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Learn about recent legislation impacting your 2009 MRD Requirements
Create a schedule of automatic withdrawals from your mutual fund or brokerage accounts. This is most useful for establishing an income stream or satisfying Minimum Required Distribution (MRD) rules. Fidelity does not charge a fee for this service.1
- Transfer money directly to another Fidelity account
- Deposit money electronically to your bank account via Electronic Funds Transfer
- Have a sent check sent to you
If you open a Fidelity Account and fund it with periodic withdrawals from your IRA, Keogh, or Self–Employed 401(k), we’ll waive the minimum initial deposit of $2,500.
How to Use
| If Your Account Type Is: | Use This Form: |
|---|---|
| Brokerage and mutual fund accounts (non–retirement) | Personal Withdrawal Service (PDF)  |
| Fidelity IRA | Fidelity IRA Personal Withdrawal Service (PDF) , or, for taking Minimum Required Distributions, Fidelity IRA Personal Withdrawal Service for Minimum Required Distributions (MRD (PDF) |
| Fidelity Inherited IRA | Fidelity Inherited IRA Personal Withdrawal Service (PDF) |
| Keogh Profit Sharing, Money Purchase, or Self–Employed 401(k) | Fidelity Retirement Plan Personal Withdrawal Service Request (PDF) |
| Annuity | Annuity Systematic Withdrawal Program (PDF) Partial Withdrawal/Full Surrender Form (PDF) |
Direct Debits
If you wish to authorize billers to debit your eligible accounts2 directly, you will need to provide:
- Fidelity ABA’s or routing number (101205681)
- Your 17 digit Fidelity account number format
If you have Checkwriting, use your Fidelity Checkwriting checks to find your account number format:
If you do not have checks, determine your account number format as follows:
| If Your Account Type Is: | |
|---|---|
| Non–retirement brokerage accounts beginning with X, Y or Z | When asked for the account number: Use 39900000 followed by your Fidelity brokerage account number. Substitute the following numbers for the letters in your account number:
|
| All other non–retirement brokerage accounts | 39900001 followed by your 9–digit account number |
- Note:
- As an alternative to direct debits, you can use Fidelity BillPay® with eBills to schedule regular or one time payments to your biller (Learn More).
- Fidelity accounts are considered a checking account for direct debit purposes.
1 Any mutual fund loads and transaction or redemption fees still apply. If you are moving money to a bank account, your bank may have charges.
2 Only non–retirement brokerage accounts are eligible for direct debit.
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