Get Eft Fidelity Form

Completing the Eft Fidelity Form online is a straightforward process that allows you to set up electronic transfers from your Fidelity retirement account. This guide will walk you through each section of the form, ensuring that you provide the necessary information accurately and efficiently.

Follow the steps to complete your Eft Fidelity Form online.

1. Press the ‘Get Form’ button to access the Eft Fidelity Form. This will open the form in the editor, allowing you to input your information.
2. Carefully complete the General Information section. Use a black pen and print clearly in capital letters. Fill in your social security number, date of birth, first name and middle initial, last name, mailing address, apartment number (if applicable), city, state, zip code, daytime phone, and evening phone.
3. In the Cycle and Date of Debit section, select the frequency of your payments by checking either 'Monthly,' 'Quarterly,' or 'Yearly.' Additionally, provide the date of the first debit to commence your payments.
4. Complete the Bank Account Information section. Provide your bank's name, address, city, state, and zip code. Ensure that your bank is a member of the Automated Clearing House for smooth transactions.
5. If your bank account is with a commercial bank, savings bank, savings and loan, or credit union, fill out the corresponding section. Ensure you provide the correct routing/transit number and bank account number as indicated.
6. If applicable, complete the Fidelity Account Information for Direct Deposit into a Fidelity Investments Account. This includes providing your Fidelity Brokerage Account number or your Fidelity Mutual Fund Account T-number.
7. For accounts held at other firms, ensure to complete the Other Firm Account Information section. Include the names associated with the bank account and the firm’s account number.
8. Attach a voided check to the form. This serves as verification of your bank's routing number and ensures accuracy in your banking information.
9. In the Additional Information section, indicate whether you have attached a voided check or provide the signature of a bank official validating your account information.
10. Finally, sign and date the form. By signing, you authorize the transactions as specified and agree to the terms outlined in the form.
11. Once finished, you can save your changes, download the completed form, print a physical copy, or share the document as needed.

Start completing your Eft Fidelity Form online today to enjoy the convenience of electronic fund transfers.