Yes! You can use AI to fill out Fidelity Automatic Withdrawals — Nonretirement
The Fidelity Automatic Withdrawals — Nonretirement form is a document used by Fidelity Investments customers to manage recurring distributions from their nonretirement investment accounts. Account holders can use it to set up a new withdrawal plan, modify an existing one, or cancel a plan altogether, specifying the amount, frequency, and funding source. It is important for systematically accessing funds from your investments but should not be used for retirement, ABLE, or 529 accounts. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | Fidelity Automatic Withdrawals — Nonretirement |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out Fidelity Automatic Withdrawals Nonretirement Online for Free in 2026
Are you looking to fill out a FIDELITY AUTOMATIC WITHDRAWALS NONRETIREMENT form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your FIDELITY AUTOMATIC WITHDRAWALS NONRETIREMENT form in just 37 seconds or less.
Follow these steps to fill out your FIDELITY AUTOMATIC WITHDRAWALS NONRETIREMENT form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload the Fidelity Automatic Withdrawals — Nonretirement form or select it from the template library.
- 2 Enter your account owner details in Section 1, including your name, Fidelity account number, and Social Security or Taxpayer ID Number.
- 3 In Section 2, specify the type of request: establish, change, or delete a plan. If establishing or changing, detail the withdrawal amount, frequency, and payment dates.
- 4 Complete Section 3 to instruct Fidelity on how to fund the withdrawal, whether from the core position, specific funds, or proportionally across eligible positions.
- 5 Select your desired withdrawal method in Section 4, such as direct deposit to another account, Electronic Funds Transfer (EFT) to a bank, or a mailed check.
- 6 Carefully review all sections for accuracy, then proceed to Section 6 to provide your signature and the date. A Medallion signature guarantee may be required for certain requests.
- 7 Download the completed form and submit the entire document to Fidelity via the regular or overnight mail addresses provided on the form.
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Frequently Asked Questions About Form Fidelity Automatic Withdrawals Nonretirement
This form is used to establish, change, or delete an ongoing automatic withdrawal plan from your Fidelity nonretirement brokerage or mutual fund account.
No, this form is strictly for nonretirement accounts. You must find the appropriate form on Fidelity.com for retirement accounts, 529 plans, ABLE accounts, or annuities.
You should allow at least four business days for Fidelity to process your request and establish the new automatic withdrawal feature on your account.
In Section 3, you can specify withdrawals from your core position, liquidate specific funds by amount or percentage, or have funds withdrawn proportionally from all eligible positions. If no choice is made, the withdrawal will default to your core position.
If a withdrawal is scheduled for a day the market is closed or a non-existent date in a month (e.g., Feb 30th), the payment may be processed on the prior business day.
A Medallion signature guarantee is a special signature verification stamp from a financial institution. It is required for withdrawals over $100,000, payments to a third-party bank account, or checks sent to an alternate address.
To establish a new EFT instruction, you must attach a voided check, a deposit slip, or a bank statement with the account number and all owner names preprinted on it.
To cancel a plan, check the 'DELETE' box in Section 2, identify the plan you wish to remove, and then complete the signature section (Section 6).
No, you must complete and submit a separate form for each individual nonretirement account for which you want to set up an automatic withdrawal plan.
Once you have filled out and signed the form, mail the entire document to the regular or overnight mail address for Fidelity Investments provided at the bottom of Section 6.
Yes, services like Instafill.ai use AI to auto-fill form fields accurately and save time, helping you complete the form with greater ease and fewer errors.
You can use a tool like Instafill.ai to fill out the form online. Simply upload the PDF, and the service will make the fields interactive for you to type in your information before printing.
If you have a non-fillable PDF, you can use a service like Instafill.ai to instantly convert it into an interactive, fillable form that you can complete on your computer.
Compliance Fidelity Automatic Withdrawals Nonretirement
Validation Checks by Instafill.ai
1
Fidelity Account Number Validation
This check verifies that the Fidelity Account Number provided in Section 1 corresponds to an active, valid nonretirement Brokerage or Mutual Fund Only Account. It is crucial because the form's instructions are specific to these account types and invalid for retirement, ABLE, or 529 accounts. If the account number is invalid, for the wrong account type, or does not exist, the form will be rejected as the requested action cannot be performed.
2
SSN/TIN Format and Account Match
This validation ensures the Social Security or Taxpayer ID Number in Section 1 is in a valid format (XXX-XX-XXXX or XX-XXXXXXX) and matches the information on file for the owner of the specified Fidelity account. This is a critical security measure to verify the identity of the person making the request and prevent fraud. A mismatch or invalid format will halt processing until the identity can be confirmed, protecting the account holder's assets.
3
Exclusive Request Type Selection
This check ensures that exactly one option among 'ESTABLISH', 'CHANGE', or 'DELETE' is selected in Section 2. Selecting multiple options or none at all creates ambiguity about the account owner's intent. If this validation fails, the form is considered incomplete and will be returned to the user for clarification.
4
Conditional Fields for ESTABLISH/CHANGE
If the user selects 'ESTABLISH' or 'CHANGE' in Section 2, this validation confirms that the 'Withdrawal Amount' and a 'Frequency' (e.g., Monthly, Quarterly) have been specified. These details are the core of the withdrawal instruction and are mandatory for setting up or modifying a plan. A failure means the instructions are incomplete and the plan cannot be created or updated.
5
Payment Begin Date Validation
This check validates that the 'Payment begin date' in Section 2 is a valid calendar date, is not in the past, and adheres to the 'Allow at least 4 business days' rule mentioned on the form. This ensures there is sufficient time for processing and prevents attempts to schedule payments for impossible dates. An invalid or past date would cause an immediate processing error and rejection of the plan setup.
6
Payment End Date Chronology
If the optional 'Payment end date' is filled out, this validation ensures it is a valid date that occurs chronologically after the 'Payment begin date'. A plan cannot end before it begins, so this logical check prevents nonsensical instructions. If the end date is before the begin date, the form will be rejected for correction.
7
Custom Schedule Minimum Requirement
This check enforces the rule stated in Section 2 for 'Customized Schedule'. If the user checks this box, the system verifies that at least two monthly withdrawal checkboxes have been selected. This prevents the setup of an invalid custom plan that does not meet the minimum frequency requirement. If fewer than two months are selected, the form will be flagged as invalid.
8
Fixed Percentage Distribution Sum
When a user chooses to liquidate from specific positions by percentage in Section 3, this validation confirms that the total of all entered percentages equals exactly 100%. This is critical for ensuring the full withdrawal amount is funded correctly and without ambiguity. If the total is not 100%, the withdrawal instructions are mathematically flawed and will be rejected.
9
Bank Routing Number Validity
For EFT withdrawals in Section 4, this check validates that the 'Bank Routing/ABA Number' is a 9-digit number and passes the standard checksum algorithm. This is a fundamental check to prevent transaction failures due to typos or incorrect numbers. An invalid routing number would cause the electronic transfer to be rejected by the banking system, delaying the client's access to funds.
10
EFT Information Completeness
If a user selects 'Electronic funds transfer (EFT)' and is providing new bank information, this check ensures all required fields are complete: account type (Checking/Savings), owner name, bank name, routing number, and account number. Missing information would make it impossible to establish the EFT link. The form would be considered incomplete and returned, potentially causing a check to be mailed by default.
11
Medallion Signature Guarantee Cross-Check
This is a critical risk-management validation that checks if conditions requiring a Medallion signature guarantee have been met. The system scans for high-risk requests like withdrawals over $100,000, 3rd party EFTs, or checks sent to an alternate address. If any of these conditions are true, the validation confirms that a Medallion guarantee is present in Section 6; otherwise, the form is rejected to prevent potential fraud.
12
Signature and Date Presence
This is a fundamental check to ensure that the form has been signed and dated by an authorized person in Section 6. An unsigned or undated form is not legally binding and cannot be processed. This validation prevents the execution of unauthorized or unverified instructions.
13
Mutual Fund Account All-Owner Signature
This validation enforces a specific rule for Mutual Fund Accounts, which are identified by an account number starting with '2' followed by two letters. If the account is of this type, the check verifies that all registered owners of the account have provided their signature in Section 6. Failure to obtain all required signatures for this account type will result in the rejection of the form.
14
Conditional Logic for DELETE Request
This check ensures that if 'DELETE an existing automatic withdrawal plan' is selected in Section 2, no new or conflicting instructions are provided in the subsequent sections (3, 4, 5). The user is supposed to skip to the signature section. Providing extra details could create confusion, so the system flags the form for review or rejection if this rule is violated.
Common Mistakes in Completing Fidelity Automatic Withdrawals Nonretirement
This form is exclusively for nonretirement Brokerage or Mutual Fund Only accounts. A common error is attempting to use it for retirement accounts (like an IRA), annuities, ABLE accounts, or 529 plans, which require different, specific forms. This mistake leads to immediate rejection and significant delays in setting up the withdrawal plan. Always double-check the form's title and instructions to ensure it matches your account type before filling it out.
In Section 1, the account owner's name, Social Security Number, and Fidelity account number must be entered exactly as they appear on your account statements. People often use nicknames, forget a middle initial, or make a typo in the account number. Any mismatch will cause a processing failure as Fidelity's systems cannot validate the request, requiring you to resubmit the form correctly.
The form explicitly states to allow at least four business days for Fidelity to process the request. A frequent mistake is entering a 'Payment begin date' in Section 2 that is too soon, such as the next day. This does not expedite the process and will likely result in your first withdrawal being skipped and the plan starting on the next scheduled cycle, potentially a month later.
When selecting 'CHANGE' or 'DELETE' in Section 2, you must clearly identify the specific plan to be modified. If you have multiple withdrawal plans, failing to provide details like the frequency and amount of the existing plan will leave Fidelity unable to determine which one to act on. This ambiguity forces a follow-up call for clarification, delaying your request.
In Section 3, when choosing to liquidate specific positions, users often make errors like listing percentages that do not add up to 100%, or naming funds that are not held in the specified account. These errors will cause the withdrawal to fail or default to drawing from the core position, which may not align with your financial strategy. Carefully verify all fund names and ensure percentage allocations total exactly 100%.
When establishing a new Electronic Funds Transfer (EFT) in Section 4, you must attach a voided check, deposit slip, or bank statement that shows the preprinted account number and all owner names. Forgetting to include this required documentation is a very common reason for the form to be rejected. This oversight halts the setup process until the proper documents are received.
A Medallion Signature Guarantee is a special type of signature verification required for high-risk transactions, and it is not the same as a notary stamp. Users frequently overlook this requirement in Section 6 when sending money to a third-party, using an alternate address, or withdrawing over $100,000. Submitting the form without a required Medallion guarantee will result in an automatic rejection and the return of your paperwork.
The signature requirements in Section 6 vary by account type. While a brokerage account may only need one signature, a Mutual Fund Account requires signatures from all account owners. People often miss this distinction, providing only one signature for a joint mutual fund account. This error will cause the form to be sent back for the missing signature, delaying the entire process.
The instructions on page 4 clearly state to 'Send the ENTIRE form and any attachments to Fidelity.' A common mistake is to only mail the pages that were filled out, assuming the other pages are unnecessary. This can lead to processing issues, as the full document contains important terms and information that must be included with the submission. Always send all pages of the form, even if some are blank.
The form instructs users to 'Type on screen or fill in using CAPITAL letters and black ink.' Submissions with illegible handwriting or that use other ink colors like blue can be difficult for automated scanning systems and human reviewers to process accurately. This can lead to data entry errors on Fidelity's end or cause the form to be rejected, requiring you to fill it out again. Using a tool like Instafill.ai can prevent this by converting the PDF to a fillable version and populating it with clear, typed text.
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