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The service reduces paperwork and trips to banks and avoids mail delays, while improving safety through the elimination of lost or stolen checks. EFT activation requires advance bank notification under ACH rules, and distributions follow specific timing rules for weekends, holidays, and prenote clearance. Passbook savings and foreign bank accounts are not eligible, and EFT applies only to periodic distributions.",{"@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/fidelity-investments-electronic-funds-transfer-eft-application-form/288808/",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/fidelity-investments-electronic-funds-transfer-eft-application-form/288808.png","ImageObject",442,249,{"name":88,"@type":89},"Nguyễn Văn Học","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",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is Fidelity EFT and what does it do?","Question",{"text":109,"@type":110},"Fidelity EFT is a service that transfers periodic payment distributions from a Fidelity retirement account to your bank account electronically.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What benefits does EFT provide compared with checks and mail?",{"text":114,"@type":110},"EFT involves less paperwork and fewer trips, avoids problems from mail delays, increases safety, and removes the risk of checks being lost or stolen.",{"name":116,"@type":107,"acceptedAnswer":117},"How does EFT activation work and when can payments be made?",{"text":118,"@type":110},"ACH rules require your bank be notified 30 days prior to receiving funds; allow up to 60 days for EFT to become activated and payments to be made. Distributions also shift to the prior business day when they fall on weekends or holidays, and if the prenote has not cleared, a check is sent on the due date.","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},288808,1790088197,{"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":79,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},1374402739827,"https://ap-avatar.wpscdn.com/avatar/14000c97e7351f1a627?x-image-process=image/resize,m_fixed,w_180,h_180&k=1787885694763230660","Fidelity Investments Electronic Funds Transfer (EFT)  \nWhat is Fidelity EFT?  \nFidelity EFT is a convenient service that enables you to take your periodic payment distributions from your Fidelity retirement account and have your money electronically transferred to your bank account.  \nWhat are the benefits of EFT?  \nWhen you use Fidelity EFT there is less paperwork, fewer trips to the bank and post office, no inconvenience due to mail delays, and increase safety. With EFT, there are no checks to be lost or stolen.  \nHow does EFT work?  \nAutomated Clearing House (ACH) regulations require that your bank be notified 30 days prior to the receipt of funds; therefore, please allow up to 60 days for EFT to become activated and for payments to be made to your bank account.  \nIf the day of distribution falls on a weekend or holiday, then the distribution will be processed on the prior business day. If the prenote* has not cleared, the distribution will be sent via check to the address on file when the first systematic withdrawal payment (swp) is due. Passbook Savings Accounts and Foreign Bank Accounts are not eligible for EFT. Also, please note that EFTs are only available on periodic payment distributions.  \n*A prenote is the communication between financial institutions to verify the banking information. The prenote process normally takes 10 calendar days.  \nHow do I add EFT to my retirement account?  \nTo add EFT, please complete this application and return it with a completed Fidelity Distribution Form.  \nIf you need assistance completing this form, please call Fidelity Investments at 800-343-0860. Representatives are available Monday through Friday from 8 a.m. to midnight, ET.  \n1. INSTRUCTIONS TO COMPLETE FORM  \nA. Please complete sections 2, 3, 4, 8 and 10.  \nB. If the account is with a credit union, commercial bank, savings bank, or with a savings and loan , please complete section 5, and if applicable, section 9 (Bank signature) .  \nC. If the account is with Fidelity Investments (retail) , please complete section 6.  \nD. If the account is with another brokerage/mutual fund firm , please complete section 7.  \n2. GENERAL INFORMATION  \nPlease use a black pen and print clearly in CAPITAL LETTERS.  \nSocial Security \\#:  \nDate of Birth:  \nFirst Name & M.I.:  \nLast Name:  \nMailing Address:  \nApt No.:  \nDaytime Phone:  \nEvening Phone:  \n3. CYCLE AND DATE OF DEBIT  \nType of Cycle (check one):  \nMonthly, OR  \nQuarterly, OR  \nYearly  \nDate of first debit:  \n4. BANK ACCOUNT INFORMATION  \nName of Bank or Institution where funds are being sent.  \nPlease provide us with your bank account information. (Your bank must be a member of the Automated Clearing House [ACH] . Please call your bank if you are unsure.)  \nBank Name:  \nBank Address:  \n5. BANK ACCOUNT INFORMATION  \nFor Commercial Banks, Savings Banks, Saving & Loans, or Credit Unions  \nIf your account is with a Commercial bank, please see the illustration listed below for help in completing bank information fields. If your account is with a SAVINGS BANK, SAVINGS AND LOAN or a CREDIT UNION, you must have a bank officer provide the correct routing/transit number and your proper account number to complete ACH transfers.  \nType of Bank (check one):  \nCommercial Bank, OR Savings and Loan, OR  \nSavings Bank, OR  \nCredit Union  \nType of Bank Account (check one): Passbook Savings Accounts are not eligible for EFT.  \nChecking Account  \nSavings Account  \nName(s) on Bank Account: One common name must appear on both your bank account and your Fidelity Account.  \nFirst Name & M.I.:  \nLast Name:  \nFirst Name & M.I.:  \nLast Name:  \nYour Bank Account Number:  \nBank Routing/Transit Number:   \nLocating the needed numbers within your check: Please refer to your check when completing the bank information fields. (Deposit slips do not always contain the correct routing number.) The routing/transit number is located in the lower left-hand corner of the check. It is 9-digits long. The next group of numbers is generally your","cbCaibDWzz3B9P3R","https://ap.wps.com/l/cbCaibDWzz3B9P3R","pdf",109170,"English","# Instructions to Complete Form\n## General Information\n## Cycle and Date of Debit\n## Bank Account Information\n## Fidelity Account Information\n## Other Firm Account Information\n## Void Check\n## Additional Information","[{\"question\":\"What is Fidelity EFT and what does it do?\",\"answer\":\"Fidelity EFT is a service that transfers periodic payment distributions from a Fidelity retirement account to your bank account electronically.\"},{\"question\":\"What benefits does EFT provide compared with checks and mail?\",\"answer\":\"EFT involves less paperwork and fewer trips, avoids problems from mail delays, increases safety, and removes the risk of checks being lost or stolen.\"},{\"question\":\"How does EFT activation work and when can payments be made?\",\"answer\":\"ACH rules require your bank be notified 30 days prior to receiving funds; allow up to 60 days for EFT to become activated and payments to be made. Distributions also shift to the prior business day when they fall on weekends or holidays, and if the prenote has not cleared, a check is sent on the due date.\"}]","Fidelity Investments Electronic Funds Transfer (EFT) Application Form | PDF",1789633959]