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PrintResetFidelity Advisor IRA Distribution Request for Automatic Rollover Accounts this form to authorize a full distribution of your Fidelity Advisor Rollover IRA or Roth IRA, which was automatically
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How to fill out for automatic rollover accounts

01
Obtain the necessary forms from your financial institution or retirement plan provider.
02
Fill out personal information accurately, including your full name, social security number, and contact details.
03
Provide information about your previous retirement account, such as the account number and the name of the plan administrator.
04
Choose the investment options for your automatic rollover account.
05
Review the completed form for any errors or missing information.
06
Sign and date the form.
07
Submit the form to your financial institution or retirement plan provider.

Who needs for automatic rollover accounts?

01
Automatic rollover accounts are beneficial for individuals who have left a previous employer and have a retirement account with a balance of less than $5,000.
02
These accounts are particularly useful for individuals who do not want to keep track of multiple retirement accounts or want to consolidate their retirement savings into a single account.
03
Automatic rollover accounts also benefit individuals who want to avoid penalties and taxes associated with cashing out their retirement account.
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Automatic rollover accounts are accounts set up to transfer funds from terminated retirement plans to individual retirement accounts (IRAs) without requiring the account holder's action.
Plan sponsors of retirement plans that terminate and have participants with small account balances are required to inform the accounts' holders and manage the automatic rollovers.
To fill out for automatic rollover accounts, individuals must complete the necessary forms provided by their retirement plan sponsor and ensure that the transfer details, including personal information and account numbers, are correctly filled in.
The purpose of automatic rollover accounts is to simplify the transfer of retirement funds for participants with small account balances, ensuring that they remain invested for retirement without taking further action.
Information that must be reported includes the account holder's name, Social Security number, account balance at termination, and details about the new IRA where the funds will be transferred.
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