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Automatic Withdrawal Terms and Instructions for Non ...

Automatic Withdrawal Plan Terms and Instructions for Non-retirement Accounts By using the online enrollment process to establish your Automatic Withdrawal plan, you authorize and direct fidelity brokerage Services LLC and its affiliates (together fidelity ) and fidelity s agents, employees or successor custodians to withdraw from your non-retirement brokerage or mutual fund only account either (i) earnings as they are generated and to carry such amounts pending distribution, or (ii) a fixed amount specified by you, and to distribute such amounts according to the schedule you have established. The following Terms and Instructions govern your Automatic Withdrawal plan. A Revised Account Profile will be sent to you upon establishment of your Automatic Withdrawal plan.

A. Direct deposit into your non-retirement Fidelity Brokerage or Fidelity Mutual Fund only account. (If you do not have a Fidelity non-retirement account, one can be established today at . Fidelity.com, or call us at 1-800-544-6666 to obtain an application.) You will need that account number to appear online for this option to be chosen.

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Questions? Options Options Transaction Policies - …

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Questions? Go to Fidelity.com/options or call 1-800-544-6666. 1.734349.113 Page 1 of 3 Options Agreement This document describes the features, policies, costs, and risks

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6 As of December 31, 2008, 449 employees at Pyramis Global Advisors and 702 employees at Fidelity Investments Canada, ULC, part of the business unit of Pyramis. 7 Reflects combined resources of Pyramis, Fidelity Investments, and FIL as of December 31, 2008.

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Understanding Your 2008 Form 1099-R - Fidelity

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personal.fidelity.com

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• Customers residing outside the United States will not be allowed to open new 529 Savings Plan Acco unts (“529”) or Health Savings Accounts (“HSA”), or to continue to contribute to existing 529 or HSA accounts. • As of August 1, 2014 customers residing outside the United States will not be allowed to purchase shares of mutual funds.

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