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Application forms

For opening or topping up a SIPP by cheque, Telegraphic Transfer (TT) or online, completed applications and payments must be received by 11:59pm on 5 April 2025. Please note the deadlines for us to process withdrawals from your SIPP for 2024/2025 tax year have now passed. We will endeavour to process applications after this date but can’t promise to complete your request before the end of this tax year.

Forms related to your accounts

Task Apply online Download form
Open with a single payment, regular payment or transfer Open Account opening with transfer
Task Apply online Download form
Find out more about Fidelity's Retirement Builder Available Fidelity's Retirement Builder
Task Apply online Download form
Add money to my SIPP Add cash Fidelity SIPP top-up
Transfer into my SIPP Transfer Fidelity SIPP transfer form
Switch between funds Switch Online only
Set up or amend regular payments Amend Fidelity SIPP RSP
Task Apply online Download form
Add money from a third party Add cash Third party SIPP top-up
Add money from an employer Add cash Employer SIPP top-up
Record my employer contributions N/A Employer Contributions Record
Task Do it online Download form
Transitional Tax-Free Amount Certificate Information Request Form N/A TTFC Information Request Form
Guide on how to complete TTFC Information Request Form N/A Guide to complete TTFC information request form
Change my address Amend Change of address
Nominate my beneficiaries Manage Nominate beneficiaries
Let us know how income is to be paid Manage Income instruction
Drawdown income amendment Amend ​Please read the Essential information for retirement income options before completing the Fidelity SIPP income amendment form. After receiving your application, if you are instructing a new regular income or taking a one-off payment for the first time, we will send you a personalised illustration to help you understand the affect this amendment could have on your future income position. You will have 3 days from the date of the letter enclosing the illustration to contact us if you wish to change your instruction. ​
Pay annual allowance charge N/A SIPP annual allowance charge form
Transfer advice declaration N/A You will need your financial adviser to complete a  Transfer advice declaration form if they have advised you to transfer into a Fidelity SIPP from a pension with safeguarded or guaranteed benefits.
Claim back my exit fee N/A

Exit fee reimbursement

Standard Life

The Fidelity Personal Pension product is closing.  We sent you some information in November 2024 to explain what’s happening and to set out your options for your pension.  For copies of these letters, please click the relevant pack below:

  • If you’re eligible to transfer to the Fidelity SIPP, please click here
  • If you’re eligible to transfer to the Standard Life Active Money SIPP, please click here
  • If you opened a FundsNetwork SIPP and then removed your financial adviser and are eligible to transfer to the Fidelity SIPP, please click here 
  • If you opened a FundsNetwork SIPP and then removed your financial adviser and are eligible to transfer to the Standard Life Active Money SIPP here 

The below forms and information can be used until the 90-day notice period has expired, after which the assets held in your Fidelity Personal Pension will be transferred to another product (the Fidelity SIPP or another product that you choose) and these forms will no longer be valid.

Task Do it online Download form
Fidelity Personal Pension Top up form N/A
Fidelity Personal Pension Top up form (for making a transfer or single/regular payments)​
Switch for Fidelity Personal Pension (Standard Life) account N/A Standard Life Switch form
KFD for Fidelity Personal Pension (Standard Life) accoun N/A FSIPP 17d Standard Life Pension KFD
Fidelity Personal Pension (Administered by SL) N/A Terms and conditions document
Fidelity Personal Pension (Administered by SL) N/A Terms addendum