Get Fidelity Advisor Ira Beneficiary Distribution Request Form

This guide provides step-by-step instructions for completing the Fidelity Advisor IRA Beneficiary Distribution Request Form online. Whether you are requesting a distribution or establishing scheduled distributions, this user-friendly guide will help you navigate the necessary sections with ease.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the Fidelity Advisor IRA Beneficiary Distribution Request Form and open it for completion.
2. Fill out Section 1, Account Information, ensuring all fields such as beneficiary name, social security number, account number, and contact information are accurately completed.
3. If you do not already have a Fidelity Advisor IRA Beneficiary Distribution Account, proceed to Section 2 to enter the Original Depositor Information. Provide details such as the original depositor's full name and your relationship.
4. Complete Section 3 by providing your Financial Advisor's information, ensuring it matches your Fidelity Advisor account settings.
5. In Sections 4 and 5, specify your distribution preferences. For a one-time distribution, indicate the mutual fund(s) and amount. If setting up systematic withdrawals, choose the frequency and amounts according to your needs.
6. Select your preferred distribution method in Section 6, whether by check, electronic payment, or transfer to an existing or new account.
7. Fill out Section 7 with your Bank Information if you wish to receive the distribution electronically, ensuring a voided check is attached.
8. Indicate your federal and state income tax withholding preferences in Section 8, understanding the implications of your choices.
9. Sign and date the form in Section 9. Ensure your signature is guaranteed if required, complying with any necessary conditions.
10. Once completed, save the form, and make sure to print it if necessary for submission. You can share the form with your advisor or directly send it to Fidelity according to their instructions.

Start filling out your Fidelity Advisor IRA Beneficiary Distribution Request Form online to ensure a smooth and timely distribution process.