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What is the EFT Authorization Form?
The EFT Authorization Form is used for establishing the Electronic Funds Transfer (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 EFT 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 the EFT Authorization Form?
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 form manually.
Organizations that work with EFT Authorization Form
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