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  • Fidelity Investments Alternate Payee Distribution Form

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Tion Form or by completing this Alternate Payee Distribution Form. Retirement Plan Sponsor Approval. When you are required to complete this form to request a distribution, please contact Fidelity to determine if the Plan Sponsor is required to complete Section 10. Plan Sponsor Approval of this form. When Plan Sponsor approval is required Fidelity will provide you the name and address of the Plan Sponsor. Mailing instructions: Unless the Plan Sponsor needs to first complete Section 10. Plan.

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Go to Fidelity.com or call 800-343-3548. Use this form to request a one-time withdrawal from a Fidelity Self-Employed 401(k), Profit Sharing, or Money Purchase Plan account. Possible requests include a one-time, immediate distribution; a qualified or direct conversion to a Roth IRA; or a direct rollover.

Go to Fidelity.com/movemoney or call 800-343-3548. Use this form to make a one-time, tax-reportable distribution from a Traditional, Rollover, Roth, SEP, SIMPLE, or Inherited IRA.

Go to Fidelity.com/movemoney or call 800-343-3548. Use this form to make a one-time, tax-reportable distribution from a Traditional, Rollover, Roth, SEP, SIMPLE, or Inherited IRA.

Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. Use this form to request a one-time cash distribution from your 401(a), 401(k), 403(b), or 457(b) governmental employer plan. Fill in by hand using CAPITAL letters and black ink, or on screen (if PDF).

On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.

Generally, 7-10 business days after establishing Electronic Funds Transfer on your account, you can begin to withdraw money from, as well as deposit to, your Fidelity account using Fidelity.com.

Go to Fidelity.com/movemoney or call 800-343-3548. Use this form to make a one-time withdrawal from your nonretirement Brokerage or Mutual Fund Only account. Do NOT use this form for retirement accounts, annuities, 529 college savings plan accounts, or ABLE accounts.

Deposit an old 401(k) check Important: The check should be made payable to Fidelity Management Trust Company (or FMTC), FBO [your name]. Be sure to include your IRA account number on the check. Use your iPhone®, iPad®, or AndroidTM to scan and deposit checks. Find an investor center by zip code.

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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