Download the Inherited IRA Application Supporting Documents for Entities, Trusts, Minor Inheritors, & Others
Please agree to the electronic delivery of the documents that will govern your account. You can then download the account application on the next page.
Open, read, and print the application’s supporting documents
Fidelity IRA Customer Agreement and Supporting Documents (PDF)
This PDF contains documents that govern your account, including the customer agreement and information concerning the FDIC sweep program, privacy, fees, commissions, and your core position.
The prospectus for the Fidelity® Government Money Market Fund—an option for your core position.
We encourage you to print or save these documents for future reference.
You can have paper copies mailed to you by calling 800-544-6666.
Agree that we have provided you with the supporting documents online
By selecting I Agree, you consent to electronic delivery of the IRA Custodial Agreement and Disclosure Statement, Brokerage Retirement Customer Account Agreement, and Fidelity® Government Money Market Fund prospectus; and you consent to the privacy, fee, commission, and available core position options (including the FDIC-Insured Deposit Sweep Program and the Fidelity® Government Money Market Fund) contained within them.
The Account Application will be available on the next page.