Application forms

Find forms and quick links related to your accounts

Forms related to your accounts

ISA

Task Apply online Download form
Open an ISA Open Online only
Transfer an ISA Transfer Online only
Add money to my ISA Add cash Online only
Sell funds Sell Online only
Amend my Regular Savings Plan Amend Online only
Switch between funds Switch Online only
Bed and ISA N/A Bed and ISA
Bed and ISA on behalf of someone N/A  Sell Investment funds
Open an ISA
Deed of gift
Amend my bank details N/A  Amend bank details

SIPP

Tasks Apply online Download form
Open a SIPP Open Fidelity SIPP
Transfer my SIPP Transfer Fidelity SIPP transfer
Add money to my SIPP Add cash Fidelity SIPP top-up
Amend a regular savings plan Amend Fidelity SIPP RSP
Switch between funds Switch Online only
Nominate my beneficiaries N/A Nominate beneficiaries
Record my employer contributions N/A Employer Contributions Record
Income amendment N/A Please read the Essential information for retirement income options before completing the Fidelity SIPP income amendment form.

 

Investment Account

Task Apply online Download form
Open an Investment account Open Online only
Transfer my investments Transfer Online only
Add money to my Investment account Add cash Online only
Sell funds Sell Online only
Amend a Regular Savings Plan Regular savings Online only
Switch between funds Switch Online only
Amend my bank details N/A Amend bank details
Trust Investments N/A Application form
Bare Trust for a child N/A Application form

 

Junior ISA

Task Apply online Download form
Open a Junior ISA N/A Junior ISA
Add money to my ISA Add cash Online only
Amend my Regular Savings Plan N/A Junior ISA top-up
Switch between funds Switch Online only
Change a registered contact N/A Junior ISA change contact

Junior SIPP

Task Apply online Download form
Open a Junior SIPP N/A Junior SIPP
Add money to a Junior SIPP N/A Junior SIPP top-up
Amend my Regular Savings Plan N/A Junior SIPP RSP
Switch between funds N/A Junior SIPP switch

General tasks

Tasks Download form
Transfer stocks Stock transfer form
Change my address Change of address form
Add someone to my account Joint holder supplement form
Allow someone to transact on my account Joint holder special renunciation authority form
Let us know how income is to be paid Income Instruction form
Setup or Amend a Withdrawal Plan Regular Withdrawal Plan Form
Claim back my exit fee Exit fee reimbursement form
Transfer SICAV stocks Stock transfer form
Open an account with money gifted to you Deed of gift form

Forms related to Power of Attorney customers

Find out how to register Power of Attorney with us. Once you’ve done this, use the links below to download any additional forms.

Open an account

Investment product Download form
ISA Download form
Investment Account Download form
SICAV (offshore) funds Download form

 

Add money to an existing account

Investment product Download form
ISA Download form
Junior ISA Download form
Investment Account Download form
Fidelity SIPP Download form
Junior SIPP Download form

Amend a regular savings plan

Investment product Download form
ISA Download form
Junior ISA Download form
Investment Account  Download form
Fidelity SIPP  Download form
Junior SIPP  Download form

Switch between funds

Investment product Download form
ISA Download form
Junior ISA Download form
Investment Account  Download form 
Fidelity SIPP Download form
Junior SIPP  Download form

Transfer investments

Investment product Download form
Fidelity SIPP Download form

Sell funds

Investment product Download form
ISA Download form
Investment funds Download form