Download & Complete the Fidelity SEP IRA Application
Open, read, and print the following documents to send to Fidelity
Fidelity SEP IRA Account Application (PDF)
Print, complete, sign in ink, and mail your application to the address included in the application. If you have employees, please have each eligible employee complete and sign an application.
IRS Form 5305-SEP (PDF)
If you are an employer establishing a new Fidelity SEP IRA plan, complete and retain this form for your company's plan records.
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.