Get Personal Withdrawal Service (pdf) - Fidelity

Filling out the Personal Withdrawal Service form for Fidelity can streamline your access to your nonretirement account funds. This guide offers clear, step-by-step instructions to ensure that you complete the form accurately and confidently.

Follow the steps to complete the Personal Withdrawal Service form effectively.

1. Click ‘Get Form’ button to access the Personal Withdrawal Service (PDF) form and open it in your preferred editor.
2. In the Customer Information section, enter your account number, full name, social security number or tax identification number, and daytime phone number. If applicable, also provide the co-owner's details.
3. In the Withdrawal Instructions section, indicate whether these instructions are replacing existing ones by selecting 'Yes' or 'No'. Specify the amount you wish to withdraw each month, and select the months during which these withdrawals should occur.
4. Indicate the specific day of the month for the withdrawals by entering a value between 1 and 31.
5. Select the source for your withdrawals. For brokerage accounts, choose whether to withdraw from the Core Position or specific mutual funds, and indicate the withdrawal amounts.
6. In the Payment Instructions section, select your preferred payment method (EFT, core position deposit, transfer to another Fidelity account, or check). Provide the necessary details for the chosen method, such as bank information for EFT.
7. Read and acknowledge the Important Information about your use of Electronic Funds Transfer by reviewing the relevant points listed in this section.
8. In the Authorization section, sign and date the form. If required, have the co-owner, trustee, or authorized person sign as well. Ensure a signature guarantee stamp is included if applicable.
9. Once all sections are completed and reviewed, save changes to your completed form, download it, or prepare it for printing and sharing.

Complete your Personal Withdrawal Service form online today for a smoother access to your funds!