[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-288806-105":53,"doc-detail-288806-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","electronic-funds-transfer-eft-authorization-use-this-form-to-set-up-standing-instructions","Electronic Funds Transfer (EFT) Authorization - Use This Form to Set Up Standing Instructions","","Electronic Funds Transfer (EFT) Authorization form for establishing standing transfer instructions on a Fidelity account. The form covers both eligible retirement and nonretirement accounts and specifies that it cannot be used to request a specific transaction. Instructions require completing sections for account owner(s), EFT authorization for a bank account, and—when owners do not match—3rd party EFT for brokerage accounts only with required signature and date. It also outlines restrictions, transaction limits, supporting document matching rules, and tax implications for IRA activity.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/electronic-funds-transfer-eft-authorization-use-this-form-to-set-up-standing-instructions/288806/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/electronic-funds-transfer-eft-authorization-use-this-form-to-set-up-standing-instructions/288806.png","ImageObject",442,249,{"name":88,"@type":89},"Rizky","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-12","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What can the EFT Authorization form be used for?","Question",{"text":109,"@type":110},"It establishes standing Electronic Funds Transfer (EFT) instructions on a Fidelity account. It does not request a specific transaction.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"When is 3rd Party EFT available?",{"text":114,"@type":110},"3rd Party EFT is for brokerage accounts only, when the owner at the other financial institution does NOT match the Fidelity account owner. It allows transfers FROM Fidelity to the outside account.",{"name":116,"@type":107,"acceptedAnswer":117},"What supporting documents are required to set up EFT?",{"text":118,"@type":110},"You must attach a voided check, deposit slip, or bank statement showing the account number and all owner names preprinted. For trusts, the supporting document must match the full trust name and trustee names.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},288806,1791527465,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":73},962085564807,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Questions? Go to [Fidelity.com/eft or](Fidelity.com/eft or) call 800-343-3548.  \nElectronic Funds Transfer (EFT) Authorization  \nUse this form to establish standing Electronic Funds Transfer (EFT) instructions on your Fidelity account, 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.  \nHelpful to Know  \n• EFT can be used to make routine transfers to or from your bank, and 3rd Party EFT can be used to make routine transfers to someone else’s bank. Note: 3rd Party EFT may not be used to make transfers for commercial purposes.  \n• EFT and 3rd Party EFT may not be available during the first four to five days after the feature is established on your account.  \n• 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:  \n– 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.  \n• EFT and 3rd Party EFT are not available for:  \n– Workplace Self-Directed Brokerage  \n– Money Purchase and Profit Sharing Plans  \n– Investment-Only Retirement Accounts  \n• 3rd Party EFT is also not available for:  \n– Self-Employed 401(k)  \n– Mutual Fund Only Accounts  \n– Health Savings Accounts (HSAs)  \n– Business Accounts  \n• Trust accounts are eligible for EFT:  \n– If your bank account is owned by the same trust, the supporting document must match the full name of your trust at Fidelity and match the name(s) of the trustee(s) to enable 1st Party EFT.  \n– If your bank account is personally owned, the supporting document should list your full name.  \n• For SIMPLE IRAs, ONLY 3rd Party EFT is available.  \n• For Self-Employed 401(k)s, ONLY transfers FROM the outside bank TO Fidelity are available. You will not be able to transfer from Fidelity to the outside account. The Plan Administrator must sign in Section 5.  \n• Transaction limits may apply.  \n• There is no fee to use the EFT service, although your financial institution may charge transaction fees.  \n• See “Important Information about Electronic Funds Transfer (EFT)” included with this form.  \n1. Account Owner(s)  \n\n|  | First Name | Middle Name | Last Name |\n| --- | --- | --- | --- |\n|  |  |  |  |\n|  | Additional Owner/Authorized Individual Name |  |  |\n|  |  |  |  |\n\n2. EFT Authorization for Your Bank Account  \nTo establish EFT, which allows for the transfer of money both to and from your Fidelity account(s), you must be an owner of the account at the other financial institution and the registration types must match (e.g. , individual account to individual account) . On the last page, you will need to attach a voided check, deposit slip, or bank statement with the account number and all owner names preprinted on it, or, in the case of a trust, the name of the trust and trustee(s). The name(s) on your supporting bank documents must match the name(s) on your Fidelity accounts.  \nBe sure each account listed is eligible for EFT.  \nProvide your Fidelity account number(s) for establishing EFT:  \n\n| Fidelity Account Number |  | Fidelity Account Number |  | Fidelity Account Number |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n\nProvide bank account information below to set up the EFT feature.  \nBank Account  \n Checking  Savings  \nEFT Authorization for Your Bank Account continues on next page.   \n1.932149.116  \nPage 1  \nof 4  \n026911401  \n2. EFT Authorization for Your Bank Account, continued  \nComplete this section and attach an account statement, voided check, or deposit slip on page 4.  \n| Owner(s) Name(s) Exactly as on Bank Account |  |\n| --- | --- |","cbCaikvgaol6qkFI","https://ap.wps.com/l/cbCaikvgaol6qkFI","pdf",1450403,6,"English","# Account Owner(s)\n## EFT Authorization for Your Bank Account\n## 3rd Party EFT Authorization for brokerage accounts only\n## W-8-Certified Customers Explanation\n## Signature and Date","[{\"question\":\"What can the EFT Authorization form be used for?\",\"answer\":\"It establishes standing Electronic Funds Transfer (EFT) instructions on a Fidelity account. It does not request a specific transaction.\"},{\"question\":\"When is 3rd Party EFT available?\",\"answer\":\"3rd Party EFT is for brokerage accounts only, when the owner at the other financial institution does NOT match the Fidelity account owner. It allows transfers FROM Fidelity to the outside account.\"},{\"question\":\"What supporting documents are required to set up EFT?\",\"answer\":\"You must attach a voided check, deposit slip, or bank statement showing the account number and all owner names preprinted. For trusts, the supporting document must match the full trust name and trustee names.\"}]","Electronic Funds Transfer (EFT) Authorization - Use This Form to Set Up Standing Instructions | PDF",1789633949]