Download & Complete the Inherited IRA Application

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

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

Transfer of Assets Form (PDF)
If you are transferring money or securities from another firm, please complete, sign, and include this form with your application.

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.