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Fidelity Investments Standing Transfer Instructions Form, page 1
Basic · 33/100Form Complexity Index

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What this form asks for

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The Fidelity Investments Standing Transfer Instructions form is an official document used to set up standing (pre-authorized) transfer instructions that allow an account holder to move cash or shares from their Fidelity brokerage account to up to six other Fidelity accounts registered in different names. This form is important because it streamlines the transfer process, eliminating the need to submit separate requests each time a transfer is needed, while also establishing legal authorization and indemnification terms between the account holder and Fidelity. It requires a Medallion signature guarantee unless completed at a Fidelity Investor Center. 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.
Fillable fields19
Pages2
Sections8
Form Complexity IndexBasic, 33/100

The AI checks your answers before you download

16 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Originating Fidelity Account Number Format Validation

Validates that the originating Fidelity account number entered in the 'FidAccount_Number' field conforms to Fidelity's standard account number format, typically a 9-digit numeric string. Account numbers with incorrect lengths, non-numeric characters, or invalid formatting cannot be processed by Fidelity's systems. If this field is missing or improperly formatted, the transfer instructions cannot be established and the form will be rejected.

Originating Account Owner Name Completeness Check

Ensures that the 'Owner_Name' field in Section 1 is populated with the full legal name of the primary account owner and is not left blank or filled with an abbreviated or informal name. The owner name must match the name on record with Fidelity for the originating account to verify identity and authorization. Failure to provide a complete and accurate name may result in the form being rejected or the transfer being flagged for additional verification.

At Least One Receiving Account Provided

Checks that at least one receiving Fidelity account number and corresponding account owner name pair (e.g., Account_Number1 and Owner_Name1) has been completed in Section 2. The entire purpose of this form is to establish standing transfer instructions to one or more destination accounts, so leaving all receiving account fields blank renders the form invalid. If no receiving accounts are specified, the form must be returned to the submitter for completion.

Receiving Account Number Format Validation

Validates that each receiving Fidelity account number entered (Account_Number1 through Account_Number5) conforms to Fidelity's standard account number format and contains only numeric characters of the correct length. Any receiving account number that is improperly formatted, contains letters or special characters, or is an incomplete entry will prevent the corresponding transfer instruction from being established. All populated account number fields must pass this check before the form can be processed.

Receiving Account Owner Name Paired with Account Number

Ensures that every receiving Fidelity account number field that has been filled in also has a corresponding account owner name populated, and vice versa. An account number without an owner name, or an owner name without an account number, creates an incomplete and unverifiable transfer instruction. Any unpaired entries must be flagged and resolved before the form can be accepted for processing.

Receiving Account Owner Name Is Not the Same as the Originating Account Owner

Validates that the account owner names listed for the receiving accounts are different from the primary account owner name in Section 1, as the form explicitly states it is intended for transfers to accounts registered in someone else's name. If the receiving account owner name matches the originating account owner name, this may indicate the wrong form is being used, and the submitter should be directed to use the appropriate internal transfer form instead. This check helps ensure the correct form is being used for the intended transaction type.

And 10 more checks
  • Originating Account Number Is Not Duplicated in Receiving Accounts
  • No Duplicate Receiving Account Numbers
  • Owner Signature Presence Validation
  • Printed Owner Name Matches Section 1 Owner Name
  • Signature Date Format and Validity Check
  • Signature Date Is Not Stale
  • Medallion Signature Guarantee Presence Validation
  • Form Is Not Used for Mutual Fund Only Accounts
  • Additional Owner or Authorized Individual Name Format Check
  • Receiving Account Owner Names Are Full Legal Names

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How to Fill Out Fidelity Standing Transfer Instructions Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload the Fidelity Standing Transfer Instructions form or select it from the available form library.
  2. Enter the Account Owner(s) information in Section 1, including the primary owner's name and any additional owner or authorized individual's name.
  3. In Section 2, provide the Fidelity account number of the originating account from which transfers will be made.
  4. Enter the Fidelity account numbers and corresponding account owner names for each receiving account (up to six accounts) you wish to authorize for transfers.
  5. Review all entered information carefully to ensure accuracy, including all account numbers and owner names.
  6. Print the completed form, sign it in Section 3, and obtain a Medallion signature guarantee from a bank, credit union, or other financial institution (unless completing the form at a Fidelity Investor Center).
  7. Submit the completed and signed form to Fidelity Investments via regular mail to PO Box 770001, Cincinnati, OH 45277-0035, or via overnight mail to 100 Crosby Parkway KC1D, Covington, KY 41015-4325.

Common Mistakes in Completing Fidelity Standing Transfer Instructions

The ones the AI is built to catch.

Using this form for a Mutual Fund Only account
Many people overlook the explicit warning that this form should NOT be used to establish standing transfer instructions for a Mutual Fund Only account. This mistake happens because people assume the form applies to all Fidelity accounts. Submitting this form for a Mutual Fund Only account will result in rejection and processing delays. Always verify your account type before completing this form, and use the appropriate form designated for Mutual Fund Only accounts.
Entering the wrong or incomplete Fidelity account number for the originating account
People frequently transpose digits, omit digits, or enter an incorrect account number in the 'Fidelity Account Number' field for the account they are transferring out of. Since Fidelity account numbers follow a specific format, even a single incorrect digit can cause the transfer instructions to be applied to the wrong account or rejected entirely. Double-check your account number against your Fidelity statement before submitting. AI-powered form filling tools like Instafill.ai can help by automatically validating account number formats to reduce entry errors.
Entering incorrect or mismatched receiving account numbers and owner names
A common mistake is entering a receiving Fidelity account number that does not match the account owner name listed beside it, or entering an account number that belongs to the same owner rather than someone else's account. This form is specifically designed for transfers to accounts registered in someone else's name, so using your own account would be inappropriate. Mismatches between account numbers and owner names will cause the form to be rejected or the transfer to fail. Verify each receiving account number directly with the account holder before completing the form.
Filling out the form in lowercase letters or with non-black ink
The form explicitly instructs users to type on screen or print using CAPITAL letters and black ink, yet many people fill it out in mixed case or use blue or other colored ink. This can cause scanning and processing issues at Fidelity's processing center, potentially leading to delays or rejection of the form. Always use all capital letters when handwriting and ensure you are using black ink only. Using the digital fillable version of the form eliminates this risk entirely.
Submitting the form without a Medallion Signature Guarantee
Many people confuse a notary seal or stamp with a Medallion Signature Guarantee, or simply forget to obtain one before submitting the form. The form clearly states that a Medallion Signature Guarantee is required unless the form is completed at a Fidelity Investor Center, and that a notary seal is NOT an acceptable substitute. Submitting without a valid Medallion Signature Guarantee will result in the form being rejected and returned. Obtain a Medallion Signature Guarantee from a bank, credit union, or other financial institution before mailing the form.
Using an incorrect date format in the signature section
The form requires the date to be entered in MM/DD/YYYY format, but people frequently enter dates in other formats such as DD/MM/YYYY, MM/DD/YY, or written out as text (e.g., 'January 5, 2024'). An incorrect date format can cause processing delays or require resubmission of the form. Always confirm you are using the exact MM/DD/YYYY format as specified. Tools like Instafill.ai can automatically format dates correctly, preventing this common error.
Leaving the printed owner name blank above the signature line
The form requires both a printed owner name AND a signature, but many people only provide the signature and skip the 'PRINT OWNER NAME' field. This omission can cause the form to be rejected because Fidelity needs a legible printed name to verify the identity of the signer. Make sure to clearly print your full legal name exactly as it appears on your Fidelity account in the designated field above your signature.
Sending only part of the form instead of the entire form
Because the form spans two pages, people sometimes only send page 1 (with account information) or only page 2 (with the signature), forgetting that both pages are required. The form explicitly reminds users to 'Send the ENTIRE form and any attachments to Fidelity Investments.' Submitting an incomplete form will result in rejection and processing delays. Before mailing, confirm that both pages are included and in the correct order.
Mailing the form to the wrong address
Fidelity provides two different mailing addresses — one for regular mail (PO Box 770001, Cincinnati, OH) and one for overnight mail (100 Crosby Parkway, Covington, KY) — and people frequently mix these up or use a general Fidelity address. Sending the form to the wrong address can result in significant delays or the form being lost. Carefully select the correct address based on your mailing method, and consider using overnight mail with tracking for important submissions.
Entering the name of an account owner that does not exactly match Fidelity's records
People often enter nicknames, shortened names, or names with minor spelling differences instead of the exact legal name associated with the receiving Fidelity account. For example, entering 'Bob Smith' instead of 'Robert Smith' can cause a mismatch that leads to rejection of the transfer instructions. Always confirm the exact registered name on the receiving account with the account holder before completing the form. Instafill.ai can help flag potential name format inconsistencies during form completion.
Attempting to add more than six receiving accounts without making a copy of the relevant page
The form provides space for up to six receiving Fidelity accounts, and users who need to authorize more than six accounts sometimes try to squeeze additional information into margins or attach informal notes. The form instructs users to make a copy of the relevant page if more room is needed, which is the correct approach. Submitting informal additions may result in those accounts not being recognized. If you need to authorize more than six receiving accounts, photocopy the account section page and complete it fully before submitting.
Misunderstanding that this form only applies to transfers to other Fidelity brokerage accounts
Some users attempt to use this form to set up transfers to non-Fidelity accounts or to their own Fidelity accounts, not realizing the form is specifically limited to transfers to another Fidelity brokerage account registered in someone else's name. Using this form for any other type of transfer will result in rejection and require resubmission with the correct form. Read the form instructions carefully and confirm that all receiving accounts are Fidelity brokerage accounts held by a different individual before proceeding.

Frequently Asked Questions About Fidelity Standing Transfer Instructions

 

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Can I fill other forms too?
This plan is for your Fidelity Standing Transfer Instructions: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
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How does the AI fill out Fidelity Standing Transfer Instructions?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Fidelity Standing Transfer Instructions, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Fidelity Standing Transfer Instructions to fill out?
Fidelity Standing Transfer Instructions has a Form Complexity Index of 33 out of 100, in the basic tier: 19 fillable fields across 2 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Standing Transfer Instructions form?
This form allows you to establish standing transfer instructions to move cash or shares from your Fidelity brokerage account to another Fidelity brokerage account registered in someone else's name. Once set up, it authorizes future transfer requests without needing to complete a new form each time.
Who needs to fill out this form?
Any Fidelity brokerage account owner who wants to set up recurring or standing authorization to transfer funds or securities to one or more Fidelity accounts held by other individuals needs to complete this form. It is not intended for Mutual Fund Only accounts.
Can I use this form to transfer to a Mutual Fund Only account?
No. The form explicitly states that you should NOT use it to establish standing transfer instructions for a Mutual Fund Only account. You will need to use a different form or contact Fidelity directly for that type of transfer.
How many receiving accounts can I add to this form?
The form allows you to designate up to six receiving Fidelity accounts, each requiring the account number and the account owner's name. If you need to add more accounts, you can make a copy of the relevant page.
Is a Medallion signature guarantee required?
Yes, a Medallion signature guarantee is required unless you complete the form in person at a Fidelity Investor Center. You can obtain a Medallion signature guarantee from most banks, credit unions, and other financial institutions — note that a notary seal or stamp is NOT a substitute.
Do all account owners need to sign the form?
No, only one account owner is required to sign the form. However, all account holders are still bound by the terms and authorizations outlined in the form.
How do I submit the completed form to Fidelity?
You can send the entire completed form and any attachments by regular mail to Fidelity Investments, Attn: Distribution Services, PO Box 770001, Cincinnati, OH 45277-0035, or by overnight mail to 100 Crosby Parkway KC1D, Covington, KY 41015-4325. Make sure to include all pages and attachments.
Can I revoke or cancel the standing transfer instructions after submitting?
Yes, you can revoke the authorization by providing written notice to Fidelity, allowing sufficient time for Fidelity to act on the revocation. Additionally, Fidelity reserves the right to terminate the standing transfer instructions at any time at its sole discretion.
Is Fidelity responsible if the value of my assets changes during the transfer?
No. By signing the form, you acknowledge that Fidelity is not responsible for any changes in the value of assets that may occur during the transfer process. You also agree to indemnify and hold Fidelity harmless from any related liability.
Can I use AI tools like Instafill.ai to help fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, saving you time and reducing errors. You can upload the form to Instafill.ai, and it will help you complete all required fields quickly and correctly.
How can I fill out this form online using Instafill.ai?
Visit Instafill.ai, upload the Standing Transfer Instructions PDF, and the AI will guide you through filling in all required fields such as account numbers, owner names, and signatures. Once completed, you can download the filled form and submit it to Fidelity.
What if my Standing Transfer Instructions PDF is not fillable?
If you have a flat, non-fillable version of the PDF, Instafill.ai can convert it into an interactive fillable form, allowing you to type directly into the fields rather than printing and writing by hand.
What information do I need to complete this form?
You will need your Fidelity account number, your name (and any additional owner or authorized individual's name), and the account numbers and owner names of all receiving Fidelity accounts you wish to authorize. Make sure all information is accurate and complete before signing.
How should I fill out the form — typed or handwritten?
You can either type directly on screen or print the form and fill it in using CAPITAL letters and black ink. If you need more space for information or signatures, make a copy of the relevant page.
Who can I contact if I have questions about this form?
If you have questions, you can visit Fidelity.com or call Fidelity customer service at 800-343-3548 for assistance with completing or submitting the form.
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