Get the free Fidelity Principal Transfer Form - SURS

STATE UNIVERSITIES RETIREMENT SYSTEM of Illinois Fidelity-to- Transfer Form for Annuity Purchase annuity contract number 2-19435 FIDELITY 71056 Name: 1 SSN: Daytime Phone#: Participant 2 Funds to

How to fill out fidelity principal transfer form

Point by point instructions for filling out the fidelity principal transfer form:

1. Start by downloading the fidelity principal transfer form from the official Fidelity website or request a copy from your financial advisor.
2. Begin the form by providing your personal information, including your full name, address, and contact information. Make sure to write legibly and accurately to avoid any issues or delays.
3. Next, you will be required to fill in your account information. This includes the account number from which you wish to transfer funds and the account number of the receiving account. Ensure that you double-check these numbers for accuracy as errors can lead to the funds being transferred to the wrong account.
4. Indicate the type of transfer you want to make. This can be either a full transfer, where you move all the funds from the specified account, or a partial transfer, where you specify the amount you wish to transfer.
5. Specify the reason for the transfer. This may include reasons such as rollover, retirement, education funding, or investment purposes. Provide any additional details or documentation required for the specific reason, if applicable.
6. If you are transferring funds to another financial institution, you will need to provide the institution's name, address, and contact information. This helps facilitate the transfer process smoothly.
7. If you are transferring funds to an existing Fidelity account, simply indicate the account type and number in the designated fields.
8. Review the form carefully to ensure all the information provided is accurate and complete. Any mistakes or missing information can cause delays in processing your transfer request.
9. Sign and date the form. Make sure you read and understand all the terms and conditions outlined in the form before signing. By signing, you acknowledge that you have read and agreed to all the information provided.

Who needs fidelity principal transfer form?

The fidelity principal transfer form is needed by individuals who wish to transfer funds from one investment account to another within Fidelity or to a different financial institution. This form is essential for anyone looking to make a transfer for reasons such as portfolio reallocation, consolidation of accounts, or transitioning to a new financial advisor. It provides a formal process to ensure a secure and smooth transfer of funds.

For pdfFiller’s FAQs

What is fidelity principal transfer form?

The fidelity principal transfer form is a document used to transfer the principal ownership of a fidelity account from one individual to another.

Who is required to file fidelity principal transfer form?

Any individual who wishes to transfer the principal ownership of a fidelity account is required to file the fidelity principal transfer form.

How to fill out fidelity principal transfer form?

To fill out the fidelity principal transfer form, you need to provide the necessary personal information of both the current and new account owners, details of the fidelity account, and complete any additional sections or requirements outlined in the form.

What is the purpose of fidelity principal transfer form?

The purpose of the fidelity principal transfer form is to legally transfer the principal ownership of a fidelity account from one individual to another.

What information must be reported on fidelity principal transfer form?

The fidelity principal transfer form typically requires information such as the account owner's name, contact details, account number, social security number, and other relevant identification information for both the current and new account owners.

Where do I find fidelity principal transfer form?

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