Forms and applications

Access our most popular forms below, or select All Forms to see a complete list. Most forms can be completed online, or you can download a PDF where it's offered to fill out a paper copy. Forms that do not link to an online application are currently not available digitally.

Account forms

Manage profile informationLog In Required


Visit Profile to quickly update your username and password, email address, mailing address and other personal information–no forms required.

Grant account authorityLog In Required


Add or remove family members or other trusted parties the ability to view account information, place trades, and make other changes in your accounts, including annuities.

Manage beneficiaries


Add, remove, or update beneficiary information for Fidelity retirement, HSA, and term life accounts.

Change addressLog In Required


Update the legal or mailing address for an owner or authorized individual on an account.

Change of registrationLog In Required


Change the ownership or registration on your Fidelity nonretirement accounts.

Transaction forms

Link a bank accountLog In Required


Link a bank to your Fidelity accounts to transfer money via bank wire or electronic funds transfer (EFT).

Automatic withdrawals


Schedule automatic withdrawals from your Fidelity accounts, including withdrawal plans for RMDs and earnings.

Transfer assets to Fidelity


Transfer investments or retirement plans currently held by another institution to Fidelity.

Withdrawals


Access paper forms for one-time withdrawals from annuities, HSAs, IRAs, and other accounts. You can also complete many of these transactions online.

CheckwritingLog In Required


Add checkwriting to an existing nonretirement, Health Savings Account (HSA), the Fidelity® Cash Management Account, or IRA account.

IRA

Inherit an IRA from a spouse or non-spouse


Transfer money from an IRA or workplace savings account you’ve inherited from a spouse, relative, or other benefactor.

Inherit an IRA as an entity, estate, or trust


Open an inherited IRA account to transfer funds from an IRA owner who has named your entity, estate, or trust as their beneficiary.

See all forms

Looking for tax forms?

View your tax documents for the fiscal yearLog In Required

Already started a request online?Log In Required

Pick up where you left off.

Adobe Acrobat®

To view PDFs, be sure to download the latest version of Adobe Acrobat reader.

Need something notarized?

NotaryCam is one option to help you access notary services online.