Fidelity 401k account balance
[DOC File]Microsoft Word - 2019.04.01 Participant Investment Change ...
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Apr 01, 2019 · If you have a balance invested in any of the impacted funds, your entire balance in the current. investment will transfer to the new investment option in one lump sum on April 01, 2019. You may move/transfer all or part of your balance in any of these funds, as usual, until 4:00 PM Eastern Time on March 28, 2019 or after the transfer is complete.
[DOC File]SUMMARY PLAN DESCRIPTION
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You may also use the internet to redirect the investment or your future contributions or exchange your existing Account balance by using Fidelity’s NetBenefits internet account access website (at 401k.com). Please contact the Plan Administrator for further information.
[DOC File]SOA Model Notice
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Jun 22, 2010 · To initiate transactions and access your account balance and Fidelity services on and after July 2, 2010, contact the Fidelity Retirement Benefits Line at 1-800-835-5095 or log on to www.401k.com. Service Center Representatives, for the Fidelity Retirement Benefits Line, are available Monday through Friday (excluding New York Stock Exchange ...
[DOC File]Sample Participant Notice - American Funds
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Depending on the type of contributions in your account, all or a portion of any withdrawal you make will be considered taxable income to you. You may be subject to an extra 10% tax on distributions taken before age 59½ unless an exception applies. Your beneficiary is entitled to any vested amount remaining in your account when you die.
[DOC File]SUMMARY PLAN DESCRIPTION
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As an alternative to a non-rollover distribution paid directly to you, you may request a rollover distribution of your entire eligible Account balance directly into a Fidelity Advisor IRA, a non-Fidelity Advisor IRA or to your new employer’s eligible plan, if it accepts your rollover contributions, or a 403(a) Annuity.
[DOCX File]Vanguard Retirement and Saving Plan Letter of Acceptance
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Do not include an outstanding loan balance or company stock. The check should be made payable to Vanguard Fiduciary Trust Company. Please include the last four digits of the former employee’s Social Security number and Vanguard’s plan number (090070) in the memo field. We request that you mail the rollover check directly to the account holder.
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