Fidelity Bank Wire Authorization Form
This file is a form used to establish standing bank wire instructions on Fidelity accounts, including eligible retirement and non-retirement accounts. It cannot be used to request specific transactions, but rather to set up the ability to perform bank wires from Fidelity to other financial institutions. Follow the instructions on the form carefully to ensure proper setup.
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How do I fill this out?
To fill out this form, carefully read all sections and instructions before you begin. Make sure to type on screen or fill in using capital letters and black ink. Provide all required information accurately to avoid any processing delays.
How to fill out the Fidelity Bank Wire Authorization Form?
1
Enter the account owner names in the 'Account Owners' section.
2
Provide your Fidelity account number(s) in the 'Fidelity Account(s)' section.
3
Complete the 'Bank Wire Standing Instructions' section with recipient bank details.
4
If applicable, fill out the 'W-8-Certified Customers' section with an explanation for standing instructions requested for a country different from the tax residence.
5
Sign and date the form in the 'Signature and Date' section and include a Medallion signature guarantee if required.
Who needs the Fidelity Bank Wire Authorization Form?
1
Individuals who need to set up standing bank wire instructions for their Fidelity accounts.
2
Retirement account holders who want to enable urgent transfers to other financial institutions.
3
Businesses or entities that require authorized personnel to manage standing wire instructions on their Fidelity accounts.
4
Trustees or custodians managing employer-sponsored retirement plans needing to establish wire transfer capabilities.
5
Investors who may need to transfer funds quickly to another account or financial institution.
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Make the necessary edits to each section of the form.
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5
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What are the instructions for submitting this form?
Send the completed Fidelity Bank Wire Authorization form via regular mail to Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0002. For overnight mail, send to Fidelity Investments, 100 Crosby Parkway KC1K, Covington, KY 41015. Ensure all required fields are completed, and sign the form before submission. Attach any necessary documents and a Medallion signature guarantee if required. For any questions or assistance, visit Fidelity.com/transfermoneyshares or call 800-343-3548.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates indicated for this form in 2024 and 2025.
What is the purpose of this form?
The Fidelity Bank Wire Authorization form is designed to help account holders set up standing wire instructions. This allows for easy and quick transfers from Fidelity accounts to other financial institutions. Setting up this feature ensures that users can make urgent transfers when needed.
Tell me about this form and its components and fields line-by-line.
- 1. Account Owners: Field for entering the name of the primary account owner and additional authorized individuals.
- 2. Fidelity Account(s): Field for providing Fidelity account numbers where the bank wire feature will be established.
- 3. Bank Wire Standing Instructions: Fields for entering recipient bank details, including routing/ABA number, account number, and recipient address.
- 4. W-8-Certified Customers: Field for explaining standing instructions for a country different from the country of tax residence.
- 5. Signature and Date: Fields for authorized signatures, date, and Medallion signature guarantee.
What happens if I fail to submit this form?
Failing to submit this form may result in the inability to establish standing bank wire instructions on your Fidelity account. This could delay urgent transfers and cause inconvenience.
- Urgent Transfer Delays: Inability to make urgent transfers from your Fidelity account to other financial institutions.
- Missed Opportunities: Potential for missed investment or financial opportunities due to delayed transfers.
How do I know when to use this form?
- 1. Setting Up Wire Transfers: To enable the ability for wire transfers from your Fidelity account to other financial institutions.
- 2. Updating Account Information: To update existing wire transfer instructions on your Fidelity accounts.
- 3. Retirement Account Management: For managing wire transfers related to retirement accounts, ensuring timely distributions or rollovers.
Frequently Asked Questions
What is the purpose of the Fidelity Bank Wire Authorization form?
The form is used to establish standing bank wire instructions on Fidelity accounts for urgent transfers to other financial institutions.
How do I fill out the Fidelity Bank Wire Authorization form?
Carefully read all instructions, type on screen or fill in using capital letters and black ink, provide all required information accurately.
Who needs to fill out this form?
Individuals and entities needing to enable wire transfers from Fidelity accounts to other financial institutions.
What is a Medallion signature guarantee?
A Medallion signature guarantee is a certification that verifies the authenticity of your signature, typically provided by banks or financial institutions.
Can I use this form to request a specific transaction?
No, this form is solely for establishing standing bank wire instructions on your Fidelity accounts.
Where do I send the completed form?
Send the completed form to Fidelity Investments via regular or overnight mail as specified on the form.
How can I edit this form using PrintFriendly?
Upload the form to PrintFriendly, use the PDF editor to make necessary changes, save and download the edited form.
Can I sign the form digitally on PrintFriendly?
Yes, you can add your digital signature using PrintFriendly's PDF editor.
What should I do if I need help filling out the form?
Visit Fidelity.com/transfermoneyshares or call 800-343-3548 for assistance.
What if I need to add more information or signatures?
Make a copy of the relevant page and attach it to the form before submission.
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