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Fidelity Investment-Only (Non-Prototype) Retirement Account Application, page 1

Complex · 73/100Form Complexity Index

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What this form asks for

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The Fidelity Investment-Only (Non-Prototype) Retirement Account Application is an 8-page form that allows plan trustees to establish a Fidelity brokerage account exclusively as an investment vehicle for qualified retirement plans under IRC Section 401(a), including 401(k), profit sharing, money purchase, and defined benefit plans. Fidelity provides only the investment platform and does not offer trustee, recordkeeping, tax withholding, or tax reporting services for these accounts. The form collects plan information, trustee details, financial profile, funding instructions, and account feature preferences, and requires ink signatures from all trustees. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.

Fillable fields188

Pages9

Sections52

Form Complexity IndexComplex, 73/100

The AI checks your answers before you download

16 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Ensures the Plan Tax ID Number Type and Value Are Consistent and Properly Formatted

This check verifies that exactly one Tax ID type (SSN, EIN, or ITIN) is selected for the plan and that the corresponding number matches the expected format for that type: SSN as XXX-XX-XXXX (9 digits), EIN as XX-XXXXXXX (9 digits), or ITIN as 9XX-XX-XXXX beginning with a 9. The Tax ID Number is a required field and is critical for IRS compliance and tax reporting purposes. If no type is selected, the wrong format is used, or the field is left blank, the application cannot be processed and the account cannot be opened.

Ensures the Date Plan Established Is a Valid Date in the Correct Format and Not a Future Date

This check validates that the Date Plan Established field is populated in the required mm/dd/yyyy format, contains a real calendar date (e.g., not 13/45/2020), and does not represent a date in the future. A plan establishment date is required to confirm the plan's existence and eligibility under Section 401(a) of the Internal Revenue Code. If the date is missing, improperly formatted, or set in the future, the application will be flagged as incomplete and cannot be submitted for account opening.

Ensures Plan Structure Selection Is Made and Is Mutually Exclusive Between Option A and Option B

This check confirms that exactly one Plan Structure option is selected — either Option A (trustee-directed pooled account) or Option B (FBO account for one participant) — and that both options are not simultaneously checked. The plan structure determines the account type and regulatory requirements, and selecting both or neither creates an irreconcilable conflict in account setup. If no selection is made or both are selected, the application must be returned to the applicant for clarification before processing can proceed.

Ensures FBO Participant Information Is Fully Completed When Option B Is Selected

When Option B (FBO account) is selected as the Plan Structure, this check verifies that the participant's First Name, Last Name, and Taxpayer ID Number (with type selected) are all provided and properly formatted. These fields are conditionally required and are necessary to identify the individual beneficiary of the account for recordkeeping and regulatory compliance. If Option B is selected but any of these participant fields are left blank or improperly filled, the application is incomplete and cannot be processed.

Ensures Plan Trustee 1 Required Fields Are All Populated Including Full Legal Name, Date of Birth, Tax ID, Permanent Address, Mobile Phone, and Email

This check validates that all mandatory fields for Plan Trustee 1 are completed: First Name, Last Name, Date of Birth, Taxpayer ID Number (with type), Permanent Street Address (no PO boxes), City, State, ZIP, Mobile Phone, and Email Address. These fields are explicitly required by the form for account security, transactional alerts, and regulatory identity verification under federal anti-financial-crime regulations. If any of these required fields are missing or blank, the application cannot be opened and must be returned to the applicant.

Ensures Trustee Date of Birth Is a Valid Date, in Correct Format, and Indicates the Trustee Is at Least 18 Years of Age

This check validates that the Date of Birth field for each trustee is in mm/dd/yyyy format, represents a real calendar date, and results in an age of at least 18 years as of the application submission date. The application's signature section explicitly certifies that all trustees are at least 18 years of age and of full legal age in their state of residence. If a trustee's date of birth indicates they are under 18, or if the date is invalid or missing, the application must be rejected as the trustee lacks legal capacity to enter into the agreement.

And 10 more checks

Ensures Foreign Citizen Trustees Provide All Required Government ID Fields Including ID Number, Country of Issuance, Issuance Date, Expiration Date, ID Type, and a Copy of the ID
Ensures the ID Expiration Date for Foreign Citizen Trustees Is Not in the Past
Ensures Broker-Dealer or RIA Association Details Are Provided When the Corresponding Checkbox Is Selected for Either Trustee
Ensures Affiliate Information Is Provided When a Trustee or Household Member Is a Control Person of a Publicly Traded Company
Ensures the Financial Profile Section Has Exactly One Selection in Each of the Five Required Columns
Ensures at Least One Funding Method Is Selected and That the Selected Method's Required Details Are Provided
Ensures the Plan's Permanent Address Does Not Contain a PO Box and That All Address Components Are Present
Ensures All Trustees Have Signed the Application and That Signature Dates Are in the Correct Format and Are Not Future Dates
Ensures Plan Documentation Is Attached for New Accounts Without an Existing Fidelity Non-Prototype Retirement Account
Ensures the Type of Plan Selection Is Made and Corresponds to an Eligible Qualified Plan Under Section 401(a)

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How to Fill Out Fidelity Non-Prototype Retirement Account Application Online for Free in 2026

What the AI walks you through.

Navigate to Instafill.ai, upload the Fidelity Non-Prototype Retirement Account Application PDF, or select it from the available form library to begin filling it out online.
Complete Section 1 (Account Setup) by entering the sponsoring company name, plan name, plan address, state/country of organization, date the plan was established, plan tax ID number, and selecting the plan structure (Option A: trustee-directed pooled account, or Option B: FBO account for one participant).
Fill in the Plan Trustee information for each trustee (up to two on the form), including full legal name, date of birth, taxpayer ID number, permanent and mailing addresses, contact information, citizenship status, employment status, and any broker-dealer or RIA associations and affiliations.
Complete Section 2 (Financial Profile) by selecting the investment objective that best matches the plan's goals and checking the appropriate boxes for annual income, estimated net worth, estimated liquid net worth, and federal tax bracket.
Fill out Section 3 (Funding Your Account) by indicating how the account will be funded—by check, wire transfer, transfer from another firm, or transfer from an existing Fidelity Non-Prototype Retirement Account—and specify any mutual fund purchases.
Review Section 4 (Account Features) and optionally designate an interested party for duplicate statements and confirmations, and select additional features such as checkwriting or margin credit if applicable.
Review all completed information for accuracy, then have all plan trustees sign and date Section 5 (Signature) in ink, attach required plan documentation (trust agreement pages), and submit the completed application to Fidelity via the postage-paid envelope or by mail to the Cincinnati, OH address provided.

Common Mistakes in Completing Fidelity Non-Prototype Retirement Account Application

The ones the AI is built to catch.

Failing to attach required plan documentation

Many applicants forget to attach copies of the plan document trust agreement and/or adoption agreement when opening a new Non-Prototype Retirement Account. The form clearly states that pages showing the full trust name, identity of trustees, and trustee signatures must be included — typically found on the first and last pages of the trust document. Without these documents, Fidelity cannot process the application. To avoid this, gather all plan documents before starting the application and check the box indicating an existing account only if you truly have one already established with Fidelity.

Incorrectly selecting Option A vs. Option B for Plan Structure

Applicants frequently confuse trustee-directed pooled accounts (Option A) with individual FBO accounts (Option B), or attempt to use this form for a participant-directed pooled account, which is explicitly prohibited. This misunderstanding can result in the account being set up incorrectly, causing compliance issues and potential rejection of the application. Carefully read the definitions provided: Option A is for plans where trustees make all investment decisions and participants cannot effect transactions, while Option B is for a single participant's FBO account. If you need accounts for multiple participants, a separate application must be completed for each one.

Using a PO Box for the Plan's Permanent Address

The form explicitly states 'no PO boxes' for the Plan's Permanent Address field, yet applicants frequently enter a PO box number out of habit or convenience. Submitting a PO box in this field will cause the application to be rejected or delayed. Always provide a physical street address for the plan's permanent address. If you need to use a PO box for correspondence, enter it in the separate Mailing Address field provided.

Omitting or incorrectly entering the Plan Tax ID Number

Applicants sometimes leave the Plan Tax ID Number blank, enter their personal Social Security Number instead of the plan's Employer Identification Number (EIN), or fail to check the correct box (SSN, EIN, or ITIN). This is a required field and an incorrect or missing Tax ID can cause IRS reporting issues and account rejection. Verify the plan's EIN with your plan documents or the IRS before completing this field, and ensure you select the correct ID type. Tools like Instafill.ai can help validate that the correct format and type of tax ID is entered.

Missing trustee signatures or not having all trustees sign

The application requires all plan trustees to sign in ink, yet applicants frequently submit the form with only one trustee's signature when multiple trustees exist, or they forget to sign entirely. The form states it cannot be processed without signatures, and all trustees listed must sign — including any additional trustees listed on a separate attached page. Review the signature section carefully before mailing, and if there are more than two trustees, ensure their signatures are included in the designated overflow space on page 7.

Failing to provide mobile phone number and email for trustees

The form explicitly notes that mobile phone number and email are required for account security, transactional alerts, and delivery of communications, yet many applicants leave these fields blank or provide only a landline number. Missing this information can delay account setup and prevent important security notifications from being delivered. Ensure each trustee provides a valid mobile phone number and current email address, as these are used for account verification and ongoing communications.

Incorrectly completing the foreign citizen identification section

Foreign citizen trustees often skip the government identification fields or fail to attach a copy of their unexpired government-issued photo ID, which is explicitly required. Others check 'U.S. citizen' incorrectly to avoid completing the additional fields, which constitutes a false certification. If a trustee is a foreign citizen, all fields in the citizenship box must be completed — including country of citizenship, residency status, government ID number, country of issuance, and both issuance and expiration dates — and a copy of the unexpired ID with photo must be attached.

Not disclosing broker-dealer or registered investment adviser associations

Trustees who are employed by or associated with a broker-dealer, FINRA, a stock exchange, or other financial institution frequently fail to check the appropriate box and provide the required company information. This omission can create compliance violations, as Fidelity is required to send duplicate account statements and confirmations to the associated employer. Even if the association is indirect (e.g., a spouse or immediate family member in the same household), it must be disclosed. Review the Associations section carefully and disclose all relevant affiliations.

Selecting an investment objective profile inconsistent with the financial profile data

Applicants often check an investment objective (e.g., 'Aggressive Growth') without completing the corresponding financial profile fields — annual income, estimated net worth, estimated liquid net worth, and federal tax bracket — or they select a profile that is inconsistent with their financial data. FINRA regulations require this information, and inconsistencies can trigger compliance reviews or rejection. Complete all four financial profile columns honestly and select the investment objective that genuinely reflects the plan's risk tolerance and time horizon.

Providing incorrect or incomplete fund information when purchasing mutual funds

When selecting mutual funds for initial purchase, applicants frequently enter an incorrect fund symbol, leave the fund family or fund name blank, or fail to specify a dollar amount. If no fund selection is made, cash balances default to the Fidelity Government Money Market Fund (Core Position), which may not align with the plan's investment objectives. Double-check the fund symbol against the current prospectus, ensure the fund name and family match exactly, and confirm the investment amount meets any minimum purchase requirements.

Entering the date in the wrong format

Multiple date fields throughout the application (Date Plan Established, Date of Birth, ID Issuance Date, ID Expiration Date, and signature dates) require the mm/dd/yyyy format, but applicants frequently enter dates in other formats such as mm/yyyy, dd/mm/yyyy, or use slashes inconsistently. Incorrect date formats can cause processing delays or data entry errors on the account. Always use the exact mm/dd/yyyy format specified, and double-check all date fields before submitting. AI-powered form filling tools like Instafill.ai can automatically format dates correctly to prevent this common error.

Submitting the application without the required plan documentation for FBO accounts

When opening an FBO (Option B) account for a participant, applicants often forget to provide the participant's full name and Taxpayer ID Number, or they confuse the participant's information with the trustee's information. Each FBO account requires a separate application, and the participant's SSN/EIN/ITIN must be clearly identified. Failure to provide complete participant information will result in the account being unable to be properly established and reported. Ensure the participant's legal name matches their government-issued ID and that the correct taxpayer ID type is selected.

Frequently Asked Questions About Fidelity Non-Prototype Retirement Account Application

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This plan is for your Fidelity Non-Prototype Retirement Account Application: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.

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How does the AI fill out Fidelity Non-Prototype Retirement Account Application?

You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Fidelity Non-Prototype Retirement Account Application, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.

What happens to my information?

It is encrypted in transit and at rest, and it is never used to train AI.

How complex is Fidelity Non-Prototype Retirement Account Application to fill out?

Fidelity Non-Prototype Retirement Account Application has a Form Complexity Index of 73 out of 100, in the complex tier: 188 fillable fields across 9 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.

What is the Fidelity Investment-Only (Non-Prototype) Retirement Account Application used for?

This application is used to open a Fidelity Brokerage Non-Prototype Retirement Account for qualified retirement plans under Section 401(a) of the Internal Revenue Code, such as 401(k), profit sharing, money purchase, and defined benefit plans. Fidelity provides only the investment vehicle — it does not offer trustee, recordkeeping, tax withholding, or tax reporting services for these accounts.

Who needs to complete this application?

Plan trustees of qualified retirement plans under Section 401(a) need to complete this application. All trustees listed on the plan must sign the application in ink, and the form must include information about the sponsoring company, the plan, and each trustee. If there are more than two trustees, their names and required information must be attached on a separate sheet.

What documents do I need to attach when submitting this application?

If you do not already have an existing Fidelity Non-Prototype Retirement Account, you must attach copies of the relevant pages of your plan document, trust agreement, and/or adoption agreement that show the full trust name, identity of trustees, and trustee signatures — typically found on the first and last pages of the trust document. If you are adding a participant to an existing account, plan documentation is not required.

Can I use this application to open a participant-directed pooled account?

No, this application cannot be used to open a participant-directed pooled account. You may use it to set up a trustee-directed pooled account (Option A), where all investment decisions are made by the trustee, or an individual 'For the Benefit Of' (FBO) account for a single participant (Option B). A separate application must be completed for each FBO account.

What is the minimum initial deposit required to open this account?

The minimum initial deposit required to open a Fidelity Non-Prototype Retirement Account is generally $500 in cash and/or eligible securities. You can fund the account by check, wire transfer, transfer from another firm (using a Transfer of Assets form), or by transferring from an existing Fidelity Non-Prototype Retirement Account.

What types of retirement plans qualify for this account?

Only plans qualified under Section 401(a) of the Internal Revenue Code are eligible, including 401(k) plans, profit sharing plans, money purchase plans, and defined benefit/pension plans. Plans that do NOT qualify include 403(b) plans and IRAs.

What information is required for each plan trustee on the application?

Each trustee must provide their full legal name, date of birth, taxpayer ID number (SSN, EIN, or ITIN), permanent address, mailing address (if different), mobile phone number, email address, citizenship status, employment status, and occupation. Foreign citizens must also provide government-issued photo ID details. The first trustee listed will receive all account correspondence.

What happens if a trustee is a foreign citizen?

Foreign citizen trustees must complete additional fields including their country of citizenship, residency status (permanent U.S. resident, nonpermanent U.S. resident, or nonresident of the U.S.), and a government identification number from an unexpired photo ID such as a passport, permanent resident card, or other government-issued ID. A copy of the unexpired ID must be attached to the application.

What account features are available with this Non-Prototype Retirement Account?

The account offers several optional features including duplicate statements and confirmations sent to an interested party (such as a participant), checkwriting privileges (requires a separate Fidelity Checkwriting Form), margin credit (subject to Fidelity's approval and plan allowance), and limited trading authority for plan participants or third parties. Trustees are strongly encouraged to consult a tax or benefits advisor before enabling margin borrowing.

Does Fidelity provide tax reporting or recordkeeping services for this account?

No, Fidelity does not provide trustee, recordkeeping, tax withholding, or tax reporting services for Non-Prototype Retirement Accounts. The trustees assume full fiduciary and administrative responsibility for all applicable recordkeeping, tax reporting, and tax withholding requirements, including IRS Form 990-T filing if margin is used.

Where do I send the completed application?

You can return the completed, signed application using the postage-paid envelope provided, or mail it to: Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0036. All trustees must sign the application in ink before submitting — Fidelity cannot process the application without all required signatures.

Can AI tools like Instafill.ai help me fill out this form?

Yes, AI-powered services like Instafill.ai can help you accurately auto-fill the fields in this form, saving time and reducing errors. Instafill.ai guides you through each required section, including trustee information, plan details, financial profile, and funding options, ensuring nothing is missed before you submit.

How can I fill out this form online using Instafill.ai?

You can upload the Fidelity Non-Prototype Retirement Account Application PDF to Instafill.ai, and the AI will help you fill in all required fields — such as plan information, trustee details, financial profile, and funding selections — directly on screen. Once completed, you can download, print, sign in ink, and mail the form to Fidelity.

What if the PDF version of this form is not fillable?

If you have a flat, non-fillable version of this PDF, Instafill.ai can convert it into an interactive fillable form so you can type your information directly into the document. This eliminates the need to print and handwrite your responses, making the process faster and more accurate.

What is the Financial Profile section, and why is it required?

The Financial Profile section (Section 2) is required by the Financial Industry Regulatory Authority (FINRA) and other industry regulators. It collects information about your company's investment objective, annual income, estimated net worth, estimated liquid net worth, and federal tax bracket. You must select one investment profile (ranging from Short-Term to Most Aggressive) that best matches your plan's goals and risk tolerance.

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