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This document provides instructions for transferring, rolling over, or exchanging retirement account assets to Fidelity from a previous investment provider.
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How to fill out transferrolloverexchange form
How to fill out Transfer/Rollover/Exchange Form
01
Obtain the Transfer/Rollover/Exchange Form from your financial institution or their website.
02
Carefully read the instructions provided on the form.
03
Fill in your personal information, including your name, address, Social Security number, and any other required identifiers.
04
Specify the type of transfer, rollover, or exchange you are requesting.
05
Provide details about the accounts involved, including the account numbers and the financial institutions’ names.
06
Indicate the amount of money or assets you wish to transfer, rollover, or exchange.
07
Sign and date the form, confirming that all provided information is accurate.
08
Submit the completed form according to the instructions (either by mail or electronically, if applicable).
09
Follow up with both institutions to ensure the transfer is processed correctly.
Who needs Transfer/Rollover/Exchange Form?
01
Individuals looking to transfer retirement funds from one account to another.
02
People who want to roll over their retirement accounts (e.g., 401(k) to IRA).
03
Investors wishing to exchange assets between different investment accounts.
04
Account holders who are changing financial institutions and need to move their funds.
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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 assets from one retirement account to another, such as from an individual retirement account (IRA) to another IRA or from a 401(k) to an IRA.
Who is required to file Transfer/Rollover/Exchange Form?
Individuals who want to move their retirement account funds from one financial institution or account type to another are required to file the Transfer/Rollover/Exchange Form.
How to fill out Transfer/Rollover/Exchange Form?
To fill out the Transfer/Rollover/Exchange Form, complete the necessary personal information, specify the type of transfer or rollover, provide the details of the existing accounts, and sign the form to authorize the transaction.
What is the purpose of Transfer/Rollover/Exchange Form?
The purpose of the Transfer/Rollover/Exchange Form is to document the request to transfer or rollover retirement funds and to ensure compliance with tax regulations when moving assets between accounts.
What information must be reported on Transfer/Rollover/Exchange Form?
The information that must be reported on the Transfer/Rollover/Exchange Form includes personal identification details, account numbers, the type of accounts involved, the amount to be transferred, and any additional instructions or consent as required.
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