Get Fidelity Transfer Rollover Exchange Form

Filling out the Fidelity Transfer Rollover Exchange Form online is a straightforward process that allows you to transfer assets from a previous investment provider to your Fidelity retirement account. This guide will provide you with step-by-step instructions to ensure that your submission is accurate and complete.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Provide your personal information in the 'Your Information' section. Ensure to fill in your Social Security number, date of birth, first name, last name, mailing address, city, state, zip code, evening phone, daytime phone, and email clearly.
3. In the 'Investment Provider You Are Moving Money From' section, enter the name and address of your previous investment provider as it appears on your most recent statement. Remember to include a copy of this statement with your submission.
4. Next, in the 'Account(s) or Contract(s) to Move' section, specify the account or contract number from your previous investment provider. Ensure you choose the appropriate type of account or contract from the provided options.
5. Indicate whether a full or partial liquidation is required. Specify the amount or percentage of funds you wish to move to your Fidelity account.
6. In the 'Investment Instructions' section, select whether to invest the assets in your current investment selection or specify the fund names, codes, and percentages. Ensure that the total equals 100%.
7. If necessary, obtain an authorized signature from your employer in the 'Employer Plan Acceptance' section. Contact your HR for confirmation if required.
8. Optionally, fill in the 'Duplicate Disposition Letter Request' section if you wish to receive a duplicate letter for your application.
9. Finally, sign and date the form in the 'Your Signature' section, ensuring that you have read and agreed to the terms provided.
10. Once completed, review the form for accuracy. Save your changes, print the form, and mail it to the provided address. Alternatively, if sending overnight, use the specified address.

Complete your Fidelity Transfer Rollover Exchange Form online today to facilitate a smooth transfer process.