Do I need to complete any forms if I am making contributions using BPay or Electronic Funds Transfer?
BPay – No EFT – Yes Different contributions are treated differently for tax purposes, so we need to know how to allocate each contribution. You therefore need to complete and return the relevant form (i.e. a Lump sum contribution payments, Spouse contribution advice or Employer contribution remittance Form) which you can download from our website or contact us and we will send the forms to you. The sooner we receive your completed form, the sooner we can invest your contribution.
Related Questions
- What information is required on the supplemental Electronic Funds Transfer (EFT) forms, and who is eligible to receive EFT remittances?
- How can I get information about Fidelity Electronic Funds Transfer transactions in brokerage and college savings plan accounts?
- What if the electronic funds transfer cannot be processed?
