Transcription of Automatic Investments
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Example: bachelor of science
Automatic Investments
Page 1 of 5 Questions? Go to or call InvestmentsUse this form to establish, update, or delete an Automatic investment plan that allows you to regularly invest in the core position or in mutual fund(s) in a Fidelity nonretirement, ABLE, or HSA account; 529 College Savings Plan; Fidelity managed account (whether nonretirement or IRA); IRA; or SEP IRA. Do NOT use this form to establish, update, or delete an Automatic investment plan to or from Defined Contribution Retirement Plan accounts, SIMPLE IRAs, Inherited IRAs, or annuities, or to set up Investments coming from a 529 College Savings Plan or an ABLE account. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant to Know Review Automatic Investments Transaction Policies at the end of this form for important information regarding policies and timing of transactions.
Investments will be placed in the core position unless you specify the mutual fund position(s) on the following page. 529/ABLE/Fidelity managed accounts: Investments will be placed in the core position and then applied according to your current model portfolio or your most recent investment allocation information on file. Be sure the start date
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