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Get By Signing This Authorization, You Acknowledge That (i) You Are Requesting The Ability To Make Fund
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How to fill out the By Signing This Authorization, You Acknowledge That (i) You Are Requesting The Ability To Make Fund online
This guide provides you with step-by-step instructions on completing the Transfer Authorization form, which allows you to request the ability to make fund transfers online. Following these instructions will help ensure that your submission is accurate and complete.
Follow the steps to successfully complete the Transfer Authorization form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Review the first section titled ‘Deposit Account Transfer Request.’ Here, specify whether you want to create, terminate, or change your authorization for transferring funds between the designated Eastern Bank accounts.
- Complete the required fields by listing the account numbers you wish to include for transfers. Be sure to indicate if each account is a sole or joint account.
- Next, move to the ‘Loan Paydown Request.’ Similar to the previous section, choose whether you want to create, terminate, or change your authorization. Specify the deposit account you will use for loan payments.
- For the ‘HomeConnect Line of Credit Advance Request’ section, indicate your choice of creating, terminating, or changing access to this service. List the accounts from which you’ll be making electronic loan advances.
- Ensure all required signatures are provided. Each accountholder must print and sign their name as verification.
- Complete the daytime phone number and date fields at the bottom of the form to finalize your submission.
- Save your changes, download the filled form, and decide whether to print it for mailing or to share it as needed.
Complete your documents online today and streamline your financial transactions.
All Fidelity brokerage and mutual fund accounts are eligible for electronic funds transfer (EFT), with the exception of self-employed 401(k) plans, self-directed brokerage accounts, SIMPLE IRAs, Fidelity Retirement plans (Keogh), and non-prototype accounts.
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