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  • Fidelity Distribution Form

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Fidelity Investments Distribution Form Use this form if you wish to request a distribution from your employer's retirement plan. Questions: If you would like more information about distributions,.

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Related content

Instructions for Forms 1099-R and 5498 (2020) |...
Feb 19, 2020 — You do not have to file a separate Form 1099-R for each distribution...
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Fidelity Distribution Rollover Form
For most other types of distributions (such as cash or hard- ship, find the appropriate...
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BOSTON/xinet/BosWork/Jobs/25543/PIECE95/25543 08...
Go to Fidelity.com/movemoney or call 800-343-3548. One-Time Withdrawal – IRA Use this...
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Call 800-343-3548 and a rollover specialist will help you every step of the way. They can answer your questions, plus help you initiate the distribution and complete any paperwork that may be required.

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.

Regardless of your age, you will need to file a Form 1040 and show the amount of the IRA withdrawal. Since you took the withdrawal before you reached age 59 1/2, unless you met one of the exceptions, you will need to pay an additional 10% tax on early distributions on your Form 1040.

Automatic withdrawals. Such services may calculate RMDs for you, then distribute funds ing to your instructions. You can set up automatic withdrawals for your RMD with Fidelity. To get started, visit automatic withdrawals and select the year for your automatic RMD withdrawals to begin.

Go to Fidelity.com/rmd or call 800-343-3548. Use this form to request Fidelity to calculate and establish an automatic required minimum distribution (RMD) or life expectancy plan for a Traditional, Rollover, Roth, SEP, or SIMPLE IRA on an ongoing basis.

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.

A required minimum distribution (RMD) is a yearly mandatory withdrawal from tax-deferred retirement accounts that starts when the account owner reaches the age of 73.

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).

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© Copyright 1997-2025
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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
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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