Complete the Fidelity SIMPLE IRA Account Application

Complete the following application and submit

Fidelity SIMPLE IRA Account Application
If you're an existing Fidelity customer and would like to view or update your phone number and email address on file, please go to your Profile pageLog In Required. Please note that you can't update your phone number and email address through submitting a SIMPLE IRA account application.

If you are unable to access this document, you can have paper copies mailed to you by calling 800-343-3548.

Please review the Changes to Your SIMPLE IRA Plan Due To SECURE 2.0 before opening your account.

To view the account's supporting documents, please return to the supporting documents page.