Get Alternate Payee Distributi - Fidelity Investments

Filling out the Alternate Payee Distribution form from Fidelity Investments can seem complex, but this guide will help you navigate each section with ease. Follow these step-by-step instructions to ensure a smooth submission process.

Follow the steps to complete the form accurately.

1. Press ‘Get Form’ button to obtain the form and access it in the online editor.
2. Fill in the Alternate Payee Information section by entering your Social Security number, date of birth, name, address, and phone numbers. Ensure that you use a black pen and print clearly in capital letters.
3. Complete the Participant Information section with the Participant's Social Security number and plan number if you know it. Include their first and last name.
4. Provide the Participant’s Employer Information by writing the name of the employer or plan sponsor for whom you are requesting the distribution.
5. Indicate the Reason for Distribution and choose the appropriate option from the list. If applicable, these may include hardship withdrawals or eligibility criteria related to the Participant.
6. Select your preferred Distribution Options. You may choose to take a full or partial withdrawal, specify sources or amounts, and opt for systemic withdrawal plans or specific dollar methods.
7. Specify the Form of Payment you prefer, whether payable to you, as a direct rollover, or to an existing retirement plan. Make sure to provide the name of the receiving investment provider if applicable.
8. Complete the Income Tax Withholding section, indicating whether you elect not to withhold taxes or specify the percentage you wish to withhold for federal and state taxes.
9. Sign and date the form in the Alternate Payee Signature section. Include a signature guarantee if required based on the distribution amount and conditions.
10. If necessary, complete the Plan Sponsor Approval section. Contact Fidelity or the employer to determine if approval is required. Ensure that the form is signed and dated by the appropriate party.
11. After completing all sections, review the form for accuracy. Then, save changes, download, print, or share the form according to your needs.

Complete your distribution request online for a seamless experience.