Get Fidelity Application Form 2020-2025

Filling out the Fidelity Application Form online can be a straightforward process if you follow the right steps. This guide provides clear, step-by-step instructions to help you complete the application accurately and efficiently.

Follow the steps to complete the Fidelity Application Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the account type you wish to open by checking the appropriate box for Traditional IRA, Rollover IRA, or Roth IRA. Ensure you understand the differences between these account types.
3. Provide your personal information in the 'Account Owner' section. Fill in your first name, middle initial, last name, date of birth, social security number or taxpayer ID, email, and phone numbers.
4. Enter your legal or residential address. This must be the address used for tax reporting and cannot be a P.O. Box.
5. Indicate your citizenship status. If you are a U.S. citizen, check the appropriate box. If you are a foreign citizen, follow the instructions to provide additional information.
6. In the 'Income Source' section, check your employment status and provide details about your occupation and employer if applicable.
7. Complete the 'Associations and Corporate Control Status' section if it applies to your situation, and provide necessary information if you or someone in your household is associated with a financial services company.
8. Select your investment objectives by checking the box that aligns with your financial goals, from lower-risk options to aggressive growth preferences.
9. Fill out your financial profile by checking the appropriate boxes for annual income, estimated net worth, and estimated liquid net worth.
10. Choose your core position and funding method. Specify if you are funding the account through a one-time contribution, transfer, or rollover.
11. Complete the 'Account Features' section if applicable, including setting up electronic funds transfer or other features.
12. Designate your beneficiaries in the relevant section to ensure your assets are distributed according to your wishes.
13. Sign and date the application in the 'Signature and Date' section, affirming that the provided information is accurate.
14. Review the completed form. Save the changes, then download, print, or share the form as needed.

Ensure your application is filled out correctly and submit it online to open your Fidelity account today.