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Fidelity Investments Distribution Form Evangelical Presbyterian Church 403(b) Denied Contribution Retirement Plan Instructions: Use this form if you wish to request a distribution from the Evangelical

How to fill out fidelity investments distribution form

How to fill out fidelity investments distribution form

1. Start by gathering all the necessary information such as your account details, personal information, and the reason for the distribution.
2. Download the fidelity investments distribution form from their official website or obtain a physical copy from a fidelity investments branch.
3. Carefully read the instructions provided with the form to ensure you understand the requirements and procedures.
4. Fill out the form accurately and legibly, using blue or black ink. Make sure to provide all the requested information, such as your name, account number, and distribution amount.
5. If you are withdrawing funds from a specific investment option within your account, indicate the investment option and percentage or dollar amount.
6. If you are choosing a direct deposit option, provide your bank account details, including the routing number and account number.
7. Include any additional documentation required, such as proof of identification or signature verification, if specified in the instructions.
8. Review the completed form thoroughly, checking for any errors or missing information.
9. Sign the form at the designated area, and date it according to the instructions.
10. Make a copy of the filled-out form and any accompanying documents for your records.
11. Submit the original form, along with any required supporting documents, to fidelity investments either in person, by mail, or through their online platform.
12. Wait for confirmation from fidelity investments regarding the processing of your distribution request. It may take some time for the funds to be disbursed.

Who needs fidelity investments distribution form?

1. Individuals who have investments with fidelity investments and wish to withdraw funds from their accounts.
2. Anyone who needs to access their investment earnings or capital for personal or financial purposes.
3. Investors who have reached a certain age and want to initiate required minimum distributions (RMDs) from their retirement accounts.
4. Beneficiaries or heirs of deceased fidelity investments account holders who need to claim their inherited assets.
5. Individuals undergoing certain life events or financial circumstances, such as disability or hardship, that justify an early withdrawal.
6. Customers who want to change the investment allocation of their funds within fidelity investments.

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