Get Fidelity Investments Non Acat Fax # Form

This guide provides comprehensive, step-by-step instructions on how to complete the Fidelity Investments Non Acat Fax # Form online. By following these detailed instructions, you will ensure that your account transfer process is smooth and efficient.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin filling in section A with your Alpine account information. Enter your name as it appears on your account, your Alpine account number, and your Social Security or Tax ID number.
3. Proceed to section B and provide information about the account you are transferring. Complete this by entering the name of your firm, fund company, or insurance company, along with your account number and the title as shown on your statement.
4. Move to section C. Here, you must complete only one of the subsections (C1, C2, or C3). Be sure to attach a copy of your most recent statement. For C1, indicate if you want to transfer your entire account or only specific assets for partial transfers.
5. If you are transferring mutual funds, complete section C2. Specify how you would like your shares transferred and whether to reinvest dividends and capital gains.
6. For C3, indicate if you are transferring cash from a bank, savings & loan, or an annuity. Provide either the total amount or specify a portion you wish to transfer, and acknowledge any penalties if applicable.
7. In section D, provide your signature, date it, and attach a copy of your latest statement. This signifies your permission to transfer your assets.
8. Review the terms and conditions outlined in section E, ensuring you understand your obligations regarding asset transfer and tax implications.
9. Finally, save changes, and choose to download, print, or share the completed form as necessary, ensuring all required documents are submitted.

Begin filling out your forms online today for a hassle-free account transfer experience.