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Get Fidelity Transfer Rollover Exchange Form

A that is at least 2 years old. B. AMOUNT YOU WANT TO MOVE Move all assets to Fidelity (full liquidation) Select only one. Move only this percentage of assets (partial liquidation): Move only this dollar amount of assets (partial liquidation): C. TYPE OF TRANSACTION Select the description that most accurately reflects the transaction you are requesting. The description you select will determine whether your transaction is considered a transfer, a rollover, or an exchange. Each of these is sl.

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