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    This is a transfer of cash from a bank account: to purchase mutual fund shares in a mutual fund account to transfer cash to the brokerage Core account to make a deposit to a College Savings Plan account and purchase units of a portfolio e. For information about or assistance with setting up or using Electronic Funds Transfer, call a Fidelity representative at Back Electronic Funds Transfer Redemption For a mutual fund account, this is a transfer of the proceeds from the sale of mutual fund shares to your bank account.

    For a brokerage account, this is transferring money from the Core account earnings on the stock exchange via the Internet your bank account.

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    For PAS accounts, this is the transfer of proceeds from the sale of assets within your portfolio to your bank account. Request distributions from Keogh accounts with a single withdrawal request form found on the Customer Service tab on Fidelity.

    Back Electronic Funds Transfer Service A service for brokerage and mutual fund accounts including eligible retirement and non-retirement accounts and also for College Savings Plan accounts.

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    The Electronic Funds Transfer service for non-retirement accounts: For brokerage accounts, allows you to transfer money between your Fidelity brokerage account and bank account For eligible mutual fund and PAS accounts, allows you to transfer money from your bank account that is used to fund your Fidelity Account or to transfer the proceeds from a sale to a bank account The Electronic Funds Transfer service for College Savings Plan accounts allows you to transfer money from your bank account that is a deposit to your College Savings Plan account.

    The transferred money is used to buy additional units in a portfolio e.

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    Note that for College Savings Plan accounts you can only transfer from your bank account and to your College Savings Plan account. Request a distribution from a Keogh account with a single withdrawal request form found on the Customer Service tab on Fidelity.

    Effective January 1,annual IRA contribution limits have increased for the tax year and beyond.

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    Eligible for Credit Adjustment Fidelity provides an annual credit adjustment on substitute payments received when a security has been loaned from a margin account with a margin debit balance over record date. The credit adjustment is applied at a rate of Since the credit adjustment itself is taxable, it contains an internal adjustment on itself. Note that all substitute payments received are not eligible for credit adjustments and certain substitute payments that currently qualify for a credit adjustment could be disqualified after the annual dividend reclassification process takes place in January

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