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Get Fidelity Investments Account Application/enrollment Form
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How to fill out the Fidelity Investments Account Application/Enrollment Form online
This guide provides clear instructions on how to complete the Fidelity Investments Account Application/Enrollment Form online. Whether you're opening a new account or consolidating assets, this step-by-step approach will help ensure a smooth application process.
Follow the steps to complete the form successfully.
- Press the ‘Get Form’ button to access the Fidelity Investments Account Application/Enrollment Form and open it in your online editor.
- Begin by providing your personal information in Section 1. Clearly print your name, U.S. Tax ID or Social Security number, date of hire, date of birth, mailing address, and phone numbers. Make sure to fill all fields accurately.
- In the same section, specify your employer's name and if known, provide plan numbers and employer city/state. If you do not have the plan number, select the applicable Employer Plan Types.
- Move to Section 2, Selection of Investment Options. Specify how you want your contributions allocated by using whole percentages. Ensure that your total allocation equals 100%. If you wish to allocate to more than four options, write the additional information on a separate sheet and attach it.
- Proceed to Section 3, Authorization. Read the certification statements carefully and ensure that you comply with the requirements regarding your Social Security number and understanding of the plan terms.
- Finally, provide your signature and date in the Authorization and Signature section. This step is crucial for validating your application.
- Once you have completed all necessary sections and checked for accuracy, save your changes. You may choose to download, print, or share the form as needed.
Start completing your Fidelity Investments Account Application/Enrollment Form online today!
Yes, you can mail a check to Fidelity for various transactions, such as funding your account. Include a note specifying that it’s for your Fidelity Investments Account Application/Enrollment Form and provide your account number. Ensure you send it to the correct address listed on Fidelity’s website to avoid delays.
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