Fidelity eft application pdf form 2026

1. Click ‘Get Form’ to open the Fidelity EFT Application PDF in the editor.
2. Begin by filling in your personal information in the 'Account Information' section. This includes your name, date of birth, and Social Security number. Ensure you type clearly in all capital letters.
3. Next, provide your address details including street address, city, state, and ZIP code. Include your work and home telephone numbers for contact purposes.
4. In the 'Bank Account Information' section, enter your bank's name and address. Select the type of bank and account you have by checking the appropriate boxes.
5. Fill in the names on the bank account along with the ABA routing number and bank account number. Make sure this information matches what is on file with your bank.
6. Complete any additional information required for verification purposes, including attaching a voided check if necessary.
7. Finally, read through the authorization statement carefully before signing and dating it at the bottom of the form.

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