standing transfer instructions -...

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Standing Transfer Instructions Use this form to establish standing transfer instructions to another Fidelity brokerage account registered in someone else’s name. Establishing standing transfer instructions will allow you to request transfers of cash or shares to authorized accounts by phone. Do NOT use this form to establish standing transfer instructions for a Mutual Fund Only account. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page. 1.9584983.101 017370501 1. Account Owner(s) Name Additional Owner/Authorized Individual Name 2. Establish New Standing Transfer Instructions You authorize transfers out of this Fidelity account: Fidelity Account Number You authorize transfers to these Fidelity accounts: Fidelity Account Number Account Owner Name Fidelity Account Number Account Owner Name Fidelity Account Number Account Owner Name Fidelity Account Number Account Owner Name Fidelity Account Number Account Owner Name Fidelity Account Number Account Owner Name Questions? Go to Fidelity.com or call 800-544-6666. Form continues on next page. Page 1 of 2

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Page 1: Standing Transfer Instructions - Fidelitypersonal.fidelity.com/accounts/pdf/standing-letter-of-instruction.pdf · Standing Transfer Instructions ... Instruction at any time in its

Standing Transfer InstructionsUse this form to establish standing transfer instructions to another Fidelity brokerage account registered in someone else’s name. Establishing standing transfer instructions will allow you to request transfers of cash or shares to authorized accounts by phone. Do NOT use this form to establish standing transfer instructions for a Mutual Fund Only account. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page.

1.9584983.101 017370501

1. Account Owner(s)Name

Additional Owner/Authorized Individual Name

2. Establish New Standing Transfer InstructionsYou authorize transfers out of this Fidelity account:

Fidelity Account Number

You authorize transfers to these Fidelity accounts:

Fidelity Account Number Account Owner Name

Fidelity Account Number Account Owner Name

Fidelity Account Number Account Owner Name

Fidelity Account Number Account Owner Name

Fidelity Account Number Account Owner Name

Fidelity Account Number Account Owner Name

Questions? Go to Fidelity.com or call 800-544-6666.

Form continues on next page.

Page 1 of 2

Page 2: Standing Transfer Instructions - Fidelitypersonal.fidelity.com/accounts/pdf/standing-letter-of-instruction.pdf · Standing Transfer Instructions ... Instruction at any time in its

1.9584983.101 017370502

3. Signature(s) and Date(s) In this form, “Fidelity” refers to Fidelity Brokerage Services LLC and National Financial Services LLC, and their affiliates, employees, agents, representa-tives, shareholders, successors, and assigns as the context may require; and “You,” “you,” and “your” refer to all account holders. By signing below, you:• Authorize and direct Fidelity to transfer funds

or securities from the originating account identified above to any of the receiving accounts identified above, at such time and in such manner based on instructions received either in person or through a verified telephone communication from you.

• Acknowledge that Fidelity is not responsible for changes in the value of assets that may occur during the transfer process.

• Certify that all information you provided is correct to the best of your knowledge.

• Indemnify and hold Fidelity harmless from any liability related to any transfers initiated in connection with the information contained on this form. This indemnification is in addition to, and in no way restricts, any of Fidelity’s rights that may exist at law or under any other agreement you may have with Fidelity.

• Agree that Fidelity will not be liable for any loss, liability, cost, or expense for acting upon all instructions believed to be genuine if Fidelity employs reasonable procedures to prevent unauthorized transactions.

• Agree that (1) this authorization may only be revoked by written notice to Fidelity in such time and manner as to afford Fidelity a reasonable opportunity to act upon it and (2) Fidelity may terminate this Standing Transfer Instruction at any time in its sole discretion.

A Medallion signature guarantee is required.

If the form is completed at a Fidelity Investor Center, the Medallion signature guarantee is not required. You can get a Medallion signature guarantee from most banks, credit unions, and other financial institutions. A notary seal/stamp is NOT a Medallion signature guarantee.

PRINT OWNER NAME MEDALLION SIGNATURE GUARANTEE

OWNER SIGNATURE

SIG

N

XDATE MM/DD/YYYY

DA

TE

XPRINT ADDITIONAL OWNER/AUTHORIZED INDIVIDUAL NAME MEDALLION SIGNATURE GUARANTEE

ADDITIONAL OWNER/AUTHORIZED INDIVIDUAL SIGNATURE

SIG

N

XDATE MM/DD/YYYY

DA

TE

X

On this form, “Fidelity” means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 442696.9.0 (06/16)

Did you sign the form? Send the ENTIRE form and any attachments to Fidelity Investments.

Questions? Go to Fidelity.com or call 800-544-6666.

Regular mail Fidelity Investments Attn: Distribution Services P.O. Box 770001 Cincinnati, OH 45277-0035

Overnight mail Fidelity Investments Attn: Distribution Services 100 Crosby Parkway KC1D Covington, KY 41015-4325

Use the postage-paid envelope, drop off at a Fidelity Investor Center, OR deliver to:

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