Get Simple Ira Contribution Allocation And Exchange - Fidelity

This guide provides comprehensive instructions for completing the SIMPLE IRA Contribution Allocation And Exchange form from Fidelity. It is designed to help users accurately allocate contributions and exchanges within their IRA accounts.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to access the SIMPLE IRA Contribution Allocation And Exchange form and open it for editing.
2. In the Account Information section, provide your full name, social security number, account number, daytime phone number, and date of birth in the specified format (mm dd yyyy). Ensure that all information is accurate.
3. Move to the Contribution Allocation section. Here, you will indicate how you wish to allocate future SIMPLE IRA contributions. List fund numbers and corresponding percentages. Remember that percentages must total 100%. If you are allocating to more than ten funds, attach a separate sheet with your instructions.
4. In the Exchange Instructions section, specify the funds from which you wish to exchange money as well as the funds to which the money will go. You can indicate exchanges by dollar amount or number of shares. If exchanging more than five funds, provide detailed instructions on a separate sheet.
5. In the Signature and Date section, print your name, sign the form, and fill in the date. This step is necessary for processing your form.
6. Finally, ensure all sections are filled out completely. Save your changes, and you can choose to download, print, or share the form as needed. Be sure to send the completed form along with any required documents to Fidelity using the provided mailing addresses.

Start filling out your SIMPLE IRA Contribution Allocation And Exchange form online today.