Filling Out Fidelity Investments Deposit Slips: A Quick Guide

A Fidelity Investments Deposit Slip is a form that allows customers to deposit funds into their accounts. There are three main types of deposit slips: Regular, Retirement, and Business. To complete the form, you need to fill out your personal information, including your name, address, and account number, indicate the type of account, enter the deposit amount, sign and date the slip, and then submit it along with your funds to Fidelity Investments.

Personal information: name, address, account number

To fill out the "Personal Information" section of a Fidelity Investments Deposit Slip, you will need to provide your full name, address, and account number. This information is crucial for identifying you as the account owner and ensuring that your deposit is credited to the correct account.

When filling out your name, make sure to write your full legal name, including any middle names or initials, to match the name associated with your Fidelity account. This helps to prevent any confusion or errors in processing your deposit.

For the address section, provide your current and accurate residential address. This should include the street name and number, city, state, and zip code. It is important that your address is up-to-date to avoid any potential delays or issues with your deposit.

The account number is another critical piece of information. Make sure to enter your unique Fidelity account number accurately. This number identifies your specific account within Fidelity's system, ensuring that your deposit is credited to the correct account. Double-check that you have provided the correct account number to prevent any delays or errors in processing your deposit.

It is important to note that the format and specific instructions for filling out the deposit slip may vary depending on the type of Fidelity account you hold. For example, a Regular Deposit Slip for a standard Fidelity Investments account may have slightly different sections compared to a Retirement Deposit Slip for an IRA or 401(k) account. Always refer to the specific instructions provided by Fidelity for the type of account you are depositing into.

Remember to review your personal information carefully before submitting your deposit slip. This helps ensure that your deposit is processed smoothly and accurately, and it can save you time and hassle in case of any discrepancies or errors.

Account type: regular, retirement, or business

When filling out a Fidelity Investments deposit slip, you will need to provide the account type: regular, retirement, or business. This is an important piece of information that helps ensure your deposit is credited to the correct account. Here's a detailed guide on what each of these account types entails and how to fill out the deposit slip accordingly:

Regular Account:

A regular account is a non-retirement and non-business investment account. If you have a standard brokerage account at Fidelity, you would select "regular" as the account type. In this case, simply write "regular" or "brokerage" in the designated field on the deposit slip. Make sure to include your account number accurately to ensure the proper routing of your deposit.

Retirement Account:

If you are depositing funds into a retirement account, such as a Traditional IRA, Roth IRA, or Rollover IRA, you would select "retirement" as the account type. After making your selection, specify the type of retirement account by writing the acronym or full name, such as "IRA," "Roth IRA," or "Rollover IRA." Don't forget to include your account number to ensure accurate processing.

Business Account:

For business investment accounts, you would choose "business" as the account type. This category includes a range of business entity types, from sole proprietorships to partnerships, corporations, and limited liability companies (LLCs). Specify the exact nature of your business account and provide the associated account number to ensure your deposit is directed to the correct business entity.

Refer to the instructions provided by Fidelity or contact their customer support for clarification on the exact codes or terminology to use. It's important to fill out your personal information, including your name and address, accurately to avoid any delays or issues with processing your deposit.

Deposit amount

The deposit amount section of the Fidelity Investments Deposit Slip is where you will record the amount of money you are depositing into your account. This could be a single deposit or multiple smaller deposits added together.

Firstly, if you are depositing cash, count the cash you are depositing and write the total amount in the "Cash" section of the deposit slip.

Secondly, if you are depositing checks, list each check you want to deposit on the front of the deposit slip. For each check, enter the check number and the amount in the designated boxes. If you have more than two checks to deposit, you can list the additional checks on the back of the deposit slip and total them up there.

Thirdly, add up all the cash and checks you are depositing to get the subtotal.

Finally, if you would like to receive some of the deposited money back, subtract the amount you want to receive from the subtotal to get the total for your net deposit.

Multiple checks: list individual amounts and total

When filling out a Fidelity Investments deposit slip for multiple checks, it is important to list each check amount individually and calculate the total amount. Here is a step-by-step guide:

• Start with your personal information: At the top of the deposit slip, fill in your personal details, including your full name, address, and account number. This ensures that Fidelity knows who is making the deposit and which account to credit.
• Indicate the account type: Choose the type of account you are depositing funds into, such as Regular, Retirement, or Business. This helps Fidelity process your deposit correctly, as different types of accounts may have different regulations and requirements.
• List individual check amounts: If you have multiple checks, list each check amount separately. Be sure to write the exact amount of each check, including cents. This provides a clear record of each check deposited.
• Calculate the total amount: Add up the values of all the individual checks to get the total amount of your deposit. Enter this total amount on the deposit slip. This gives you and Fidelity a clear understanding of the total value of your deposit.
• Sign and date the deposit slip: Before submitting the deposit slip, don't forget to sign and date it. This adds a layer of security and helps authenticate the transaction.
• Keep a copy for your records: Detach the deposit slip or make a copy before submitting it to Fidelity. Keeping a copy for your personal records is always a good idea, as it allows you to track your deposits and confirm that they have been correctly credited to your account.
• Submit the deposit slip with your checks: Finally, send the completed deposit slip along with your checks to Fidelity Investments. You can mail your deposit to the appropriate Fidelity address or use the Fidelity mobile app to deposit your checks remotely.

Remember to fill out the deposit slip accurately and completely. If you have any questions or concerns, you can always contact Fidelity's customer support for assistance.

Signature and date

Signing and dating the deposit slip is the penultimate step in the process of filling out a Fidelity Investments Deposit Slip. This step is crucial as it authorises the transaction and confirms your intention to deposit the specified funds into your Fidelity Investments account.

When signing the deposit slip, use the name associated with your Fidelity Investments account. This should match the name on any cheques or other documentation you are providing. Sign clearly and legibly, preferably in the same style that you usually use for important documents.

The date you add next to your signature should be the current date, indicating when you are submitting the deposit slip. Be sure to include the day, month, and year to ensure a clear and accurate record of the transaction.

After signing and dating the deposit slip, you will need to detach it and retain a copy for your personal records. This copy will serve as a reference and proof of your deposit request. It is always a good idea to keep a copy of important financial documents.

Finally, submit the signed and dated deposit slip, along with any associated funds or cheques, to Fidelity Investments. You can do this by mailing it to the appropriate Fidelity Investments address or by delivering it in person to a Fidelity Investor Centre, depending on your preference and location.

Frequently asked questions