• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Forms & Applications

Easily find the form or application you are looking for by choosing from our Most Popular Forms below or selecting All Forms to see a complete list.

Questions?

Additional resources

Update your profile.
Change or set up your username/password, email, mailing address, beneficiaries, and other personal settings.

553267.48.0
close

Automatic Withdrawals

You can either complete this task online, or download a PDF to print, fill out, and mail.

Automatic Withdrawals – Fidelity Inherited IRA    Download PDF
Automatic Withdrawals – Fidelity Retirement Plan    Download PDF
Automatic Withdrawals – IRA Complete online Download PDF
Automatic Withdrawals – IRA Earnings Plan Complete online Download PDF
Automatic Withdrawals – MRD/Life Expectancy Complete online Download PDF
Automatic Withdrawals – Non-Retirement   Download PDF
Automatic Withdrawals – Nonretirement Earnings Plan Complete online Download PDF
close

Beneficiaries

You can either complete this task online, or download a PDF to print, fill out, and mail.

Beneficiaries – 529 Plan Complete online Download PDF
Beneficiaries – Annuities Complete online Download PDF
Beneficiaries – Annuities - MetLife Growth and IncomeSM(for contracts that begin with 8) Complete online Download PDF
Beneficiaries – Annuities - Retirement Reserves (for New York residents and contracts that begin with 4 or 5) Complete online Download PDF
Beneficiaries – Fidelity IRA/HSA  Complete online Download PDF
Beneficiaries – Fidelity Retirement Plan (Self-Employed 401(k)/Keogh) Complete online Download PDF
Beneficiaries – Nonretirement Transfer on Death  Complete online Download PDF
Beneficiaries – Term Life Insurance    Download PDF
close

Change Address

close

Change of Registration

You can either complete this task online, or download a PDF to print, fill out, and mail.

Change of Registration – Cash Management Account® Complete onlineLog In Required Download PDF
Change of Registration – Fidelity Account® Complete onlineLog In Required Download PDF
Change of Registration/Transfer Ownership
Mutual Fund Only account (Fidelity Funds) – Individual, Joint, or Custodial
Complete onlineLog In Required Download PDFLog In Required
Change of Registration/Transfer Ownership
Mutual Fund Only account (Fidelity Funds) – Trust, Estate, Guardian, or Conservator Account
Complete onlineLog In Required Download PDF
close

Checkwriting

close

Electronic Funds Transfer (EFT) and Bank Wire

close

Inheritor IRA

close

Margin Borrowing Application

close

Non-Retirement Brokerage Account (Individual, Joint, or Custodial (UGMA/UTMA))

You can either complete this task online, or download a PDF to print, fill out, and mail.

Business Brokerage Account   Download PDF
Custodial (UGMA/UTMA) Account Complete Online Download PDF
Non-Retirement Brokerage Account for All Account Types Except Individual and Joint   Download PDF
Non-Retirement Brokerage Account (Individual, Joint, or Custodial (UGMA/UTMA)) Complete online Download PDF
close

Withdrawal (One-Time) – IRA

close

Recharacterize IRA Contributions

close

Return of Excess Contribution

close

Trading Authority

close

Withdrawals

You can either complete this task online, or download a PDF to print, fill out, and mail.

Withdrawal – 529 Plan Complete online Download PDF
Withdrawal – Investment-Only Retirement Account   Download PDF
Withdrawal (One-Time) – Fidelity Income Advantage® and Fidelity Freedom Lifetime Income® Annuity   Download PDF
Withdrawal (One-Time) – Fidelity Personal Retirement Annuity® and Fidelity Retirement Reserves® Annuity   Download PDF
Withdrawal (One-Time) – Health Savings Account (HSA)   Download PDF
Withdrawal (One-Time) – IRA Complete online Download PDF
Withdrawal (One-Time) – MetLife Growth and IncomeSM Annuity   Download PDF
Withdrawal (One-Time) – Non-Retirement Account Complete online Download PDF
Withdrawal (One-Time) – Retirement Plan (Keogh)   Download PDF
close

Transfer of Assets from Another Institution