Download & Complete the Fidelity Account® Application for Estates

Open, read, and print the application to send to Fidelity

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

If you are unable to access the PDF application, you can have a paper copy mailed to you by calling 800-343-3548.

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