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N using CAPITAL letters and black ink. If you need more room for information or signatures, use a copy of the relevant page. Helpful To Know U his form isn t right for all transfers. Call Fidelity if you are: se one form for each account you re transferring out of. T - converting an IRA to a Roth IRA ransfers can create legal issues (especially around T - rolling over from a 401(k), 403(b) or other workplace plan beneficiaries and form of ownership) as well as tax issues -.

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U.S. mail Deposits intended forUse mailing addressBrokerage, 529, and mutual fund accountsFidelity Investments PO Box 770001 Cincinnati, OH 45277-0003Self-employed 401(k) contribution remittanceFidelity Investments PO Box 770001 Cincinnati, OH 45277-00034 more rows

In order to transfer your SEP-IRA to Fidelity, the SEP-IRA must be based upon IRS Form 5305-SEP. Request from your Financial Representative a separate Fidelity Advisor SEP/SARSEP-IRA Application if you are establishing a new SEP-IRA. ** Notify your employer of your SARSEP transfer.

Go to Fidelity.com/TransferMoneyShares or call 1-800-544-6666. Use this form to transfer assets from one Fidelity brokerage account to another Fidelity brokerage account. Do NOT use this form to change the registration of an existing account or to transfer from or to a Mutual Fund Only account.

Please contact your previous investment provider to see if additional paperwork is required. Use a separate form for each investment provider. Fidelity Investments 100 Crosby Parkway, KC1E Covington, KY 41015 through the App Store® or Google PlayTM store.

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.

Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036. Recent tax law changes have generally increased your rollover options. However, we encourage you to consult your tax advisor before consolidating your retirement savings assets.

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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
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