Mailing Your Fidelity Investment Deposit: Address And Tips

There are several ways to deposit money into a Fidelity account. You can set up payroll direct to an eligible Fidelity account, send money to or from a bank account with an electronic funds transfer (EFT), wire money from a bank or third-party account, deposit a check via mobile upload or mail a paper check, transfer money from one Fidelity account to another, or transfer money via a third-party payment app like Venmo or PayPal. If you choose to mail a paper check, there are different addresses depending on the type of account and whether you are using standard or overnight/certified mail.

Mailing address for rollover checks: Fidelity Investments ATTN: Direct Rollovers PO Box 770001 Cincinnati, OH 45277-0037

If you are mailing a rollover check to Fidelity Investments, you will need to use the following address:

Fidelity Investments

ATTN: Direct Rollovers

PO Box 770001

Cincinnati, OH 45277-0037

This address is specifically for mailing in rollover checks from an old 401(k) plan. When sending a rollover check, make sure the check is made payable to "Fidelity Management Trust Company" or "FMTC", followed by "FBO [your name]". Don't forget to include your IRA account number on the check.

If you are sending a direct rollover from an employer plan to a retirement account, include the code "DRC" in the mailing address.

For those who prefer to send their rollover checks via overnight or certified mail, use the following address:

Fidelity Investments

ATTN: Direct Rollovers

100 Crosby Parkway KC1H

Covington, KY 41015-0037

Mailing address for customers outside New York state: Fidelity Investments Life Insurance Service Center PO Box 770001 Cincinnati, OH 45277-0050

If you are a customer of Fidelity Investments and reside outside of New York State, the mailing address for deposits is:

Fidelity Investments Life Insurance Service Center

PO Box 770001

Cincinnati, OH 45277-0050

This address can be used for mailing life insurance forms, annuity forms, checks, or copies of important documents such as driver's licenses, birth or death notices, and marriage certificates.

It is important to note that there are different mailing addresses for customers residing in New York State and for specific types of transactions, such as direct rollovers or payments related to trading activities. Therefore, it is recommended to carefully review the appropriate mailing addresses provided by Fidelity before sending any correspondence.

Additionally, Fidelity encourages customers to complete forms online whenever possible and offers various digital options, such as mobile check deposit, to facilitate transactions.

Mailing address for customers in New York state: Empire Fidelity Investments Life Insurance Company Annuity Service Center PO Box 770001 Cincinnati, OH 45277-0051

If you are a New York state resident and wish to mail a deposit to Fidelity Investments, you will need to use the following address:

Mailing address for customers in New York state:

Empire Fidelity Investments Life Insurance Company

Annuity Service Center

PO Box 770001

Cincinnati, OH 45277-0051

This address is specifically for customers in New York state, as indicated by "In New York Only" on the Fidelity website. It is important to use the correct address to ensure that your mail reaches the intended recipient.

When mailing a deposit to this address, be sure to include the appropriate deposit or contribution form, such as the 401(k) Contribution Remittance Form, Non-Prototype Retirement Account Form, or Annuity Additional Purchase Form. You can also order pre-printed deposit slips. Write your account number and, if applicable, the contribution year, in the memo field of your check.

Make checks payable to "Empire Fidelity Investments Life Insurance Company" if you are a New York resident.

Additionally, allow five business days for US mail delivery. For faster delivery, you may use the overnight/certified mail address provided by Fidelity for other types of deposits:

Fidelity Investments

100 Crosby Parkway

KC1H Covington, KY 41015

Mailing address for paper checks for deposits: Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0003

If you need to mail in documents, deposit paper checks, or pay for a trade via U.S. mail, please use one of the following Fidelity addresses:

Mailing address for paper checks for deposits:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0003

This address can also be used for:

• All other check deposits sent via U.S. Mail
• Mobile Check Deposits that are rejected due to issues with the check photo, endorsement, account information, amount entered, banking information, multiple signatures, legibility, date, duplicate checks, payees, trustees, fees, written and numeric amounts, activation codes, foreign checks, spelling, payees, negotiable items, or checks issued more than 180 days prior.

Please note that there are different addresses for:

• Rollover checks
• Overnight/Certified Mail
• Life insurance forms
• Annuity forms
• Copies of important documents like driver's licenses, birth or death notices, and marriage certificates
• Documents to request or support changes to established accounts, including updating beneficiaries, reporting a change of address, or other requested materials
• Copies of supporting documents for newly opened accounts, including proof of ID, marriage certificates, and paper account opening applications
• Term life insurance accounts
• Transfer of Assets (TOA)

Mailing address for supporting documents for new accounts: Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0002

When opening a new account with Fidelity, you may need to mail in supporting documents. The mailing address for supporting documents for new accounts is:

> Fidelity Investments

> PO Box 770001

> Cincinnati, OH 45277-0002

This address can be used to send in documents such as proof of ID, marriage certificates, and paper account opening applications.

Please note that, in light of COVID-19, Fidelity encourages customers to complete forms online whenever possible. You can also use the Document Upload service to send documents online.

If you are mailing a deposit, the address to use depends on the type of account and the type of deposit. For example, if you are mailing a rollover check from an old 401(k), the address is:

> Fidelity Investments

> ATTN: Direct Rollovers

> PO Box 770001

> Cincinnati, OH 45277-0037

For other types of deposits, the address is:

> Fidelity Investments

> PO Box 770001

> Cincinnati, OH 45277-0003

Please ensure that you use the correct address when mailing documents or deposits to Fidelity.

Frequently asked questions