Get Fidelity Simple Ira Application

Filling out the Fidelity Simple IRA application online can seem daunting, but with clear guidance, you can navigate the process smoothly. This guide provides step-by-step instructions to help you complete each section of the application accurately.

Follow the steps to complete your application successfully.

1. Click the ‘Get Form’ button to access the Fidelity Simple IRA application and open it in your editor.
2. Begin with the 'Account Owner' section. Enter your first name, middle initial (if applicable), and last name. Provide your Social Security number or Taxpayer ID number, which must belong to you, not your employer.
3. Fill in your date of birth in the format MM DD YYYY. Next, enter your email address, evening phone number, daytime phone number, and any extension if applicable.
4. Provide your legal or residential address. Ensure that this address is not a P.O. Box, mail drop, or c/o. Include your city, state, and ZIP code.
5. If your mailing address is different from your residential address, indicate it in the mailing address section. If it is the same, check the box provided.
6. Specify your citizenship status. If you are a U.S. citizen, check the appropriate box. If you are a foreign citizen, provide the necessary residency and identification information.
7. Complete the Employment section. Indicate if you are employed or self-employed, and provide the necessary details about your occupation and employer if applicable.
8. Continue filling out the next section, which addresses your financial profile. Select your investment objective and provide your annual income and estimated net worth.
9. Choose your core position for uninvested money from the options provided in the form.
10. Specify your contribution allocation if you wish for your contributions to be automatically invested in mutual funds. Ensure to meet the minimum percentage requirement.
11. In the beneficiaries section, you may designate beneficiaries for your account. Fill out the relevant information as necessary.
12. Finally, provide your signatures and dates at the end of the application to confirm that all information is accurate.
13. Once completed, save your changes, download, print, or share the form as required.

Complete your Fidelity Simple IRA application online today to secure your future.