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Get Fidelity Transfer Rollover Exchange Form
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How to fill out the Fidelity Transfer Rollover Exchange Form online
Filling out the Fidelity Transfer Rollover Exchange Form online can streamline the process of moving retirement plan assets. This guide will walk you through each section of the form, ensuring that you complete it accurately and efficiently.
Follow the steps to successfully complete the form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Provide your personal information in Section 1. This includes your first name, middle initial, last name, mailing address, social security or tax ID number, and daytime and evening phone numbers. Ensure you enter all information clearly and accurately.
- In Section 2, list the investment provider you are transferring assets from. Include the provider's name, mailing address, city, state, zip/postal code, and phone number. Be sure to mention how many assets you wish to move to Fidelity.
- In Section 3, specify the assets you want to move to Fidelity. Provide the account number and type. Select whether you wish to move all assets, a specific percentage, or a specific dollar amount. Also, choose the type of transaction that best describes your request.
- Specify the Fidelity account you will be moving your assets into by selecting the plan type and providing the plan number if known. Provide investment instructions on how you want your assets allocated once moved.
- In Section 4, review and sign your authorization for the asset transfer. Ensure that you understand the terms, and that the information you have provided is accurate and complete.
- If required, Section 5 requires the signature of your current employer. Check with Fidelity if this is necessary for your transfer.
- Once completed, ensure all information is provided and your form is signed. Make a copy of the most recent statements from the accounts you are transferring from and send the completed form along with the statements to Fidelity via regular mail or overnight delivery.
- Finally, you can choose to save changes, download, print, or share the form as needed.
Complete your Fidelity Transfer Rollover Exchange Form online today and streamline your retirement account management.
Related links form
To submit paperwork to Fidelity, gather all necessary documents, including the Fidelity Transfer Rollover Exchange Form. Depending on your preference, you can either mail the paperwork to the address listed on Fidelity’s site or use their online submission tools. Following the guidelines from Fidelity ensures that your documents are properly received and managed.
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