You can request a single check or schedule checks to be sent automatically on specific dates. Checks can be sent to your record address or to your bank account.
Your check will arrive five to seven business days after your request is received by Fidelity. There is no fee to have a check sent, however if you need to liquidate any holdings, commissions or mutual fund fees, if any, still apply.
Download the appropriate form below.
Important Tax Considerations
Before you request withdrawals from your retirement accounts, note IRS regulations regarding early or normal distributions and minimum required distributions (MRD). Guidelines are included with the form. Consult a tax advisor regarding your circumstances.
For Single Withdrawals
For Regular (scheduled) Withdrawals