Get the free One-Time Withdrawal Nonretirement - Fidelity Investments

Print Save Reset Questions? Go to Fidelity.com/movemoney or call 1-800-544-6666. One-Time Withdrawal? ? Nonretirement Use this form to make a one-time withdrawal from your nonretirement Brokerage

How to fill out one-time withdrawal nonretirement

How to fill out one-time withdrawal nonretirement:

1. Gather necessary documentation: Before filling out the form, you will need to gather some important documents such as your identification proof, social security number, and any supporting documents related to your nonretirement account.
2. Obtain the withdrawal form: Contact your financial institution or employer's HR department to obtain the specific form required for a one-time withdrawal from your nonretirement account. They may provide a physical copy or direct you to an online portal where you can download the form.
3. Read the instructions carefully: Once you have the form in hand, take the time to read the instructions provided. It's essential to understand the requirements and guidelines associated with filling out the form accurately. This will help ensure that your request for a one-time withdrawal goes smoothly.
4. Fill out personal information: Start by filling out the personal information section of the form. This typically includes your name, address, phone number, date of birth, and social security number. Double-check the information you provide to avoid any mistakes or discrepancies.
5. Provide account details: The next section of the form generally requires you to provide specific details about your nonretirement account. This may include the account number, account type, and the amount you wish to withdraw as a one-time withdrawal. Be sure to enter this information accurately to avoid any delays or errors in processing your request.
6. Declare the purpose of withdrawal: Indicate the purpose of your one-time withdrawal from your nonretirement account. Common reasons include education expenses, medical expenses, home purchase, debt repayment, or emergencies. Specify the purpose clearly and provide any necessary supporting documentation if required.
7. Review and sign: Before submitting the form, carefully review all the information you have provided. Look for spelling mistakes, missing entries, or anything that needs to be revised. Once you are satisfied with the accuracy of your form, sign and date it in the designated area.
8. Submit the form: Follow the instructions provided by your financial institution or employer to submit the completed form. You may need to mail it or upload it electronically through their designated platform. Make sure to keep a copy of the form for your records.

Who needs one-time withdrawal nonretirement?

Individuals who may need a one-time withdrawal from their nonretirement account include:

1. Financially strapped individuals facing unforeseen emergencies or need immediate funds for unexpected expenses.
2. Those who want to make a single large purchase, such as a down payment on a home or a major investment, using funds from their nonretirement account.
3. People seeking to pay off high-interest debts or medical bills that require immediate attention.
4. Individuals planning to fund education expenses or finance their children's education.
5. Those looking to supplement their income temporarily or overcome a temporary financial setback.

Remember that the eligibility criteria and specific requirements for a one-time withdrawal from a nonretirement account may vary depending on the financial institution, employer, or retirement plan provider. It is always recommended to consult with a financial advisor or contact the relevant entity to ensure compliance and accurate completion of the withdrawal process.

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