Download & Complete the Fidelity Account® Application for Trusts

Open, read, and print the following documents to send to Fidelity

Fidelity Account® Trust Application (PDF)
Print, complete, sign in ink, and mail your application to the address included in the application.

Fidelity Certification of Trust (PDF)
Print, complete, sign and notarize, and mail with your application.
See helpful tips for completing the Fidelity Certification of Trust (PDF)

If you are unable to access these documents, you can have paper copies mailed to you by calling 800-343-3548.

To view the account's supporting documents, please return to the supporting documents page.