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                Get Fidelity Distribution Request Form 2012-2025
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How to fill out the Fidelity Distribution Request Form online
Filling out the Fidelity Distribution Request Form online can streamline the process of requesting a distribution from your Fidelity Advisor 403(b) account. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.
Follow the steps to complete your distribution request form.
- Click ‘Get Form’ button to obtain the Fidelity Distribution Request Form and open it in your preferred editing tool.
- In the 'Account Information' section, fill in the account owner’s name (or the name of the trust, estate, or fiduciary), date of birth, street address, city, state, ZIP code, work telephone, home telephone, social security number, and date of hire. Ensure all entries are clear and legible.
- Provide the 'Employer Information', including the name of the employer sponsoring your plan and the employer's contact details, such as telephone number and address.
- In the 'Financial Advisor Information' section, indicate the firm name, advisor’s name, and contact details so your financial advisor can assist you as needed.
- Select your reason for distribution from the available options provided. Your selection will determine if any signatures are necessary.
- Choose your method of distribution payment. Options include direct rollover, partial withdrawal, full withdrawal, and systematic withdrawal plan. Review the descriptions and choose what best suits your needs.
- In the 'Notice of Withholding' section, read the information about potential tax withholding options and select your preferences for federal and state tax withholding.
- Have your employer or plan sponsor complete and sign the 'Employer/Plan Sponsor or TPA Approval' section, certifying the distribution requirements have been met.
- Review all provided information for accuracy. Upon ensuring everything is correct, sign the 'Your Signature' section and include the date.
- Once completed, save changes to the form, then download, print, or share it as necessary to submit your request.
Complete your Fidelity Distribution Request Form online today to ensure a smooth distribution process.
A distribution request form is an essential document used to officially request funds from your investment accounts. The Fidelity Distribution Request Form specifies the type of distribution and the amount you wish to withdraw. This form is crucial for maintaining accurate records and ensuring that your requests comply with financial regulations.
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