Fidelity Advisor 403(b) Electronic Funds Transfer Application
This writable PDF file allows users to apply for electronic funds transfer for Fidelity Advisor 403(b) accounts. Simply fill out the form, then print and submit as instructed. Ensure you have the correct information for a smooth processing experience.
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How do I fill this out?
To fill out this PDF form, start by entering your personal information in the designated fields. Next, provide your bank account information for the EFT setup. Ensure all entries are clear and accurate before submitting.
How to fill out the Fidelity Advisor 403(b) Electronic Funds Transfer Application?
1
Open the writable PDF form.
2
Fill in your personal details accurately.
3
Provide bank account information.
4
Review all entries for correctness.
5
Print the completed form for submission.
Who needs the Fidelity Advisor 403(b) Electronic Funds Transfer Application?
1
Individuals looking to set up electronic funds transfers for their retirement accounts.
2
Financial advisors assisting clients in managing their retirement distributions.
3
Employees of organizations offering Fidelity Advisor 403(b) plans.
4
Tax professionals managing client investments with Fidelity investments.
5
Bank representatives verifying client accounts for ACH transfers.
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Use the edit tool to fill in the required fields.
3
Double-check all entries for accuracy.
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Save the changes and prepare to download.
5
Download the edited PDF for submission.
What are the instructions for submitting this form?
To submit this form, mail it directly to Fidelity Investments Institutional Operations Company, Inc. at P.O. Box 770002, Cincinnati, OH 45277-0090, or use overnight delivery at 100 Crosby Parkway, KC1E, Covington, KY 41015. Ensure all information is complete and accurate to avoid delays. If you have questions, call Fidelity at 877-895-5951 for assistance.
What are the important dates for this form in 2024 and 2025?
Make sure to consider the processing timelines for your EFT application. Submit your application at least 30 days before your desired initial payment date. Check with Fidelity for specific deadlines that may apply to your account.
What is the purpose of this form?
The Fidelity Advisor 403(b) Electronic Funds Transfer Application is designed to facilitate the withdrawal of funds from your retirement account. This form allows account holders to set up automated payments to their designated bank accounts. Completing this form ensures timely and accurate transactions in managing your retirement savings.
Tell me about this form and its components and fields line-by-line.
- 1. Account Information: Includes personal details such as name, date of birth, and account number.
- 2. Bank Account Information: Details regarding your bank for setting up EFT, including account number and routing information.
- 3. Signature: A field for signing and authorizing the EFT.
What happens if I fail to submit this form?
Failing to submit this form may result in delays in receiving your retirement distributions. It's important to ensure that all necessary information is accurate and complete upon submission. Incorrect forms could lead to financial inconveniences.
- Delayed Access to Funds: You may experience setbacks in receiving your payments.
- Incorrect Information: Submitting incorrect information may lead to processing errors or rejection of the application.
- Need for Resubmission: Failure to submit correctly may necessitate resubmitting the application, further delaying access to funds.
How do I know when to use this form?
- 1. Starting Periodic Distributions: Required to initiate transfers if you are taking systematic withdrawals.
- 2. Updating Bank Information: Needed when you change your bank or account details for fund transfers.
- 3. Transitioning from Other Funds: Useful when moving from other investment accounts to Fidelity Advisor 403(b) systematic withdrawals.
Frequently Asked Questions
How do I fill out the Fidelity EFT application?
Simply open the PDF, input the necessary information, and print it for submission.
Can I edit the PDF form once downloaded?
Yes, you can use PrintFriendly to edit the PDF before downloading.
How do I submit the completed application?
Follow the instructions provided in the form to mail or fax your submission.
What information do I need to provide?
You will need to include personal identification and bank account details.
How long will it take to process my application?
Please allow up to 60 days for your EFT to become activated.
Can I save my edited PDF on PrintFriendly?
Yes, once edited, you can download your PDF for personal use.
Is electronic funds transfer available for all Fidelity accounts?
EFT is only available on Systematic Withdrawal Plans for Fidelity Advisor 403(b) Accounts.
What should I do if I make a mistake in the form?
You can re-edit the PDF form on PrintFriendly and reprint it again.
How do I contact customer support for help?
You can call Fidelity Investments at 877-895-5951 during business hours for assistance.
Do I need to provide a copy of a voided check?
Yes, it is necessary for verification during the EFT setup.
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