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Instructions explain how to complete the request using CAPITAL letters and black ink, when separate forms are required, and key processing limits such as trade timing based on receipt in good order and inability to cancel once received. It outlines restrictions on retirement, annuities, 529, and ABLE accounts, includes guidance for international wire consent, and specifies options for selling securities, mutual fund handling, and required Medallion signature guarantees under certain conditions.",{"@graph":63,"@context":118},[64,80,101],{"@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/one-time-withdrawal-nonretirement/288809/",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/one-time-withdrawal-nonretirement/288809.png","ImageObject",442,249,{"name":88,"@type":89},"Chumphorn","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-12","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What type of accounts can use this One-Time Withdrawal—Nonretirement form?","Question",{"text":108,"@type":109},"It is for one-time withdrawals from a nonretirement Brokerage or Mutual Fund Only account. Do not use it for retirement accounts, annuities, 529 college savings plans, or ABLE accounts.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How is the timing of the withdrawal determined?",{"text":113,"@type":109},"The timing depends on when Fidelity receives the form in good order. 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Go to [Fidelity.com/movemoney or](Fidelity.com/movemoney or) call 800-343-3548.  \nOne-Time Withdrawal—Nonretirement  \nUse this form to make a one-time withdrawal from your nonretirement Brokerage or Mutual Fund Only account. Do NOT use this form for retirement accounts, annuities, 529 college savings plan accounts, or ABLE accounts. Go to [Fidelity.com/forms](Fidelity.com/forms to find the)[ to find the](Fidelity.com/forms to find the) appropriate form. 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• If you are making withdrawals from more than one account, you must complete a separate form for each account.  \n• If this transaction is an international wire subject to Part B of the Electronic Funds Transfer Act, the transaction cannot be completed until you consent to theprepayment disclosure provided to you by telephone. Provide your contact information in Section 1.  \n• To transfer from this account to another Fidelity account, go to [Fidelity.com/forms](Fidelity.com/forms) to download the Transfer Between Existing Fidelity Brokerage Accounts form.  \n• If this form directs Fidelity to sell shares of any security, be aware that the timing of the transaction depends on when we receive this form, which is outside of your control. To better control the timing of the transaction, you should direct the sale of securities online or through a Fidelity representative. Note: Certain securities (such as options, certain fixed income securities, and thinly  \ntraded securities) may not be eligible to sell via this form, which may result in Fidelity not being able to process this withdrawal as requested.  \n• For mutual funds, note that:  \n– Withdrawals could trigger redemption or transaction fees (see the applicable fund prospectus) .  \n– If a fund is closed to new investors, you will not be able to purchase new shares of the fund in the future if you draw your fund balance down to zero.  \n• Any fees charged or expenses incurred in connection with your instructions will be assessed at the “rep-assisted”rates. Fees and expenses may be lower if you instead place your trades online. Please refer to the Schedule of Fees for more information.  \n• For Managed Accounts: If the requested cash transfer amount is not available in the core position balance, trades will be placed in the managed account to facilitate the transaction.  \n1. Account Owner  \n\n| This phone number may be used if we have\u003Cbr>questions, but will not  be used to update your account information. | Fidelity Account Number | Name |  |\n| --- | --- | --- | --- |\n|  | Social Security or Taxpayer ID Number | Primary Phone |  |\n\n2. Withdrawal Request  \nIf this form directs Fidelity to sell shares of any securities (including mutual funds), be aware that:  \n• The timing of the transaction (i.e., when your trade is processed) depends on when we receive this form, which is outside of your control. Trades may take up to five business days to process once determined to be in good order.  \n• If you want to better control the timing of the transaction, you should direct the sale of securities online or through a Fidelity representative.  \n• If you withdraw all assets from your source account, that account will be closed.  \n• Once we receive this form in good order, you cannot cancel your distribution request.  \nIn the event that transactions cannot be processed within five business days of determining your request to be in good order, Fidelity will notify you and you may have to resubmit your request on the unsold positions within your account.  \nWithdrawal Request continues on next page.   \n1.741278.122  \nPage 1  \nof 5  \n009201301  \n2. Withdrawal Request, continued  \nCheck ONLY one and provide any additional requested information.  \n ENTIRE VALUE of your account in cash (all eligible securities will be sold)  \n ALL","cbCaifDjFYBwawZh","https://ap.wps.com/l/cbCaifDjFYBwawZh","pdf",875509,6,"English","# One-Time Withdrawal—Nonretirement\n## Helpful to Know\n## 1. Account Owner\n## 2. Withdrawal Request\n## 2. Withdrawal Request, continued\n## 3. Withdrawal Method","[{\"question\":\"What type of accounts can use this One-Time Withdrawal—Nonretirement form?\",\"answer\":\"It is for one-time withdrawals from a nonretirement Brokerage or Mutual Fund Only account. Do not use it for retirement accounts, annuities, 529 college savings plans, or ABLE accounts.\"},{\"question\":\"How is the timing of the withdrawal determined?\",\"answer\":\"The timing depends on when Fidelity receives the form in good order. Trades may take up to five business days to process once determined to be in good order.\"},{\"question\":\"When is a Medallion signature guarantee required?\",\"answer\":\"A Medallion signature guarantee is required in Section 4 when establishing standing bank wire instructions, requesting a one-time wire with no standing instructions on file, sending a check to a different payee or alternate address, requesting over $100,000, or when the address was changed within the past 10 days.\"}]","One-Time Withdrawal - Nonretirement | PDF",1789633964]