Bank Wire Authorization - Fidelity standing bank wire instructions form

Sep 17, 2026

Bank Wire Authorization form for establishing standing bank wire instructions on Fidelity account(s). It explains eligibility requirements and when bank wire becomes available, including IRA tax distribution implications and rollover responsibility. Guidance specifies what not to use the form for, required Medallion signature guarantee, eligible/ineligible retirement accounts, and online daily limits. The form collects account owner information, Fidelity account numbers, receiving bank and beneficiary details, and optional intermediary and ultimate creditor information.

LanguageEnglish

CategoryForms

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

Bank Wire Authorization

Helpful to Know

Account Owners

Fidelity Account(s)

Bank Wire Standing Instructions

Receiving/Final Destination Bank

Beneficiary Information at Receiving Bank

Additional Information

For Further Credit (FFC) at Receiving Bank

Ultimate Creditor (UC) at Receiving Bank

| Print | Reset | Save | | --- | --- | --- | Questions? Go to [Fidelity.com/transfermoneyshares](Fidelity.com/transfermoneyshares) or call 800-343-3548. Bank Wire Authorization Use this form to establish standing bank wire instructions on your Fidelity account(s), including eligible retirement and nonretirement accounts. Do NOT use this form to request a specific transaction. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page. Helpful to Know • Bank wire can be used to make urgent transfers FROM Fidelity to your account or someone else’s account at a bank or financial institution. • Bank wire will become available immediately after the feature is established on your account(s) . • Any transaction in your Fidelity IRA initiated with the instructions you create will result in a distribution from your Fidelity IRA and will be reported to the IRS. Note that: – Such distribution will generally result in taxable income to you for the year distributed to you, unless it is rolled over to another IRA or qualified employer plan within 60 days. It is your responsibility to ensure that the subsequent account is qualified to accept rollover amounts. – If you are adding bank wire instructions to make qualified charitable distributions (QCDs), you must request distributions through a Fidelity associate or by completing a Fidelity QCDOne time withdraw to ensure your distribution is reported asa QCD on IRS Form 1099-R. • Do not use bank wire to purchase an investment directly with another institution outside Fidelity. • A Medallion signature guarantee is required. • Bank wire is not available for: – Self-Employed 401(k) – Workplace Self-Directed Brokerage – Fidelity Retirement Plan (Keogh) – Investment-Only Retirement Account (Non-Prototype) – Health Savings Account (HSA) • Online Transaction Limits: – Minimum Daily Limit: $100 – Maximum Daily Limit: $100,000 • The Bank may charge a fee for receiving wires. 1. Account Owners | | Name | | --- | --- | | | | | | Additional Owner/Authorized Individual Name | | | | 2. Fidelity Account(s) Be sure each account listed is eligible for bank wire. Provide your Fidelity account number(s) for establishing bank wire: | Fidelity Account Number | | --- | | | | Fidelity Account Number | | --- | | | | Fidelity Account Number | | --- | | | Form continues on next page. 1.9866439.108 Page 1 of 4 033710501 3. Bank Wire Standing Instructions Use to transfer money FROM Fidelity to your account or someone else ’s account at a bank, credit union, or other financial institution. Provide bank account information to set up the bank wire feature. The bank or financial institution may charge additional fees for receiving bank wires. All fields are required. *Required. All bank wire requests MUST have a Medallion signature guarantee. A notary seal/stamp is NOT a Medallion signature guarantee. Provide the country where the bank account is located. Provide any additional information required by your bank. *Required. Provide the country where the bank account is located. Receiving/Final Destination Bank | Bank Name | | | --- | --- | | | | | Bank SWIFT Code or Bank Routing/ABA Number | IBAN/Bank Account Number | | | | Beneficiary Information at Receiving Bank The beneficiary is the person or entity named on the account that will receive your wire at the destination bank. | Beneficiary Name* | | | | | | | --- | --- | --- | --- | --- | --- | | Beneficiary Address Street/Building Number | Beneficiary Street Address/PO Box | | | | | | Beneficiary Building Name | | | Beneficiary Floor | Beneficiary Room | | | | | | | | | | City/Town* | | | | State/Province | ZIP/Postal Code | | Town Location Name (e.g., Borough, Township, Village) If applicable | | District Location Name (e.g., Region, Zone, Sector) If appl

FAQs

What is the purpose of the Bank Wire Authorization form?

It is used to establish standing bank wire instructions on Fidelity account(s). It should not be used to request a specific transaction.

When does bank wire become available after instructions are established?

Bank wire becomes available immediately after the feature is established on your Fidelity account(s).

What proof is required to submit bank wire requests?

All bank wire requests must have a Medallion signature guarantee; a notary seal or stamp is not a Medallion signature guarantee.

Sep 17, 2026

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