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  • Fidelity Investment How To Surrender An Ira Form 2013

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If you have questions about how to fill out this form, please call the Annuity Service Center at 800-634-9361 Monday through Friday, 8 am to 8 pm Eastern Time. Faxes are not accepted. 1 CONTRACT OWNER INFORMATION - - Contract Number Phone Number Owner s First Name Owner s Last Name/Trust Name Joint Owner s First Name Joint Owner s Last Name 2 REQUEST A PARTIAL WITHDRAWAL (If you re requesting a full surrender, please skip to section 3) Important Considerations: Withdrawal.

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Questions & Answers

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Taking money out of an IRA is as easy as calling the financial institution where your IRA account is held, telling it that you would like to take money out, and signing the appropriate paperwork.

You can currently only close brokerage or cash management accounts with a zero balance through the Virtual Assistant. You should call a Fidelity representative at 800-343-3548 to close all other accounts.

Traditional IRAs Money withdrawn from a traditional IRA is taxed in the year in which it is withdrawn regardless of your age when you take money out. So, if you withdraw the full balance from the account and close it out, it will be taxed as ordinary income based on your tax bracket.

Generally, early withdrawal from an Individual Retirement Account (IRA) prior to age 59½ is subject to being included in gross income plus a 10 percent additional tax penalty. There are exceptions to the 10 percent penalty, such as using IRA funds to pay your medical insurance premium after a job loss.

Can I close my IRA and take the money? Yes, you can close your IRA and take the money. However, withdrawals from an IRA made before age 59 1/2 may be subject to a 10% early withdrawal penalty in addition to ordinary income taxes.

Investing involves risk, including loss. There is no cost to open and no annual fee for Fidelity's Traditional, Roth, SEP, and Rollover IRAs. A $50 account close out fee may apply.

You can take distributions from your IRA (including your SEP-IRA or SIMPLE-IRA) at any time. There is no need to show a hardship to take a distribution. However, your distribution will be includible in your taxable income and it may be subject to a 10% additional tax if you're under age 59 1/2.

Withdrawals can be initiated online using the “Withdraw from your IRA” button, with your choice of how to receive the money: Electronic funds transfer (EFT) to your bank (instructions must already be on file). ... Bank wire to your bank of choice. Paper check sent via US Mail. Move cash to a Fidelity non-retirement account.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232