Get Transfer /rollover/exchange Form Instructions - Northeastern

Filling out the Transfer/Rollover/Exchange Form is a crucial step in moving your retirement assets to a Fidelity employer-sponsored retirement account. This guide provides a clear, step-by-step approach to ensure your form is completed efficiently and accurately.

Follow the steps to complete your form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your information in the 'Your Information' section. Be sure to fill in all required fields, including your name, date of birth, social security number, and contact details using a black pen or type clearly.
3. In the 'Investment Provider You Are Moving Money From' section, identify your previous investment provider by reviewing your most recent statement. Include a copy of this statement with the form.
4. Complete the 'Account(s) or Contract(s) to Move' section. Specify your account or contract number, type, and indicate if you're requesting a full or partial liquidation. Ensure you select the correct transaction type and include any necessary additional paperwork.
5. Fill in your 'Fidelity Account Information'. If you lack an account with Fidelity, follow the enrollment process to establish one first. Provide your employer's name and plan type.
6. In the 'Investment Instructions' section, indicate if you want the assets invested in your current selection. If not, list the fund names, codes, and percentages. Confirm that your total allocations equal 100%.
7. Check the 'Employer Plan Acceptance' section. An authorized signature may be required from your employer. Contact your Human Resources office for assistance if uncertain.
8. Finally, sign and date the form in 'Your Signature' section. Ensure you have fully read and agree to the terms stated in this section.
9. After completing the form, you can save the changes, print it, and return it using the supplied postage-paid envelope or send it via overnight delivery to the designated address.

Ensure your documents are complete and submit your Transfer/Rollover/Exchange Form online today!