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Get Rollover Fidelity 403b To Tsp Form
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How to fill out the Rollover Fidelity 403b To Tsp Form online
This guide provides step-by-step instructions on how to complete the Rollover Fidelity 403b To Tsp Form online. By following these guidelines, users of all experience levels can easily navigate the form and ensure accurate submissions.
Follow the steps to complete your rollover form effectively.
- Click ‘Get Form’ button to access the form and open it in the online editor.
- In the first section titled 'Your Information,' fill out your personal details including your date of birth, Social Security number, name, mailing address, and phone number.
- For the section on 'Investment Provider You Are Moving Money From,' enter the name and address of your previous investment provider as stated on your most recent account statement. Attach a copy of this statement for reference.
- In the 'Accounts or Contracts to Move' section, provide your account or contract number. If you do not have this number, the form will use your Social Security number to request the assets. Indicate whether you are moving full or partial liquidation by selecting the appropriate option.
- Fill in your 'Fidelity Account Information.' Provide the employer name for your Fidelity account and the plan type to ensure proper allocation of assets.
- In the 'Investment Instructions' section, decide if you want your assets to be allocated to your current investment selection. If not, list the fund names, fund codes, and percentages, ensuring that the total equals 100%.
- Check if an 'Employer Plan Acceptance' is necessary by ensuring an authorized signature is provided if required. Contact your Human Resources office for assistance.
- In the 'Your Signature' section, read the legal information thoroughly and provide your signature along with the date for the form to be valid.
- Finally, review the checklist provided to ensure all necessary documents and signatures are included, then save your form. You can download, print, or share your completed form as needed.
Complete your rollover documents online to streamline your retirement account management.
Yes, Fidelity does allow 403b rollovers. If you are looking to consolidate your retirement accounts, you can easily transfer your funds from a 403b to a Fidelity account. This option can offer you a broader range of investment choices and flexibility. When managing your Rollover Fidelity 403b To Tsp Form, ensure you check Fidelity's specific procedures for a smooth transition.