Fidelity 401k distribution form
[DOC File]SAMPLE OF LETTER OF INSTRUCTION TO BROKER TO TRANSFER ...
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Donor Name(s) Address. Telephone Number (date) (name of broker) (address) RE: Letter of Instruction to transfer securities. Dear _____: I wish to irrevocably contribute
[DOC File]Exhibit 5-3: Acceptable Forms of Verification
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Copies of real estate closing documents that indicate distribution of sales proceeds and settlement costs. Notarized statement or signed affidavit stating cash value of assets or verifying cash held at applicant’s home or in safe deposit box. Use current balance in savings accounts and average monthly balance in checking accounts for last 6 ...
[DOC File]RSP 085 5/18/07
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401K "Christmas Surprise" responses: No Christmas bonus in my 401k. At least not yet. +++++ Chris got $8.90, a new low! +++++ I do not know how widespread this is, but some of us received money in a our Fidelity accounts today from Delta. This money was put in a newly opened Retirement Account headed 401K .
[DOCX File]SUMMARY PLAN DESCRIPTION
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Claim forms also known as “Distribution Request Forms”, are available online at www.TA-Retirement.com or from the Gevity 401(k) department. The claim should include proof of any applicable dates -- for example, your and your Designated Beneficiary's birthdates or your date of death.
[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]Model Summary Annual Report Notice (Plan Administrators ...
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Model Summary Annual Report Notice (Plan Administrators Will Need to Modify the Model to Omit Information That Is Not Applicable to the Plan) The U.S. Department of Labor's regulations require that an independent qualified public accountant audit the plan's financial statements unless certain conditions are met for the audit requirement to be waived.
[DOC File]FAU Retirement Plans
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Fidelity Investments. 800-343-0860 www.403b.com . T. Rowe Price. 800-492-7670 www.troweprice.com Employees should contact each vendor for information about the Plan investment options and . services it offers. More Information
[DOCX File]Your Retirement - UNC Asheville
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The Retirement Process for ORP (TIAA or Fidelity) At your retirement appointment with the HR Benefits Office you will need to sign an ORP-3 form with the HR Benefits Office. This form is required to verify your vesting in the plan and so that TIAA or Fidelity may begin distributions once you set these up with the vendor.
[DOC File]SUMMARY PLAN DESCRIPTION
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You may apply for a distribution by calling the Fidelity Retirement Benefits Line at 1-800-835-5097 and/or by accessing the NetBenefitsSM web site at www.401k.com. All telephone calls will be recorded.
[DOC File]Beneficiary Designation Form - Wealth Management USA
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Return the completed form to [insert name and address]. Section I – Participant Information. Name Social Security Number Marital Status Single Married Name of Plan Section II - Beneficiary Designation. Primary Beneficiary Designation. Upon my death, the entire vested balance of my account under the Plan shall be paid, in equal portions unless ...
[DOCX File]FIS - Relius, Benefit Planning and Recordkeeping Solutions
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CERTIFICATION FORM AND OPERATIONAL CHECKLIST . FOR . 2019 . HARDSHIP . DISTRIBUTIONS. AND RELIANCE ON PROPOSED REGULATIONS - UPDATE. The IRS has just updated their Operational Compliance ListThis is a list of recent law changes which apply to qualified plans, on which plan sponsors either must act or can act.
[DOC File]Sample Participant Notice - American Funds
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Sample Participant Notice. Qualified Default Investment Alternative Notice. For plans with automatic enrollment and safe harbor (optional) [Instructions to plan sponsor: This sample notice is provided to assist you in preparing the required notification for your plan.
Participant Disclosure
Investment instructions may generally be made on a paper form or by accessing your personal investment account online. First, at the time of plan enrollment when a 401(k) or 403(b) payroll withholding election may be made to start personal savings in a Plan, you can make your decisions for your retirement plan investment portfolio.
[DOC File]SAFE HARBOR MATCHING CONTRIBUTION NOTICE
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You will be suspended from making any contributions for 6 months following the distribution. Other Information. More information about the contributions made pursuant to the Plan or a copy of the most current Summary Plan Description (SPD) can be obtained by contacting Fidelity or: Stephen Kasun. 1356 Old 6th Avenue Rd. Altoona, PA 16601 (814 ...
[DOC File]Sample Termination Letters - American Funds
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[To be sent on company letterhead — all brackets and bold/italic should be completed/ removed when the plan sponsor updates file.] Please note: The wire instructions must include your plan ID number.
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