Paying for college

rocketman08
Sat, 19 Jul 2008 11:08:25 +0000

Didn’t you have to fill out a form?
I downloaded a form which I need to mail to them with the amount to be distributed.
I didn’t know you could just call… do you have to have a standing order of some sort?

I don’t have a 529 with Fidelity, but we do have other accounts there and the easiest way to put money in and take money out is to just have the account linked directly to your bank account. Once you provide your details it takes a few days for them to set it up, but then after that you can put money in or take money out with just a quick phone call and it usually occurs the next biz day.