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  • Fidelity Transfer Rollover Exchange Form

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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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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.

If you would like to roll over a former employer's retirement savings plan that is recordkept by Fidelity, please call a rollover specialist at 800-343-3548 for assistance.

Direct rollover – If you're getting a distribution from a retirement plan, you can ask your plan administrator to make the payment directly to another retirement plan or to an IRA. Contact your plan administrator for instructions.

A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan distribution to roll it over to another plan or IRA.

What is the difference between a transfer and a rollover? A transfer is used to move funds from a single type of account between two institutions. A rollover involves moving funds from one type of account to another type of account.

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.

We've laid out a step-by-step guide to help you roll over your old Fidelity 401(k) in five key steps: Confirm a few key details about your 401(k) plan. Decide where to move your money. Initiate your rollover with Fidelity. Get a check in the mail and deposit it into the new account.

Overview: How to start your 401(k) rollover Decide what kind of account you want. ... Decide where you want the money to go. ... Open your account and find out how to conduct a rollover. ... Begin the rollover process. ... Act quickly. ... Keep your 401(k) with your previous employer. ... Roll over your 401(k) to an IRA.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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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