|
Send a Check |
||||||
You can mail a check to Fidelity for credit to your account. See Instructions and Acceptable Check Types below for further details. To ensure proper crediting, please use the appropriate deposit slip below. You will need to allow five business days for U.S. mail delivery to Fidelity. You may also want to consider other convenient account funding options such as: Deposit Slips and Contribution FormsUse the appropriate deposit form or, order deposit slips for ongoing usage.
InstructionsWhen writing or requesting a check to be deposited to your account, please use the following instructions and/or form according to your account type.
529 College Investing Plans529 Plan Investment Instructions (PDF) . This page will open in a popup window. – Complete this form to make a contribution to your 529 account, to change how your future contributions are invested, to designate a one-time allocation for a contribution, or to make a yearly reallocation of the money you've previously invested in your account. Make the check payable to Fidelity Brokerage Services LLC and mail to: Overnight/Certified Mail: AnnuitiesAnnuity Additional Purchase Form (PDF) . This page will open in a popup window. – Complete and enclose this form with your check. Make your check payable to Fidelity Investments Life Insurance Company (New York residents, make checks payable to Empire Fidelity Investments Company) and mail to: Fidelity Investments Life Insurance Company In New York Only: Acceptable Check TypesThe following types of checks are acceptable:
Fidelity will not accept the following types of checks:
Endorsement RequirementsAn endorsement may be required when depositing second party checks. Generally, if the check payee name does not match the owner name(s) of the Fidelity account the check is being deposited into. |