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Questions? Options Options Transaction Policies - …

Questions? Go to or call 1 of 3 OptionsAgreementThis document describes the features, Policies , costs, and risksassociated with Options trading. Please review this document andkeep it for your records. Do not return it to to Contact Us:For matters concerning your account, including questions, changes,and notifications of errors, reach us:By Phone:800-544-6666In Writing: fidelity InvestmentsPO Box 770001 Cincinnati, OH 45277-0045 Who s Who in This AgreementIn this document, fidelity , us, and we includesFidelity Brokerage Services LLC ( FBS ), FidelityDistributors Corporation, and National FinancialServices LLC ( NFS ), and their employees, agents,and representatives, as the context may require.

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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Designated Investments Agreement - Fidelity

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Designated Investments Agreement I understand that from time to time Fidelity may determine to accept orders for certain investments (Designated Investments) only …

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Pyramis Global Advisors December 31, 2008 - Fidelity

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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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FREQUENTLY ASKED QUESTIONS Why am I receiving a Form 1099-R? The IRS requires Fidelity to issue a Form 1099-R if you took more than $10 in distributions from your retirement plan, IRA, annuity, pension, insurance contract, etc.

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Questions? Go to fidelity.com/checkwriting or call 1-800 ...

personal.fidelity.com

Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of this page. 1. Account Owner(s) Name(s) Account Number Fidelity Fund Name or Symbol Required if your account number begins with a “2” and then any two letters. 2. Checkwriting Set-up

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Fidelity Funds Account Transfer of Assets Form

personal.fidelity.com

I have attached my completed Fidelity Funds application. My existing Fidelity Funds account number is: . List the name(s) of the Fidelity mutual funds into which the transfer proceeds are to be deposited. The total must add up to 10 0%. Fidelity Fund Name Percentage of Proceeds % % % Total = 100%

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ACTIVE TRADER PRO - Fidelity Investments

personal.fidelity.com

If you are using a cellular modem or satellite connection to the internet, you may lays in streaming data within Active Trader Pro. DOWNLOAD our servers. Several factors can affect the time it will take for ATP to download to your computer, most importantly the speed connection. Th a 21 MB download take into ac ur connection speed:

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Investors who reside outside the United States

personal.fidelity.com

• 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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Automatic Withdrawal Terms and Instructions for Non ...

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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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Cashier Check - Fidelity Investments

personal.fidelity.com

Fidelity Representative for instructions on whether possible, and how to deposit the check back into your account. • Fidelity may charge a fee to issue a cashier’s check — please check with your Fidelity Representative. •s checks will be sent via overnight mail to the Cashier’ account owner’s address.

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Standing Transfer Instructions - Fidelity Investments

personal.fidelity.com

Standing Transfer Instructions se this form to establish standing transfer instructions to another Fidelity broerage account registered in someone elses name. Establishing standing transfer instructions will allow you to reuest transfers of cash or shares to authoried accounts by phone.

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