Distribution - Recurring Payments Form - Fidelity Investments

Distribution - Recurring Payments Form at Fidelity Investments is used to set up regular recurring withdrawals from your investment accounts for purposes like retirement income or other ongoing expenses.

The person who files the Distribution - Recurring Payments Form with Fidelity Investments would be the account holder or the authorized representative of the account holder.

FAQ

Q: What is the Distribution - Recurring Payments Form?
A: The Distribution - Recurring Payments Form is a form used by Fidelity Investments for setting up recurring payments from an investment account.

Q: What is the purpose of the Distribution - Recurring Payments Form?
A: The purpose of the form is to authorize Fidelity Investments to make regular distributions from your investment account to a designated recipient or bank account.

Q: What information is required on the Distribution - Recurring Payments Form?
A: The form generally requires information such as the account owner's name, Fidelity account number, payment frequency, payment amount, recipient's name, and recipient's bank account information.

Q: Are there any fees associated with setting up recurring payments?
A: Fidelity Investments may charge fees for certain types of recurring payments, such as wire transfers. It is recommended to review the fee schedule or contact Fidelity Investments for specific information.

Q: Can I change or cancel recurring payments after setting them up?
A: Yes, you can usually change or cancel recurring payments by submitting a new Distribution - Recurring Payments Form or contacting Fidelity Investments customer service.