trade Confirmations |
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| Interested Party Statements and Trade Confirmations |
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| Previous Account Statements |
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| Statement Consolidation |
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Making Changes to Your Account |
| 529 College Investing Plan Allocation Change |
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| Account Access Rights |
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|
| Account Statements |
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|
| Address & Personal Information Change |
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| Automatic Investments |
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|
| Automatic Withdrawals – IRA (PDF) |
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| Automatic Withdrawals – MRD/Life Expectancy (PDF) |
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| Beneficiary Designation |
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| Beneficiary Designation and Spousal Consent Form (PDF) |
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| Changing Ownership of Your Account |
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| Check Reorder |
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| Checkwriting |
Prefill Form |
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| Combined Statement/Mailings |
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| Corporate Resolution |
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| Deposit Slip |
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| Direct Deposit |
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| E–Mail Address Change |
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|
| Electronic Funds Transfer (EFT) and Bank Wire (PDF) |
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| Electronic Trade Confirmations |
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|
| Estate Planning and Charitable Giving Certification of Trust Form (PDF) |
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| Fidelity BillPay |
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| Fidelity Visa® Gold Check Card (ATM/Debit Card) |
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| Foreign Status Certification |
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| Electronic Prospectuses and Financial Reports |
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| Name Change |
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| Password Reset or Update |
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| Phone Number Change |
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| Statement Consolidation |
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| SSN or TIN Certification |
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| Trading Authorization – Full and Limited |
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| Username |
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Tax and Legal |
| Canadian Revenue Agency (CRA) Form NR301 |
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| Canadian Revenue Agency (CRA) Form NR302 |
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| Canadian Revenue Agency (CRA) Form NR303 |
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| Canadian Revenue Agency (CRA) Letter of Exemption Coversheet |
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| Canadian Revenue Agency (CRA) Tax Treaty Certification |
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| Certification of Trust Form (PDF) |
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| Corporate Resolution to Transfer Securities |
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| Cost Basis Update Form |
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| Employee Stock Options |
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| Foreign Status Certification |
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| Omnibus Account Certification |
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| Power of Attorney |
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| Rule 144 Seller's Certification |
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| Rule 144(k) Seller's Certification |
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| Rule 145 Seller's Certification (PDF) |
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| SEC Form 144 |
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| SEC Rule 701(g)(3) Seller's Certification |
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| Special Tax 83(b) Election (PDF) |
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| Taxpayer ID (Substitute Form W9) |
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Giving Access to Someone Other than Yourself |
| Power of Attorney |
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| Trading Authorization – Full and Limited |
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| Trustee Certification |
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Stock Plan Services |
| Control/Restricted Securities Questionnaire (PDF) |
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| Corporate Resolution to Transfer Securities (PDF) |
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| Employee Stock Option Notice of Intent and Agreement (PDF) |
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| Irrevocable Stock or Bond Power Form (PDF) |
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| Rule 144/145 Seller’s Letter for Affiliates (PDF) |
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| Sales or Legend Removal for Non-Affiliates (PDF) |
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| SEC Rule 701 Seller’s Letter (PDF) |
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| SEC Form 144 (PDF) |
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| Special Tax 83(b) election (PDF) |
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| Stock Plan Services Transfer form (PDF) |
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College Investing Plan (529) |
| Automatic Investments (PDF) |
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| Beneficiary Designation (PDF) |
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| Direct Deposit (PDF) |
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| Distribution Request (PDF) |
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| Standing Check Payment Instructions (PDF) |
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| Successor Designation (PDF) |
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| Transfer of Assets from Another Institution (PDF) |
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| Trustee Certification (PDF) |
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Portfolio Advisory Services |
| Account Aggregation Form (PDF) |
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| Automatic Investments Form (PDF) |
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| Beneficiary Designation |
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| Distribution Request |
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| Electronic Funds Transfer (EFT) and Bank Wire (PDF) |
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| Fidelity Personalized Portfolios Client Agreement (PDF) |
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| Fidelity Personalized Portfolios for Trusts Program Fundamentals (PDF) |
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| Fidelity Personalized Portfolios Program Fundamentals (PDF) |
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| Fidelity Portfolio Advisory Service Program Fundamentals (PDF) |
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| Fidelity Portfolio Advisory Services Client Agreement (PDF) |
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| Fidelity Strategic Disciplines Client Agreement (PDF) |
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| Fidelity Strategic Disciplines Program Fundamentals (PDF) |
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| Investor Selected Strategy Form (PDF) |
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| Transfer of Assets from Another Institution |
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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) |
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| Fidelity Retirement Reserves (New York) (PDF) |
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| MetLife Growth and Guaranteed Income (PDF) |
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Contract Change |
| Annuity Address Change (PDF) |
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| Annuity Name Change (PDF) |
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| Fidelity Guaranteed Income Annuity — Payee Change (PDF) |
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| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Owner/Annuitant Change (PDF) |
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| Fidelity Growth and Guaranteed Income, Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves —Owner change to TRUST only (PDF) |
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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) |
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| MetLife Growth and Guaranteed Income (PDF) |
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| Non–Fidelity contracts issued by a third party insurance company (PDF) |
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Electronic Funds Transfer (EFT) & Systematic Investment |
| Annuity Electronic Funds Transfer (EFT) (PDF) |
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| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Additional Purchase (PDF) |
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| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Annuity Automatic Rebalancing (PDF) |
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| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Automatic Annuity Builder (PDF) |
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| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Dollar Cost Averaging (PDF) |
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Exchanges in Writing |
| Fidelity Freedom Lifetime Income (PDF) |
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| Fidelity Growth and Guaranteed Income (PDF) |
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| Fidelity Income Advantage, Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves (PDF) |
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Full & Partial Withdrawal |
| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves (PDF) |
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| Fidelity Growth and Guaranteed Income (PDF) |
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| Fidelity Income Advantage and Fidelity Freedom Lifetime Income (PDF) |
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| MetLife Growth and Guaranteed Income (PDF) |
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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) |
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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) |
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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 – New York Residents (PDF) |
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| MetLife Growth and Guaranteed Income — Durable Power of Attorney (PDF) |
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Systematic Withdrawal |
| Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves (PDF) |
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| Fidelity Growth and Guaranteed Income (PDF) |
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| MetLife Growth and Guaranteed Income (PDF) |
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Tax Information |
| Taxpayer ID (Substitute Form W-9)(PDF) |
Request Online |
Download Form |
| Understanding your 1099-R (PDF) |
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Trading Authorization |
| Fidelity Freedom Lifetime Income, Fidelity Growth and Guaranteed Income, Fidelity Income Advantage, Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves (PDF) |
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Trust Owned Annuities |
| Fidelity Growth and Guaranteed Income, Fidelity Guaranteed Income Annuity, Fidelity Personal Retirement Annuity and Fidelity Retirement Reserves — Trustee Change (PDF) |
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| MetLife Growth and Guaranteed Income — Trustee Certification (PDF) |
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Life Insurance |
Policy Change |
| Term Life Owner and Policy Change (PDF) |
Download Form |
| Term Life Beneficiary Change (PDF) |
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Term Life Insurance Billing Form |
| Policies issued in All States (Except New York) (PDF) |
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| Policies issued in New York (PDF) |
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Beneficial Ownership |
| Beneficial Ownership-Entities |
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| Beneficial Ownership-Trusts |
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