Forms & Applications

401(k) plan forms:

401k participants and employees of corporations: To enroll or for forms related to managing your existing workplace retirement account with Fidelity, log in to your account.

403(b) plan forms:

Before you download and fill out any forms on this page, please confirm that you can use the generic enrollment forms provided on this site. Some plans will not accept generic forms, so please contact your benefits office.

Loan forms:

Minimum required distribution (MRD) forms:



Additional forms:

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