Get Fidelity Transfer Of Assets 2024-2025

This guide provides a clear and straightforward approach to completing the Fidelity Transfer Of Assets form online. By following these steps, you can efficiently transfer your assets from another firm to Fidelity, ensuring that all necessary information is accurately filled out.

Follow the steps to complete your transfer of assets form

1. Press the ‘Get Form’ button to access the Fidelity Transfer Of Assets form in the online editor.
2. In the first section titled 'Receiving Account Information', carefully list all names exactly as they appear on the Fidelity account. Ensure to include any trustees and, for UGMA/UTMA accounts, list the minor first followed by the custodian. If this is an existing account, provide the account number.
3. Next, in the 'Account Being Transferred' section, input all names as they appear on the account you are transferring. Make sure to also include any trustees and complete the necessary account information.
4. Proceed to the 'Transfer Instructions' section. Here, you must complete only one subsection (A, B, C, D, or E) to describe how the assets will be transferred. Ensure not to provide information in multiple subsections as this could delay processing.
5. In subsection A, which is for brokerage or trust company transfers, indicate if you are transferring the entire account or only parts of it. If you choose to transfer just part of the account, detail the securities and amounts.
6. For subsection B, related to mutual fund company transfers, provide any necessary fund account numbers. If you are transferring cash or other assets, indicate your preference for how you wish them to be handled.
7. If applicable, complete subsection C for bank or credit union accounts. Do not use this section for transferring nonretirement checking accounts.
8. For annuity transfers, section D should be filled out to indicate whether you want a full or partial surrender. Be aware of any tax implications that may arise.
9. In section E, provide details for transferring direct-registered shares if applicable. Indicate your choices for the transfer.
10. Finally, in the 'Signatures and Dates' section, ensure that all account owners from both accounts sign and date the form. If there are any discrepancies in names across accounts, all variations must be signed.
11. Once completed, you can save the form, download, print it, or share it as needed. Make sure to attach any required documents before submission to avoid delays.

Complete your Fidelity Transfer Of Assets form online today for a smooth, successful transfer experience.