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Download a Fidelity Self-Employed 401k Retirement Plan Application

These documents are presented in a pop-up window. If you are unable to access or view any of these documents, please call 800-544-6666 to have copies mailed to you at no additional charge.
Selecting the I Agree button below signifies that you acknowledge that you have been provided, have read, understood, and agree to be bound by the current terms of, and as may be amended from time to time, the documents above in electronic format including the information and provisions set forth in this account application. This consent applies only to this new account process and the delivery of the Fidelity Retirement Plan, Basic Plan Document No. 4, Amendments, IRS Opinion Letters, Brokerage Retirement Account Customer Agreement, core position documentation, and other supplemental legal documents (PDF)(e.g., Commission Schedule and Schedule of Fees).
Access Account Application (PDF).
This account is intended for U.S. residents only with a valid U.S. address. Non-U.S residents should visit our International Investment site.
Fidelity Investments is a registered trademark owned by FMR LLC. Accounts are carried with our affiliate, National Financial Services LLC, Member NYSE, SIPC, a member of the New York Stock Exchange and other principal exchanges. Fidelity Investments, P.O. Box 5000, Cincinnati, OH 45273-8669.