EFT Authorization Form

What is an EFT Authorization Form?

The EFT Authorization Form is used for establishing the Electronic Funds Transfer Form (EFT) instructions on your Fidelity account. This form contains only one page and doesn’t need any additional documents to fill out online for free.

What do I need the Electronic Funds Transfer Authorization Form for?

• To set the instructions about your transfers on Fidelity account;
• You can also fill out this form if you have eligible retirement and non-retirement accounts;
• The document can also be used for making routine transfers from or to your bank;
• This form is not intended for requesting a specific transaction.

How to Fill out Printable EFT Authorization Form Template?

Step 1: Leave your personal info

First, indicate your name and SSN. Next to the fields are the Grade or Rank and the name of your business organization. You should leave the mailing address and a phone number (both home and work options) there. 

Step 2: Data about the financial institution

The next section of the fillable EFT Authorization Form requires information about the financial institution. It includes the account number and its type. Finally, indicate the routing number that should contain 9 digits. 

Step 3: Write a signature

To finish working with a PDF blank, sign the document and write the date. You can either make an electronic signature on the PDFLiner site or download and print the electronic funds transfer EFT authorization form manually.

How to Submit Bank Authorization EFT Form?

1. Download the bank authorization EFT form.
2. Complete the form with your banking information.
3. Sign and date the form.
4. Include a voided check or deposit slip with the form.
5. Mail the form to your bank.

What Details are Needed for Standard EFT Form?

Your bank transfer authorization form should contain the following information:

1. Name, address, and telephone number of the person or company initiating the payment;
2. Name, address, and telephone number of the person or company receiving the payment;
3. The amount of the payment;
4. The date the payment is to be made.

Organizations that work with blank EFT Authorization Form

• Fidelity Investments.
• Banks.