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Utilisez ce formulaire pour transférer des actifs vers votre compte de retraite parrainé par Fidelity depuis un fournisseur d'investissement précédent. Ce formulaire peut également être utilisé
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How to fill out transferrolloverexchange form - scripps
How to fill out Transfer/Rollover/Exchange Form
01
Obtain the Transfer/Rollover/Exchange Form from your financial institution or service provider.
02
Read the instructions carefully to understand the requirements and the information needed.
03
Fill out your personal information, including your name, address, and account number.
04
Provide details about the account you are transferring funds from, including the institution name and account type.
05
Specify the account you are transferring funds to, including the institution name and account type.
06
Indicate the amount you wish to transfer, rollover, or exchange.
07
Review the form for accuracy and completeness.
08
Sign and date the form as required.
09
Submit the completed form to your financial institution or service provider, following their submission guidelines.
Who needs Transfer/Rollover/Exchange Form?
01
Individuals who want to move their retirement funds between accounts.
02
People changing jobs and need to transfer their 401(k) or retirement plans.
03
Investors looking to exchange assets in their investment accounts.
04
Individuals wishing to rollover their retirement savings into a new IRA.
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People Also Ask about
How do I transfer my 401k to another account?
You have several options to actually move the money from the old provider to the new one, but your best option is a direct rollover. In a direct rollover, the funds are sent straight from your 401(k) into your new account without you touching the funds.
How do I contact Fidelity for rollover?
If you have shares of company stock included in your old 401(k), it's easiest to give us a call at 800-343-3548 so that we can discuss how to include them in your rollover.
Who do I contact to rollover a 401k?
If you're rolling over money into your current 401(k), contact your new plan administrator for instructions on what to do.
Can a 401k rollover be done electronically?
A direct rollover is an electronic transfer from your old account to your new account, or a check made out to your new account.
How do I talk to a Fidelity representative?
Call 1-800-835-5097 to speak with a representative on your organization's plan.
How do I contact Fidelity representative to request a rollover form?
Call Fidelity Investments at 1-800-343-0860 or for the hearing impaired dial 711, Monday through Friday, 8 a.m. to midnight Eastern time (excluding New York Stock Exchange holidays, except Good Friday), for assistance with completing this form.
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What is Transfer/Rollover/Exchange Form?
The Transfer/Rollover/Exchange Form is a document used to facilitate the transfer, rollover, or exchange of retirement accounts or similar financial instruments between different custodians or accounts.
Who is required to file Transfer/Rollover/Exchange Form?
Individuals who wish to transfer, rollover, or exchange funds from one retirement account to another, such as IRAs or 401(k)s, are required to file this form.
How to fill out Transfer/Rollover/Exchange Form?
To fill out the form, you typically need to provide personal information, details about the account from which funds are being transferred, and the account to which the funds will be moved, along with any signature and date required.
What is the purpose of Transfer/Rollover/Exchange Form?
The purpose of the form is to ensure the proper handling of fund transfers between accounts while complying with IRS regulations, thus maintaining the tax-advantaged status of retirement accounts.
What information must be reported on Transfer/Rollover/Exchange Form?
The required information typically includes the account holder's personal details, current account numbers, new account numbers, the amount being transferred, and any special instructions or signatures needed.
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