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. An Automatic investment typically involves two separate transactions: a debit to a source account and a purchase in the receiving account.

• The maximum electronic funds transfer (EFT) contribution amount is $50,000 per transaction. HSAs • If you still plan to automatically invest your non-payroll HSA contributions, please consider your time horizon and risk tolerance as well as your liquidity needs for payment of ongoing medical expenses, including payments using your

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  Electronic, Fund, Transfer, Electronic funds transfer

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