Fidelity advisor funds forms

    • [PDF File]Fidelity Advisor Funds New Account Application

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      Fidelity Advisor Government Investment Fund 265 667 489 167 $ Fidelity Advisor Intermediate Bond Fund 261 687 524 287 $ Fidelity Advisor Mortgage Securities Fund 237 238 N/A 239 $ Fidelity Advisor Short Fixed-Income Fund 263† N/A 526 173† $ FIDELITY ADVISOR MUNICIPAL BOND FUNDS Class A Class B Class C Class T Amount

    • [PDF File]Fidelity Advisor IRA Minimum Required Distribution

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      Fidelity Advisor IRA Minimum Required Distribution Page 1 of 5 Use this form to request either a one-time or systematic Minimum Required Distribution(s) (MRD) from your Fidelity Advisor Traditional, Rollover, SIMPLE, SEP, or SARSEP-IRA. Return this form prior to December 15 or March 15, as applicable, to allow adequate time for processing.

    • [PDF File]Fidelity Investments Registered Investment Advisor ...

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      Fidelity Investments Registered Investment Advisor Authorization Form PLEASE NOTE: For Registered Investment Advisors and/or Investment Advisor Representatives who are approved to do business and access Fidelity Investments Systems. This Authorization Form may be …

    • [PDF File]IRA Transfer or Direct Rollover

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      transfer a Beneficiary Distribution Account (BDA) (use the Fidelity Advisor IRA Beneficiary Distribution Account Transfer form). Type on screen or fill in using CAPITAL letters and black ink. Helpful to Know • A separate Fidelity Advisor IRA Transfer or Direct Rollover form must be submitted for multiple transfer or rollover requests.

    • FIDELITY ADVISOR IRA Transfer Form - ADP Official Site

      Fidelity Investments & Pyramid Design and Fidelity Advisor Funds are registered service marks of FMR Corp. This Letter of Acceptance will be completed by the transfer agent on behalf of the new IRA or SIMPLE IRA Custodian. Instructions for delivery to a Fidelity Advisor IRA, Roth IRA, Rollover IRA, SEP/SARSEP or SIMPLE IRA: Fidelity Management ...

    • [PDF File]Go to Fidelity.com/movemoney or call 800-343-3548. One ...

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      sale of securities online or through a Fidelity representative. Note: Certain securities (such as options, certain fixed income securities, and thinly traded securities) may not be eligible to sell via this form, which may result in Fidelity not being able to process this withdrawal as requested. • For mutual funds…

    • Fidelity Advisor IRA Distribution Request - ADP Official Site

      Note 5 – CDSC Charges: Certain distributions from Fidelity Advisor IRAs qualify for a waiver of contingent deferred sales charge (CDSC). Please refer to the prospectus for details. If your distribution qualifies for a CDSC waiver, please attach a completed Fidelity Advisor Funds® CDSC Waiver for Redemptions and Distributions form.

    • [PDF File]A. Single PayoutComplete this ... - Fidelity Investments

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      Page of Fidelity Investments Distribution FormUse this form if you wish to request a distribution from your employer s retirement plan.Questions: 02357 If you would like more information about distributions, including general tax implications, please call 800-343-0860 or for the hearing impaired (TTY) 800-259-9743, Monday through Friday (except for New York Stock

    • [PDF File]Withdrawals 529 College Savings Plan - Fidelity Investments

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      Withdrawals – 529 College Savings Plan Use this form to make a one-time withdrawal (either full or partial) from a 529 College Savings Plan. ... You may want to consult a tax advisor. ... Electronic funds transfer (EFT) to a bank or credit union account using EFT instructions already in place on the account.

    • [PDF File]Donor Application Form

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      Fidelity Charitable will not initiate this wire transfer. Securities or Mutual Funds Held at a Firm Other than Fidelity Contribute securities or mutual funds held at a firm other than Fidelity. A completed Letter of Instruction is required. Please refer to the attached Letter of Instruction Form for mailing instructions.

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