Get Fidelity Advisor Roth Ira Application Form

Completing the Fidelity Advisor Roth IRA Application Form online is a straightforward process that allows users to establish their retirement plan efficiently. This guide will walk you through each step and section of the form to ensure you provide the necessary information accurately.

Follow the steps to fill out the application form accurately and efficiently.

1. Click 'Get Form' button to obtain the form and open it for editing.
2. Begin with Section 1, 'Tell Us About Yourself.' Enter your name, social security number, home address, and contact details. Ensure that the social security number is accurate to avoid processing delays.
3. Fill in your citizenship status and select your marital status from the options provided. This information is relevant for eligibility criteria.
4. Provide your employment details, including employer name, title, and length of employment. This helps in assessing your financial background.
5. Complete the identification section by submitting primary and secondary forms of identification as specified. Ensure they are current and valid.
6. In the 'Know Your Client (KYC) Profile' section, indicate how you were introduced to Union Bank and check the purpose of your account. Be comprehensive in your selections to properly outline your objectives.
7. Proceed to Section 2, 'Investor Profile,' where you will input your annual income, estimated net worth, and risk tolerance. This information is crucial for investment decisions.
8. Designate your beneficiary(ies) in Section 3. Provide the names and details of your primary and contingent beneficiaries, making sure that the total shares equal 100%.
9. Choose the type of plan you would like to enroll in, as stated in Section 4. Indicate whether it is a Traditional IRA, Roth IRA, or SEP IRA and provide any necessary details regarding contributions or transfers.
10. Select account features that apply to your investment needs in Section 5. Carefully review your options.
11. Read the agreement in Section 6 thoroughly. By signing, you acknowledge and agree to the terms outlined for the IRA plan you are applying for.
12. Finally, review all entered information for accuracy before saving your changes. Save the filled application form, and then you can download, print, or share it as needed.

Start filling out your Fidelity Advisor Roth IRA Application Form online today and take the first step towards securing your financial future.