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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. For Earnings Automatic Withdrawal Plans: Earnings Automatic Withdrawal plans generate a distribution only when your designated account has received dividends, capital gains, or interest from one or more of your account holdings and you have directed those earnings to be distributed.

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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