One-Time Withdrawal FormNonretirementFidelity Investments Use this form to make a one-time withdrawa 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Section 1 with your account information, including your Fidelity Account Number, name, Social Security or Taxpayer ID Number, and primary phone number.
3. In Section 2, specify your withdrawal request. Choose whether you want to withdraw all core cash, a specific dollar amount, or the entire value of your account. Ensure that the amount does not exceed your available balance.
4. Proceed to Section 3 to select your withdrawal method. Indicate if you prefer an electronic funds transfer (EFT) or a check. If establishing standing bank wire instructions, ensure you provide all necessary bank details.
5. Finally, sign and date the form in Section 4. Remember that a Medallion signature guarantee is required for certain transactions.

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