Application forms
Forms for companies and trusts
Before opening a company or trust account please review our guide to company and trust accounts.
The forms below were updated in April 2025 and replace all existing forms for company and trust accounts. Please ensure you use the correct form to open a new company or trust account or when you send in dealing or maintenance instructions. This will help to avoid delays in processing your instruction.
Please make sure you have read the current Doing Business with Fidelity guide for these types of accounts.
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Account type |
Download form |
Form available for online upload |
|---|---|---|
|
Company, charity, society application form |
No - please complete and post to us at: |
|
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Personal pension trust application form (SIPP scheme) for corporate and individual trustees |
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Occupational pension scheme / Small Self-Administered Scheme (SSAS) application form |
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Private trust application form |
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Bare trust for a child application form |
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Re-registration / Transfer form |
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Re-registration / Transfer letter of authority form |
Please make sure you have read the current Doing Business with Fidelity guide for these types of accounts.
|
Task |
Download Form |
Form available for online upload (for private trust accounts only. Company and pension trust accounts need to send us the form by post) |
|---|---|---|
|
Top up form |
Yes |
|
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Switch form |
Yes |
|
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Sell and withdrawal form |
Yes |
|
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Regular savings plan form (set up/amend/cancel) |
Yes |
|
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Withdrawal plan form (set up/amend/cancel) |
Yes |
|
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Income form (set up/amend) |
Yes |
|
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Cash Management Account form |
Yes |
|
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Change of trustees form |
Yes |
|
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Joint holders special renunciation form (for private trust accounts only) |
Yes |
|
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Additional information form |
This form will be added soon |
Not yet |
|
Additional information |
This form will be added soon |
Not yet |
