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How to fill out the Fidelity 3.TEMDISTRO.104 online
Filling out the Fidelity 3.TEMDISTRO.104 form is an essential process for requesting a rollover distribution from your retirement plan. This guide will provide you with clear instructions on how to complete each section of the form efficiently.
Follow the steps to fill out your form accurately.
- Press the ‘Get Form’ button to access the Fidelity 3.TEMDISTRO.104 form online and open it for editing.
- In Section 1, enter the account owner's name, date of birth, Social Security or Taxpayer ID number, and both evening and daytime phone numbers. Provide your email address and marital status; if married, note that your spouse may need to sign the form.
- For the address, if the current information is correct, proceed to Section 2. If changing your address, be aware that it may delay your distribution check unless you have a signature guarantee.
- In Section 2, list the employer name and the corresponding plan numbers for the plans involved in the rollover distribution request.
- In Section 3, select the reason for the distribution as required by federal tax law. Make sure to check only one option applicable to your situation.
- Section 4 allows you to indicate what assets you wish to roll over. Select the type of assets and provide the required details for the destination account to which you want the funds transferred.
- In Section 5, specify your tax withholding preferences. Ensure you meet the federal and state withholding requirements, and enter the applicable percentages and amounts as needed.
- Choose your preferred delivery method in Section 6, either via standard mail or expedited UPS delivery, noting any associated costs.
- If you are married, complete Section 7 as your spouse must consent to the distribution. Your spouse needs to sign and date this section with appropriate notarization or witness.
- Sign and date Section 8, certifying the truthfulness of your provided information and authorizing Fidelity to act on your instructions.
- If necessary, complete Section 9 for plan sponsor approval based on your employer’s requirements. Ensure all required signatures are obtained.
- Review the completed form for accuracy, attach any necessary documents, and then submit the entire form according to the provided submission instructions.
Complete your Fidelity 3.TEMDISTRO.104 form online today to ensure a smooth rollover process.
To request a withdrawal from Fidelity, start by logging into your account and locating the withdrawal section. There, you will find options that allow you to choose the amount and type of withdrawal you need. Be sure to review your Fidelity 3.TEMDISTRO.104 options carefully, as they will guide you through any necessary steps.
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